Services Include:
Why Reliable Bookkeeping Matters
The Foundation of Smart Business Decisions
Too many business owners operate with outdated or incomplete financial information, making critical decisions based on their bank balance rather than true profitability. I’ve seen companies miss opportunities, overspend, or face cash flow crises simply because they didn’t have accurate, timely financial data.
Reliable bookkeeping isn’t just about compliance—it’s about giving you the clear financial picture you need to make confident business decisions. When your books are current and accurate, you can spot trends early, plan for growth, and avoid costly surprises.
With proper monthly bookkeeping, you’ll always know where you stand financially, making it easier to manage cash flow, track profitability, and plan for your business’s future.
My Monthly Process
I follow the same systematic process every month to ensure accuracy, consistency, and valuable insights for your business.
Transaction Recording & Review
I start each month by downloading and reviewing all your transactions, ensuring everything is properly categorized and coded for maximum clarity.
Financial Statement Preparation
I prepare clear, professional financial statements that show your true profitability and financial position.
Analysis & Insights
I review your numbers for trends, opportunities, and potential concerns, providing insights beyond the basic reports.
Account Reconciliations
Every bank account, credit card, and loan is reconciled monthly to ensure accuracy and catch any discrepancies immediately.
Monthly Communication
You receive your completed financials with my analysis and recommendations, plus I’m available for any questions or discussions about your results.
Why Choose My Bookkeeping Services?
CPA-Level Expertise
You get the knowledge and experience of a licensed CPA, not just a bookkeeper—ensuring accuracy, compliance, and strategic insights.
Industry Experience
With 15+ years across startups, nonprofits, property management, and various industries, I understand the unique needs of different business types.
Personal Attention
When you work with me, you get me personally—direct access to your CPA for questions, insights, and strategic guidance.
Proactive Communication
I don’t just send reports—I help you understand what they mean and provide recommendations for improvement.
Technology Integration
Proficient in QuickBooks, NetSuite, and other platforms, with secure cloud-based systems for seamless collaboration.
Professional vs. DIY Bookkeeping
Many business owners wonder whether to handle their own bookkeeping or hire a professional. Here’s an honest comparison to help you decide what’s right for your business stage and goals.
DIY Bookkeeping
Buzzy Books & Ledgers
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.
