Solutions for all your business needs

  • New business setup and accounting system implementation
  • Chart of accounts setup and optimization
  • Financial infrastructure consulting
  • QuickBooks setup, training, and cleanup
  • Financial system optimization and automation
  • Audit preparation and support

Perfect for: New businesses, companies switching systems, and businesses needing process improvement

  • Monthly, quarterly, and year-end bookkeeping
  • Bank, credit card, and loan reconciliations
  • General ledger maintenance
  • Accounts payable and receivable management
  • Custom financial statement preparation
  • Cash flow analysis and management

Perfect for: Small businesses, growing companies, and nonprofits needing reliable monthly support

  • Custom financial statement preparation
  • Budgeting and forecasting support
  • Cash flow analysis and management
  • Trend analysis and performance metrics
  • Investor and lender reporting packages
  • Strategic insights beyond basic reports

Perfect for: Growing businesses needing strategic financial insights and data-driven decision support

  • Nonprofit: Fund accounting, grant tracking, 990 preparation, compliance support
  • Property Management: Multi-entity financial operations and investor reporting
  • Retail & Manufacturing: Inventory management and cost accounting
  • Startups: Growth-stage oversight and investor-ready reporting
  • Service Businesses: Project profitability and resource allocation

Perfect for: Industry-specific needs requiring specialized expertise

Ready to Get Started?

Every business is unique, and your accounting needs are too. Let’s talk about your specific challenges and goals in a free 30-minute consultation.

In our conversation, I’ll:

  • Review your current financial situation
  • Identify opportunities for improvement
  • Recommend the right services for your needs
  • Answer any questions about working together

No pressure, no sales pitch – just honest advice about what’s best for your business.

Empowering you to make sound financial decisions.

Your numbers tell a story—but only if you know how to read them. I don’t just manage your books; I translate your financial data into actionable insights that drive smart business decisions.

No matter who you are, we’ve got what you need.

Startups & New Businesses

From business setup to investor-ready reporting, I help starups build strong financial foundations that scale with confidence.

Ideal for: New ventures, early-stage companies, businesses seeking investment

Small & Growing Businesses

Reliable monthly bookkeeping, strategic financial planning, and CFO-level insights to fuel your business growth.

Ideal For: Established SMBs, companies with 2-50 employees, businesses ready to scale

Industry Specialists

Expertise in property management, retail, manufacturing, and service businesses with complex financial needs.

Ideal for: Property management companies, multi-location businesses, specialized industries

Get a personal consultation.