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Our Services

I work with small business owners who want reliable, thoughtful bookkeeping support without unnecessary complexity. 

Services structured to be clear, consistent, and supportive of long-term financial health. 

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Ongoing Bookkeeping

Consistent monthly bookkeeping to keep your finances organized, accurate, and up to date.

 

This service is designed for business owners who want dependable systems and clear financial visibility without managing the details themselves.

 

Typically includes:

 

  • Monthly reconciliation of accounts

  • Transaction categorization and review

  • Financial statements (balance sheet & profit and loss)

  • Ongoing communication as needed

 

 

Best for:

 

  • Established small businesses

  • Owners who want clarity and consistency

  • Businesses planning for long-term stability

 

 

Not a fit for:

 

  • Personal finances

  • One-time or occasional support only

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Cleanup & Catch-Up

For businesses that have fallen behind or need corrections before moving forward.

 

This service focuses on reviewing, organizing, and reconciling past records so you can start fresh with clean, dependable books.

 

Typically includes:

 

  • Reviewing historical transactions

  • Correcting categorization issues

  • Reconciling past months

  • Preparing updated, accurate financial records

 

 

Best for:

 

  • Businesses preparing for ongoing bookkeeping

  • Owners needing clarity after periods of disorganization

  • Situations requiring a clean starting point

 

 

Not a fit for:

 

  • Businesses already up to date

  • Personal bookkeeping

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Accounting Support

Additional support for business owners who need help understanding their numbers or navigating specific accounting needs.

 

This service provides thoughtful guidance without overwhelm and can be used alongside ongoing bookkeeping or as standalone support.

 

Typically includes:

 

  • Financial review and explanation

  • Support with accounting questions

  • Assistance navigating specific reporting needs

 

 

Best for:

 

  • Owners who want to better understand their finances

  • Businesses needing periodic accounting guidance

 

 

Not a fit for:

 

  • Tax preparation or filing

  • Urgent, same-day requests

Most clients begin with a review of their current books to determine the best path forward. Ongoing work is structured monthly. Clean-up work is quoted based on scope. 
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