Bookkeeping and financial support built for small business owners.

Your books are reconciled, categorized, and ready every month. I handle the day-to-day recording so you always know where you stand — and so tax time is never a scramble.

• Bank and credit card reconciliation
• Transaction categorization and coding
• Accounts payable and receivable tracking
• Monthly close and review

Cash flow is the lifeblood of any small business. I help you understand what's coming in, what's going out, and when — so you can plan ahead instead of reacting.

• Cash flow forecasting and monitoring
• Identifying timing gaps and risks
• Recommendations to improve cash position
• Ongoing visibility into working capital

Clear, readable reports that tell you how your business is actually performing. Not just a stack of numbers — context and insight you can act on.

• Profit and loss statements
• Balance sheet preparation
• Month-over-month and year-over-year comparisons
• Custom reports tailored to your business

Build a budget that reflects your real business, identify where costs can be tightened, and track progress throughout the year. Better financial discipline leads to stronger margins.

• Annual budget development
• Variance analysis (actual vs. budget)
• Cost identification and reduction opportunities
• Ongoing budget monitoring

I keep your books organized and accurate throughout the year so your tax preparer has everything they need — and you're never caught off guard by the numbers.

• Year-end book cleanup and reconciliation
• Organized records for your CPA or tax preparer
• 1099 preparation support
• Coordination with your tax professional

With 20+ years in accounting, finance, and business operations, I can help you think through financial processes, internal controls, and the decisions that affect your bottom line.

• Financial process improvement
• Internal controls and risk reduction
• Profitability analysis
• Advisory support for business decisions