Bookkeeping Services
Get accurate, tax‑ready books - without losing another evening to spreadsheets. Reclaim your time for sales, strategy, and serving your customers.
Why Outsource Your Bookkeeping?
Your Time is Your Edge
Every hour you spend reconciling accounts is an hour you’re not closing deals, delighting clients, launching products, or networking. I'll give you that time back - consistently.
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Focus on revenue-generating work
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Reduce late nights and weekend "catch-up"
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Show up energized for the work only you can do
Built for
Small Business
From solo founders to growing teams, I'll tailor workflows to your tools and industry.
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Personalized, 1-on-1 service
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Broad knowledge of industries can bring innovative best practices to your everyday operations
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Work with a fellow entrepreneur rather than another employee
Decisions Need
Clean Data
Clear, timely reports reveal what’s profitable, what’s waste, and where to invest next. With accurate books, cash flow becomes predictable - not stressful.
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Monthly P&L, Balance Sheet, and Cash Flow
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Bank-ready records for quick financing
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Stress-free tax season
Bookkeeping Services
Monthly Bookkeeping
Transaction categorization, reconciliations, month‑end close, and management‑ready financial statements delivered on schedule.
Catch-Up & Cleanup
Behind a few months—or a few years?
I can fix historical data, remove duplicate entries, and align your chart of accounts.
Payroll
Outsource your payroll so employees get paid while you focus on other things.
Accounts Receivable
Aging reports and collections support to keep ever-important cash coming in.
Accounts Payable
Bill pay workflows, approvals, and support means no more angry vendors asking about payment status.
Tax-Ready Books
1099 prep support, year‑end adjustments, and CPA collaboration -
so tax season is calm, not chaotic.
How to Get Started
1
Schedule a call with me to discuss what you're looking for and how I can help.
If we're a good fit for each other, I'll review your books and provide a quote within a few business days.
2
Onboarding
Sign onboarding documents
Provide access to:
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QuickBooks
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Bank (view-only)
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Payroll (if necessary)
3
Clean Up
Every set of books needs some degree of cleaning.
During this stage, I may have additional questions while I learn more about your business and make sure everything reconciles.
4
Routine
Once everything is caught up, I'll be in a monthly routine of reconciling everything and sending you financial statements.
With the exception of possibly answering a few questions, you'll be able to focus on running your business.
What Will You Do
With Your Time Back?
Grow Revenue
Meet five new prospects each week. Launch that referral program. Improve your offer.
Tend to Customers
Shorten response times, refine onboarding, and deepen relationships that drive repeat business.
Lead Your Team
Coach, set priorities, and create systems - things only the owner can do well.
Protect Your Energy
Sleep better, think clearer, and show up ready to play offense - every day.