Accurate Books. Better Business Outcomes.
Your stress-free bookkeeping begins today. I specialize in bookkeeping for people and businesses that don’t have time to babysit their finances—contractors, landlords, tradesmen, and hands-on small business owners. My CPA training means your books aren’t just done; they’re done right. I translate complex numbers into clear insights you can actually use. With me, you get accuracy, communication, and peace of mind.
Serving businesses right here in the Central Valley, and anywhere else remotely. I could not be more excited to bring professionalism and accuracy to all my upcoming clients.
Accepting clients from all revenue ranges for a limited time!
Discover our services
Using QuickBooks Online, I transform your financial data—no matter the format—into clean, accurate, and easy-to-understand financial statements you can use with full confidence. By coordinating directly with your tax preparer, I ensure your books and tax filings work seamlessly together, creating a smoother and stress-free tax season. With accurate bookkeeping comes valuable insight, revealing hidden opportunities and potential risks that every business owner should know.
The reports I provide serve as essential documentation for lenders, creditors, investors, and any party evaluating your business. Delivering timely, reliable financial information strengthens confidence in your operations and supports your ability to grow.
Integrity and confidentiality are at the core of every service I provide, and I handle each transaction with the utmost professionalism.
I look forward to supporting you and your business.
Custom pricing for each client.
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Customizable routine services include:
Logging & Categorizing Transactions
Bank & Credit Card Reconciliations
AP/AR Management
Payroll Processing
Forecasting and Budgeting
Cash Flow Management
Internal control management
Owner compensation strategy
Monthly Profit & Loss/Balance sheets
Expense Review and organization
Year-end Tax package for your CPA
and much more!
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Services include:
Fixing months (or years) of disorganized books
Correcting categories and financial structure
Rebuilding accurate historical records
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Services in conjunction with monthly bookkeeping include:
Cash Flow Guidance
Expense Tracking Recommendations
Organizing your bookkeeping workflow
Best-practice Financial & Entity Structure for your business.
Monthly/Quarterly reviews of hidden opportunities and potential risks.
1. Discovery & Initial Setup
We start with a short discovery call to understand your business, your current bookkeeping situation, and what you need from your numbers. From there, we agree on the right service level, sign a simple service agreement, and I send you an onboarding checklist. You’ll securely share access to your bank and credit card accounts, any existing QuickBooks or Excel files, payroll reports, and prior financial statements so I can see the full picture.
How It Works
2. System Build, Organization & Clean-Up
Next, I set up or refine your QuickBooks Online file specifically for your business. This includes building a practical chart of accounts, connecting your financial institutions, and cleaning up past months of activity. I reconcile each account, correct miscategorized transactions, fix balances, and organize your income and expenses so your books are accurate, complete, and easy to follow.
3. Review & Financial Clarity
Once your books are in good shape, we meet to review your first set of clean reports together—Profit & Loss, Balance Sheet, and key insights. I walk you through what the numbers actually mean, highlight trends or red flags, and answer any questions you have. The goal is simple: you should know where your business stands financially and feel confident in the accuracy of your books.
4. Ongoing Monthly Bookkeeping & Year-End Support
After onboarding, I take bookkeeping off your plate. Each month, I categorize transactions, reconcile your accounts, and send you clear, up-to-date financial statements along with a brief summary of what’s important. At year-end, I prepare a complete package for your tax preparer so tax season is smooth and efficient. You get consistent, reliable books and a direct line to someone who actually understands your business.
