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From daily transaction tracking to tax-ready financial reports, I handle the numbers so you can handle the growth.
Core Services
Core Services
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Monthly Bookkeeping
Custom, Fixed Monthly Rate
🕮
Monthly Bookkeeping
Custom, Fixed Monthly Rate
Continuous, year-round maintenance to keep your business running smoothly and your mind at ease.
Continuous, year-round maintenance to keep your business running smoothly and your mind at ease.
What's Included:
Categorization of all income and expenses.
Reconciliations of bank, credit card, Paypal, Venmo etc...
Receipt management and organization.
Direct collaboration with your CPA at tax time.
⌛︎
Catch-Up & Clean-Up
One-Time Project Fee
⌛︎
Catch-Up & Clean-Up
One-Time Project Fee
Behind on your books? Haven't tracked expenses in months (or years)? Don't panic—let’s get you caught up.
Behind on your books? Haven't tracked expenses in months (or years)? Don't panic—let’s get you caught up.
What's Included:
Historical data entry and transaction categorization.
Fixing balance sheet errors and duplicate entries.
Reconciling past bank statements.
Bringing your books completely up-to-date and tax-ready.
🗊
Financial Reporting & Insights
Optional Monthly Add-On
🗊
Financial Reporting & Insights
Optional Monthly Add-On
Don't just collect data—use it to grow. I translate your numbers into clear, actionable business insights.
Don't just collect data—use it to grow. I translate your numbers into clear, actionable business insights.
What's Included:
Monthly Profit & Loss statements.
Balance Sheet generation.
Key metrics review (Where are you making/losing money?).
Monthly or Quarterly video reviews of your reports.
Add-Ons
Add-Ons
- Payroll Administration:
- Setting up and running your payroll through systems like Paychex or Quickbooks Payroll. - Accounts Payable/Receivable:
- Managing your vendor invoices or sending out friendly payment reminders to your clients. - Sales Tax Filing:
- Tracking and filing state sales tax so you never miss a deadline.
Delivery & Rideshare Tracking & Tax Estimating
Maximize your take-home pay
Delivery & Rideshare Tracking & Tax Estimating
Maximize your take-home pay
Custom financial tracking engineered specifically for modern rideshare and delivery professionals (Uber, Lyft, DoorDash, Uber Eats, etc...).
We handle the tracking of your true profitability, accurate mileage logs, and business expenses while providing real-time quarterly tax estimates, all managed in your secure portal for a predictable, flat rate.
Custom financial tracking engineered specifically for modern rideshare and delivery professionals (Uber, Lyft, DoorDash, Uber Eats, etc...).
We handle the tracking of your true profitability, accurate mileage logs, and business expenses while providing real-time quarterly tax estimates, all managed in your secure portal for a predictable, flat rate.
Services for Individuals & Sole Proprietors
Rates tailored to personal, household, and micro-business finances.
Services for Individuals & Sole Proprietors
Rates tailored to personal, household, and micro-business finances.
You don't need a corporate payroll to deserve organized, stress-free finances. Whether you are navigating the gig economy, trying to maximize your personal savings, or just need help separating your personal life from your business life, I offer practical, judgment-free solutions.
You don't need a corporate payroll to deserve organized, stress-free finances. Whether you are navigating the gig economy, trying to maximize your personal savings, or just need help separating your personal life from your business life, I offer practical, judgment-free solutions.
- Personal Budgeting & Cash Flowing Coaching:
- Take complete control of where your money goes every month. Together, we will build a sustainable personal budget that fits your lifestyle, helps you crush your savings goals, creates a plan to pay down debt, and eliminates that "where did my paycheck go?" feeling. - Schedule C / Side Hustle Tracking:
- Flat-fee structures designed specifically for freelancers and 1099 independent contractors. I safely isolate your business expenses from your personal accounts, ensuring you capture every single deduction you are entitled to before tax day. - Personal Net Worth & Expense Tracking:
- Customized assistance for individuals looking for a big-picture view of their financial health. We track your assets, investments, liabilities, and major expenses over time so you always know your true financial standing.
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