Providing Reliable Bookkeeping and Financial Structure for Small Businesses
Mission Statement
Some people are gifted in manufacturing, others build successful businesses through cooking, creativity, or hands-on services. My strength is in finance and the world of accounting. With years of experience managing books, payroll, reconciliations, and financial reporting, I help business owners stay organized, compliant, and financially confident. While you focus on what you do best—running and growing your business—I take care of the numbers, bringing accuracy, clarity, and peace of mind to your financial operations. Your success is my success, and my goal is to build long-term relationships where both of us can thrive and achieve financial stability together
Financial Record Maintenance
Digital Bookkeeping Setup
If you’re still managing your business finances manually, I can help you transition to a more efficient, high-tech bookkeeping system. I’ll set up and organize your financial records using the right accounting software for your needs. For many small businesses, QuickBooks is a great starting point because it’s reliable, easy to use, and designed to grow with your company. My goal is to make your financial process simpler, more accurate, and ready for the future.
Invoicing & Accounts Receivable Management
I handle the full invoicing process to keep your cash flow steady and organized. This includes preparing and sending accurate invoices, tracking payments, monitoring outstanding balances, and following up with customers when needed. With a structured invoicing system, your business gets paid faster and maintains clear financial records.
Tax Preparation
I provide reliable tax preparation services for individuals and small businesses, ensuring your returns are accurate, organized, and submitted on time. I also guide you through the filing process, whether electronically or by mail, so you can feel confident that everything is handled correctly and in compliance with tax regulations.
