You started a business for the passion, not the paperwork.

My 4-Step Process

Record
I capture all business transactions using source documents like receipts, invoices, and bank statements leveraging technology to streamline this process.
Organize
I post these transactions to the general ledger, categorize them, and review for accuracy.
Report
I then generate financial statements such as the income statement, balance sheet, and cash flow statement.
Communicate
We review these reports together: discuss any trouble areas, answer any questions you have, review insights.

Repeat!

The following services are included in ALL accounting packages

I call this the “gritty groundwork” of bookkeeping—the essential first step that builds the foundation for accurate financials and informed decisions. While every transaction contributes to this process, it often trips up business owners because it’s time-consuming work that pulls focus from running the business.
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With your books closed, it’s time to review the financials—your Income Statement, Balance Sheet, and (sometimes) Cash Flow Statement—all of which reveal profitability, financial health, and cash management. The bottom line: good financials depend on good data, so accurate entries lead to valuable insights while poor data only leads to poor decisions.
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Now that the foundational data is entered, it’s time to close the books—a detailed monthly process that ensures your financials are complete, accurate, and ready for reporting. Skipping even one month can create a snowball effect of issues, which is why consistency is critical.
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The following services may not be included in all accounting packages

The new year often begins with the task of determining who needs a 1099 and filing those forms on time—but the rules can be confusing and change year to year. I guide you through the process and ensure your filings are accurate, compliant, and submitted on time.
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Sales tax is often misunderstood, but the truth is simple: the money collected at the point of sale isn’t yours—it belongs to the state, and falling behind can have serious consequences. I help ensure your sales tax is collected, calculated, and filed correctly, so you stay compliant and avoid costly surprises.
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I don’t prepare tax returns, but my CPA firm experience allows me to review them with a deep understanding of how they work—ensuring your books align with what’s reported. Since adjustments during tax prep can create discrepancies, my review helps prevent red flags in the event of an audit.
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KPI reporting goes beyond standard financials by tracking the key metrics that drive your business—like profit margins, cash flow, or industry-specific benchmarks—so you can measure performance and spot trends with clarity. By focusing on the numbers that truly matter, you gain the insights and confidence to make smarter decisions and achieve your goals.
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