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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
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Monthly Bookkeeping
Custom, Fixed Monthly Rate
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Monthly Bookkeeping
Custom, Fixed Monthly Rate
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.
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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.Â
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.
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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.Â
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
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.
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.Â
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.ÂSchedule 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.ÂPersonal 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.Â
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