Services

Financial systems and support built around how your business actually runs 

not a one-size-fits-all package. 

If your books have fallen behind, a few months or a few years, I'll get them sorted, reconciled, and current. That means untangling messy categorization, catching up on missed reconciliations, and getting your QuickBooks file into a state you can actually trust. Once you're caught up, most clients move into ongoing monthly bookkeeping. 

Bookkeeping + Financial Management

Ongoing, accurate bookkeeping in QuickBooks Online. Transactions get categorized correctly. Accounts get reconciled every month. Your books stay current, so you're never scrambling at tax time or when a lender asks for financials. If you're managing multiple entities or locations, we'll set up clean class and property tracking too. 

Advisory

Financial strategy and oversight without the cost of a full-time hire. That means regular reporting and cash flow forecasting, plus hands-on support when you're making a real decision, pricing, growth, hiring, or evaluating a deal. I bring the numbers and the analysis. You make the call with real information in hand. 

Tax Strategy Planning

Working with your CPA at tax time is reactive by design — they see the year after it's over.  We work with you throughout the year to identify and model tax-saving strategies as they come up: S-corp elections, putting kids on payroll, retirement plan contributions, the Augusta Rule, accountable plans, and more. We build the tracking and documentation your CPA needs to confirm and apply each strategy, so tax season becomes a review, not a scramble. 

How We'll Work Together 

Every engagement starts with a look at where your books and financial systems currently stand. From there, we build a plan — whether that's a one-time cleanup, ongoing monthly bookkeeping, fractional CFO support, or some combination of all three.