You are offloading the time and stress required to maintain your financial records! Not only do you have a professional handling this for you, but you can focus your energy on the areas of your business that you love and want to grow.

Bookkeeping is the process of recording, organizing, and maintaining financial records for a business.

Here are some examples of what bookkeeping includes:

• reconciling bank accounts

• ensuring accurate recording of income, expenses, transactions involving assets, liabilities, and equity

• receipt documentation

• other balance sheet reconciliations (inventory, tax liabilities)

• annual 1099 prep and filings

Done properly, your financial data is up-to-date, accurate, and is the financial foundation of your business, allowing you to make data-driven decisions for your business while maintaining compliance with tax laws.

Due to financial constraints, many small business owners manage their own bookkeeping at first. However, as your business scales, the accounting becomes more complex, and the risk of having inaccurate, disorganized, and noncompliant records is higher.

i.e. Inventory accounting

At a minimum, I recommend monthly maintenance of your books in order to ensure:

• Accurate financial reporting

• Intentionality with your cash flow

Xero & QBO

Bookkeepers focus on accurate data entry and keeping the books organized

Accountants interpret and analyze the financial data to provide insights and ensure compliance with tax regulations

My firm provides both aspects:

• Bookkeeping - Monthly, Done-for-you service with receipt collection and tracking.

• Accounting - CFO services for businesses with a solid bookkeeping foundation and intention for growth.

1. I genuinely love accounting. Before my degree and corporate experience, my background is in small family business. I’m very passionate about how accounting tells a company’s financial story, and how that story can help business owners make decisions and focus on the parts of their business that they love.

2. You’re getting a professional, CPA eligible accountant for the price of a bookkeeper.

3. I genuinely want to support you. My clients receive monthly 1-on-1 meetings with me (in-person if local, virtually if not) to connect on questions and updates.

4. Modern client portal. I don’t like wasting energy over email. My clients get a secure portal of their own, complete with direct messaging, file sharing, task listing, secure billing, and meeting scheduling.

I offer fixed-rate monthly pricing starting at $400 a month. Based on our Diagnostic Review, I'll provide you a custom monthly rate.

If clean-up / catch up work is required, I’ll provide you a custom proposal for a one-time clean-up fee.

CFO pricing is available upon request during your Diagnostic Review.

I specialize in bookkeeping and financial analysis, and do not currently offer tax preparation. My business model is designed to work hand-in-hand with you and your tax preparer + CPA, helping expedite the tax filing process through timely reporting and communication.

Of course you want to do your due diligence about who's doing your books - you can find me on LinkedIn. You can also check out our Instagram.