Core Bookkeeping Essentials
- Monthly Reconciliations
- Journal Entries & Corrections
- Month/Year-End Closing
Full-charge bookkeeping for US & Canadian small businesses. I deliver audit-ready books, 5-day closes, and management dashboards that drive decisions.
From daily bookkeeping to strategic reporting, I provide tailored solutions designed to keep your finances accurate, compliant, and insightful.
I partner with ambitious founders and business owners who are ready to move from financial chaos to strategic clarity. My services are ideal for:
Handling project-based accounting, job costing, and compliance for developers and contractors.
Tracking project profitability, managing client retainers, and optimizing cash flow.
Handling inventory, COGS, sales tax compliance, and multi-platform revenue streams.
Anonymized snapshots of impact delivered for clients.
From Chaos to Audit-Ready
Turning Data Into Decisions
Improving Project Profitability
My goal isn't just to give you numbers; it's to provide you with a clear, visual story of your business's financial health. I transform complex data into intuitive, at-a-glance dashboards that empower you to make smarter, faster decisions.
$174k
58%
13%
Real words from teams I support.
From intro call to monthly delivery, clarity is built-in at every step.
We discuss your scope, systems, and goals to ensure we're a perfect fit.
I assess the health of your books and identify any cleanup needs. "This gave us peace of mind knowing our books were accurate."
Seamlessly get set up with secure access, a clear checklist, and defined KPIs.
I handle all reconciliations, adjustments, and validations for a timely close.
Receive your financial statements and actionable insights to guide your decisions.
I’m not just here to balance books — I’m here to give you the clarity and confidence to grow your business.
I started my bookkeeping career helping small businesses bring order to messy, stressful financials. Over the last 4+ years, I’ve managed 20+ client accounts across the U.S. and Canada — from retail and professional services to SaaS startups.
As a Certified QuickBooks ProAdvisor and Xero ProAdvisor, I specialize in full-charge bookkeeping, management reporting, and tax compliance under IFRS and GAAP standards. Whether it’s reconciling three years of backlogs or designing KPI dashboards that drive decisions, I deliver accurate, reliable results — always on time.
Quick answers to common questions.
I take data security seriously. I use secure, encrypted platforms for all file sharing and communication, and adhere to strict confidentiality agreements. Access to your financial software is granted on a least-privilege basis to ensure maximum protection.
I often collaborate with existing accountants and CPAs. My role is to handle the detailed, day-to-day bookkeeping and monthly reporting, which ensures your accountant has clean, accurate, and timely data for tax planning and strategic advisory. This teamwork approach saves you time and money.
Yes — secure, remote delivery across time zones using least‑privilege access.
Simple monthly tiers based on volume and complexity. Cleanup is quoted as a project.
Ready for stress-free books and audit-ready clarity? I’d love to partner with you.
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