I help local business owners clean up messy books, stay tax-ready, and understand where their money is going — without hiring a full-time accountant.
Most small business owners don't find out the books are messy until tax time — when it's already urgent and expensive.
Months of transactions sitting uncategorized, unreconciled, and unreviewed.
No monthly P&L, no clean reporting — just a gut feeling and a bank balance.
Business expenses showing up on personal cards and vice versa — a CPA's nightmare.
Every year it's a scramble to find receipts, statements, and missing documents.
Accounts haven't been fully reconciled in months — or maybe ever.
The owner is still the bookkeeper. That's not why you started a business.
| Service | What's included | Investment | |
|---|---|---|---|
|
Bookkeeping Checkup
Review current books, flag issues, deliver a written cleanup plan. The entry point that leads to everything else.
|
Review + issue list + cleanup estimate |
Entry Offer |
$150–$500
one-time
|
|
Book Cleanup
Fix old transactions, categorize expenses, reconcile bank and card accounts — going back as many months as needed.
|
Catch-up bookkeeping, reconciliations, categorization |
$750–$5,000+
project-based
|
|
|
Monthly Bookkeeping
Ongoing monthly categorization, bank reconciliations, and a clean P&L so tax season is never a surprise.
|
Categorization, reconciliations, monthly reports |
Most Popular |
$500–$2,000
per month
|
|
Controller Lite
Monthly financial review, cash flow monitoring, KPI reporting, and a dedicated owner call. Full-controller results without the full-time salary.
|
Financial review, cash flow, KPIs, owner call |
Premium |
$1,000–$3,500
per month
|
|
Tax-Ready Package
Year-end books, organized documents, and a clean CPA handoff so your tax professional can file faster with fewer questions.
|
Year-end books, docs, CPA handoff |
$750–$2,500
one-time
|
The Bookkeeping Checkup is designed to give you a clear, honest picture of where your books stand — what's clean, what's broken, and what needs attention. No guesswork. No surprise invoices.
We talk through your setup, software, and biggest pain points. No commitment needed.
You share read-only access to QuickBooks or your current system. I review everything.
You get a clear list of issues, what needs fixing, what can be automated, and a cleanup quote.
Use the report however you want. Hire me to fix it, take it to your CPA, or just know where you stand.
If you have transactions moving through accounts every week, you need books that keep up. I work best with owner-operated businesses in high-activity industries.
I'm an accountant who works with businesses that need practical, reliable financial help. My background spans private clubs, hospitality, nonprofits, and multi-entity small business accounting — including IRS audits, payroll compliance, and Form 990 filings.
I focus on clean books, clear reporting, and making the owner's life easier. I don't overcomplicate the work. I help you know where the money is going and what needs attention — and I give you that in plain English, not accounting jargon.
If your bookkeeping is behind, confusing, or taking too much of your time — let's talk. A 30-minute call costs nothing and tells you exactly where you stand.
No commitment. No sales pitch. Just a straight answer about your books.