I help small business owners with bookkeeping, organization, and the financial pieces that get pushed to the back burner. That includes full-service bookkeeping, monthly reconciliations, invoicing, receipt and mileage tracking systems, QuickBooks setup or coaching, and general behind-the-scenes admin support to keep things running smoothly.
There’s no one-size-fits-all when it comes to bookkeeping. Every small business is unique — and your proposal should be, too. After an initial consultation, I create a customized plan based on your needs, the volume of transactions, and the level of support you want.
My goal is to meet you where you’re at and make bookkeeping accessible, not stressful.
I’m steady, patient, and straightforward. With my background in teaching, I explain the “why” behind your numbers so you can make clear decisions without feeling confused or overwhelmed. Everything we build is practical, easy to understand, and tailored to how you work.
No. I don’t care how messy your books are — that’s literally what I do best.
Most clients come to me behind or stressed about where things stand. You don’t need to fix anything before we talk. I meet you exactly where you are and get things organized from there.
Yes! I love helping new business owners set things up the right way from the beginning. Whether you’re ready for monthly bookkeeping or just need help getting organized, building routines, and learning the basics, I’ve got you. From simple systems to learning the basics of bookkeeping and getting organized.
No. I work with clients all over the U.S. Everything we do can be handled remotely.
I mainly use QuickBooks Online, but I’ve worked with clients who used spreadsheets, paper systems, and everything in between. If you need help choosing a system or switching from one to another, I can guide you.
Yes. If your books are behind, I can catch everything up and get it organized. After that, you can decide whether you want ongoing support or want to take it from there.
Absolutely. During our consultation, we’ll look at what’s working, what’s not, and where you might be losing time or money.
Some clients want monthly support, some want coaching, and some prefer a mix. We can build something that fits your comfort level and your budget.
Yes. Most business owners do. Things like:
Am I charging enough?
How much should I pay myself?
Can I afford this piece of equipment?
Do I need to pay estimated taxes?
What do I really need to bring in each month to cover my expenses?
These are incredibly common — and completely normal — questions. While I don’t file taxes, I do help you understand your numbers so you can make confident, informed decisions. Together, we look at your income, expenses, pricing, and trends to create clarity and direction.
My job is to help take the confusion out of your finances and give you a clear picture of what’s working, what needs adjusting, and what’s possible moving forward. And if you need a CPA, I can point you in the right direction.
Whether you need a full cleanup or ongoing support, we’ll figure out what works best for you — and your budget.