Services Built for Clarity and Growth

 If your books have become a source of stress, let’s clear the air. I specialize in untangling the mess and getting everything back to center so you can move forward with a clean slate. 

• Historical Review: A deep dive into your past transactions to ensure everything is categorized correctly
• Account Reconciliation: Bringing your bank, credit card, and loan balances into perfect alignment
• Financial Correction: Fixing duplicate entries, old errors, and "mystery" numbers
• Tax-Ready Preparation: Organizing your records so your CPA can work efficiently without extra fees
• Diagnostic Report: A clear summary of what was fixed and where you stand now

 Consistency is the key to peace of mind. I handle the monthly heavy lifting so your financial data is always a true reflection of your hard work. 

• Ongoing Categorization: Keeping your income and expenses organized in real-time
• Monthly Reconciliations: Ensuring your books match your bank statements every single month
• Financial Statement Delivery: Clear P&L and Balance Sheets delivered straight to your inbox
• Receipt Management: Helping you track documentation so you stay compliant
• Unlimited Email Support: I’m in your corner whenever you have a quick question about a transaction

 For the leader ready to lead with data, not just intuition. We move beyond the basics to look at the "why" behind your numbers. 

• Custom Budgeting: Creating a roadmap that aligns with your actual business goals
• Cash Flow Forecasting: Predicting your future balances so you can plan for big purchases or hires
• Key Performance Indicators (KPIs): Tracking the specific metrics that drive your profit
• Strategy Sessions: Dedicated time to review your reports together and pivot where needed
• Accounts Receivable/Payable Oversight: Managing who owes you and who you owe to keep cash moving