Better bookkeeping to keep you organized and financially empowered.
✓ Timely and comprehensive financial reporting
✓ Strategically maximize tax deductions
✓ Clear financial reports + records
✓ Ensure compliance
All tailored to your specific business!
Our simple, straight-forward approach empowers business owners with the tools needed to make more informed financial and operational business decisions.
How We Can Help
Your Business Get Organized
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✓ Detailed recording of every deposit and expense to ensure you receive the tax write-offs you deserve!
✓ Perfectly categorized and reconciled transactions every month
✓ Crystal clear financial statements with real-person analysis via email and/or scheduled calls
✓ All financials are tax ready and we will work directly with your CPA if desired
✓ Monthly or quarterly services depending on your company's needs
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✓ Add-on to any bookkeeping package
✓ Unlimited payroll runs and contractor 1099 payments
✓ Time tracking
✓ Preparation and filing of quarterly payroll returns
✓ Payroll system training
✓ Powered by Gusto
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✓ LLC formation in your state
✓ Statement of Information
✓ Federal Tax ID (EIN)
✓ PDF of requirements after registration
optional:
✓ File an S Corp election with the IRS✓ Employer registration in your state
A Bit About Me
With over two decades of expertise in financial management and bookkeeping, I’m a seasoned professional passionate about balancing the books and solving financial riddles. As a Certified ProAdvisor, I’m extremely proficient in all QuickBooks platforms and have a deep understanding of accounting principles. Maintaining comprehensive financial records, ensuring compliance with regulatory standards, and optimizing financial processes to enhance efficiency and maximize tax deductions are my specialty.
Throughout my career as an independent bookkeeper, I’ve worked exclusively with small businesses which has provided me insight into the intricacies of entrepreneurship. I’m able to tailor my services to suit the unique circumstances of each client, and offer guidance and support for a myriad of financial needs, including managing cash flow, strategically minimizing tax liabilities, and implementing systems for growth.
