Bookkeeping You Can Rely On

Recurring monthly bookkeeping handled with care: transactions categorized, accounts reconciled, and clean financial statements delivered on a predictable schedule. You always know where the business stands.

Every bank, credit card, loan, and merchant account reconciled monthly against statements — the discipline that separates trustworthy books from a spreadsheet you can't rely on.

Accurate categorization of every dollar in and every dollar out, with a chart of accounts designed for the way you think about your business — not a generic template.

Brand-new setup or a thoughtful migration from another system. I'll configure your QuickBooks Online file, connect bank feeds, build out your chart of accounts, and set up the right products, services, customers, and vendors.

Behind on bookkeeping? Books a mess from a prior provider? I specialize in rebuilding messy or out-of-date books — month by month, year by year — until your file is accurate, current, and tax-ready.

Payroll processing, payroll tax filings, and the ongoing compliance work that keeps you in good standing with federal, state, and local agencies. I coordinate closely with your payroll platform of choice.

Retail comes with sales tax complexity that grows fast across states and platforms. I track taxable sales, manage nexus considerations, and file sales tax returns on time.

Bill entry, vendor management, payment scheduling, and 1099 tracking — so your vendors are paid on time and your year-end filings are painless.

Profitability is more than the bottom of the P&L. I track revenue and costs by job, project, or client so you can see which work is paying you — and which is quietly eating margin.

Inventory tracking, valuation, and reconciliation — built to match how your products move, with COGS that reflects reality rather than a year-end guess.

Bookkeeping isn't just about looking back. I flag what I see in the numbers — trends, anomalies, opportunities — so you can act on the data, not just record it.

Standard reports are a starting point. I build custom reporting around the questions you ask about your business — and deliver it in a format that's easy to read.