why choose me
My mission is to empower small, micro, and start-up business owners by taking the stress out of bookkeeping. I provide reliable, honest, and organized financial support so you can focus on growing your business with confidence. With a commitment to transparency and trust, I ensure your books are always accurate, up-to-date, and easy to understand. That kind of clarity can translate into real savings—on average, you can save $10,000 for every $3,500 you spend on bookkeeping expenses. When you work with me, you gain more than a bookkeeper—you gain a dependable partner who genuinely cares about your success.
Let me transform your books so you can spend less time worrying about numbers and more time doing what you love. I’m here to help you stay in control, make smarter financial decisions, and sleep better at night knowing your finances are in good hands.
monthly transactions categorization and reconciliation
You will be able to track the money you have coming in and going out.
Every month I will import your bank statements, credit card statements, invoices, receipts, and any other bills you have, and I will categorize them in QuickBooks. They will be organized into separate categories based on your specific business so that you know exactly where you are spending your money, and if you need to pivot or if you are on the right track for your business' needs.
At the end of the month I will reconcile your accounts and make sure every dollar is accounted for.
monthly financial reports
You will know precisely where you stand financially with your business every month.
Every month I will prepare your financial reports for you in an easy to read format, showing you exactly where your money is coming in and where it is going out. And should you desire, I will go over every report with you to make sure you understand everything you are looking at.
A big benefit to monthly reports is that these reports help you stay on top of your goals. When you’re checking in monthly, it’s easier to catch small issues before they become big problems. You can see trends, spot areas where you're overspending, or notice if revenue is starting to dip. It’s also a great way to hold yourself or your team accountable.
yearly financial reports
You will receive ready to use, fully prepared financial reports you can turn over to your tax accountant.
At the end of the year, I will prepare all the financial reports you and your accountant or tax professional will need.
Getting a yearly report from your bookkeeper is more important than you might think. It’s not just about staying organized—it’s about truly understanding how your business is doing. These reports give you a clear picture of your profits, expenses, and cash flow, so you’re not just guessing when making big decisions.
Yearly reports also make tax time way less stressful by giving you all the numbers you need to file accurately (and avoid any nasty surprises from the IRS). Plus, if you ever want to apply for a loan, bring on a partner, or even sell your business down the road, up-to-date financials are a must.
Think of your yearly report as a health check for your business—it helps you spot issues early, plan smarter, and stay on track for growth. Don’t skip it!
financial clean-ups
I will transform your financial books for you so you will know exactly where you stand with your business.
A financial clean-up isn’t just about making things look nice...it gives you accurate numbers so you can actually see how your business is doing. You’ll be able to make better decisions, stop guessing where your money is going, and finally feel *on top* of your finances.
It also saves you a ton of time and stress. Instead of digging through receipts or trying to figure out why your bank balance doesn’t match QuickBooks, I’ll handle it...so you can focus on running your business. Plus, with clean books, tax season becomes way less stressful. Everything will be organized, categorized correctly, and ready for your CPA. That means no missed deductions, no late-night panic, and no surprise penalties.
If you’re thinking about applying for a loan or bringing on investors, clean financials are a *must*. I’ll help you present your numbers like a pro. And if there are any mistakes—like missed income, duplicate expenses, or errors in sales tax—I’ll catch those too before they cost you.
Bottom line: a financial clean-up is a fresh start and a smart move.
financial catch-ups
I will take all of your data and get you caught up to current day.
Have you been avoiding your books for the last two months, three months, six months? More? It's so easy to push those books underneath the pile of everything else that requires your attention.
Let’s be real—catching up on months (or even years) of backlogged finances is no one's idea of fun. But that’s exactly why hiring a bookkeeper is a game changer.
A good bookkeeper like me can take that pile of receipts, invoices, and bank statements off your plate and turn them into clear, organized records without the stress or second-guessing. I know what to look for, what to flag, and how to get your books back in shape fast, which means fewer headaches for you come tax time or when applying for a loan. Plus, once you're all caught up, you can finally make smart money moves based on real numbers instead of just guessing.
So if you've been putting off your bookkeeping “until tomorrow,” this is your sign—let a pro like me help you get caught up and breathe easier.
virtual administration
supporting others is something I take pride in, and it would be a pleasure for me to help you.
Part of what I like about my work is being able to help people get their business organized and running more efficiently. If there's something else I can help you with in addition to your bookkeeping, let's talk about it. The more I can take off your shoulders--and give you back your time to focus on your business--the happier both of us will be.
She/Her/Hers
I am a certified QuickBooks ProAdvisor.
