For sole proprietors, LLCs, S corps, and contractors who'd rather run the business than chase receipts.
Every business is different, so every engagement starts with a free call and a written quote.
Contact for a quoteTransactions categorized, receipts matched, and a profit and loss report in your inbox by the 10th.
Bank, credit card, and loan accounts reconciled to the statement, with discrepancies flagged.
Invoices sent on time, payments matched, and polite follow-up on anything past due.
Payroll setup and review, quarterly 941 checks, and year-end W-2 and 1099 filing.
A rolling 13-week forecast so you know ahead of time whether payroll and big bills are covered.
Months or years behind? I'll bring your books current and get you onto a monthly routine.
Chart of accounts setup, software connections, and a checklist of everything I need from you.
A clean year-end package handed to your CPA or tax preparer, organized the way they ask for it.
Have an audit coming up? I'll gather your documents, prepare what the auditor asks for, and be your point of contact with them from start to finish.
One-time needs like a software conversion, a budget or financial model, or a deep dive into the numbers. Tell me what you need.
Official IRS pages, which always carry the current year's form and instructions. Links open in a new tab.
Book a free 20-minute call to talk through your books.