Welcome! I'm here to ensure your numbers truly make sense. Whether you're seeking clarity for your small business finances or need a guiding hand through the maze of ledgers, I’m dedicated to supporting you every step of the way.

When you partner with me, I will create a personalized plan to understand your specific needs and tailor my services directly to you and your business. Let me take care of the numbers behind the scenes while you do what you do best: run your business with a clear focus and a deep understanding of your financials.

My comprehensive services are designed to simplify your financial life and deliver actionable insights.

My Services: The Work I Do For You

• Data Entry & Classification: Accurately recording and categorizing all business transactions (income and expenses).

• Bank & Credit Card Reconciliation: Ensuring all financial accounts match external statements monthly for guaranteed accuracy.

• Receipt Management: Implementing efficient systems (often digital apps) to track, store, and manage all your receipts.

• Accounts Payable (A/P): Managing vendor bills, processing payments efficiently, and maintaining organized vendor files.

• Accounts Receivable (A/R): Handling client invoicing, recording payments, and performing necessary collections follow-up.

• Cash Flow Tracking: Monitoring the flow of cash to help you anticipate needs, manage surpluses, and maintain stability.

• Monthly Financial Reporting: Providing and explaining the Profit & Loss Statement and the Balance Sheet.

• Budget vs. Actual Analysis: Comparing current performance against your budget to highlight opportunities and manage costs.

• New Company Setup: Establishing your chart of accounts and initial financial records for new businesses or entities.

• Software Setup & Training: Installing and configuring leading bookkeeping software (like QuickBooks or Xero) and providing staff training.

• Cleanup & Catch-up Services: Fixing historical errors and bringing past financial periods completely up-to-date.