When your books need attention—whether it’s a last-minute, multi-month cleanup for taxes or ongoing organization—you get personalized bookkeeping backed by trustworthy technology. I keep your records accurate, up-to-date and ready for tax time, business loans, or any surprises, so you can concentrate on what you do best.
Multi-month catch-up, messy books, or numbers that don’t make sense—no judgment, just fast results.
New business? Switching software? Get custom setup and guidance for easy, accurate books.
Monthly, quarterly, or as-needed check-ins to keep your business finances clear and ready for anything.
In order to successfully perform services for your business, we will need access to documents such as bank statements, prior year business tax returns, credit card and loan statements, etc. From time to time, we may also need to rely on clarification from you on certain transactions in order to ensure they are being properly categorized. We will also send you monthly or quarterly reports with analysis for you to review. At the end of the day, as the business owner you remain responsible for the accuracy of the financials. However, we are here to help make that happen as seamlessly as possible.
As a CPA (Certified Public Accountant), I’m held to the highest standards of ethics and confidentiality in the industry. My license requires me to protect your information and act in your best interest at all times. I also stay up-to-date through ongoing education and am accountable to my state licensing board. Your trust and security are my top priorities. I know trust isn’t automatic. Let’s start with a simple conversation and go from there.
I know how urgent this feels, and I’ll move as quickly as possible for you. The exact timeline depends on how much needs to be sorted out, but with prompt two-way communication—like sharing documents or answering questions quickly—we can speed things up together. Let’s connect to review your needs, set priorities, and get a realistic timeline in place!
It’s not strictly required—we can always enter transactions manually if you prefer. However, connecting your accounts securely to the accounting software really streamlines the process, reduces the chance of errors, and saves both of us a lot of time. This increased efficiency helps keep your quoted rate as low as possible. Ultimately, the choice is yours, and I’m happy to work with whatever you feel most comfortable with!
QuickBooks Online (QBO) is the industry leader, and as a certified QBO ProAdvisor, I know it inside and out. That said, I understand concerns about cost and I’m adaptable—I’ve worked with many different accounting systems over the years. Depending on your business needs and transaction volume, we can explore options like Xero, Wave, FreshBooks, or even a well-organized Excel setup for simpler situations. My goal is to find the solution that fits your comfort level, your budget, and the complexity of your books.
The Profit & Loss (P&L) statement is crucial for tax returns, since it shows your income and expenses for the year. However, the balance sheet is just as important for making sure your financial records are truly accurate.
Here’s why:
If your balance sheet isn’t correct, it can hide mistakes—like missing revenues, unrecorded expenses, or loans that aren’t tracked. These errors can make your P&L inaccurate, which means you could accidentally underpay (or overpay) your taxes. Underpaying taxes, even by mistake, can result in IRS penalties, interest, or unwanted attention if you’re audited.
A balanced, accurate set of books helps you claim all your legitimate deductions and report income properly. It offers peace of mind for you—and protection if the IRS or a lender ever takes a closer look at your finances.
Bookkeeping isn’t just a formality—it’s something the IRS actually requires. According to IRS Publication 583, you need to keep records that clearly show your business income and expenses. You don’t have to track every tiny purchase, but you do need enough detail—like sales, receipts, and what you spend money on—to support your tax return.
Being an entrepreneur or small business owner comes with a lot of freedom and exciting opportunities—but it also means taking on certain responsibilities, like keeping your finances in order and staying compliant. Good bookkeeping isn’t just about avoiding audits; it helps you stay in control, make better business decisions, and enjoy the rewards of running your own show without unwanted surprises at tax time.