Bookkeeping Services
Clean books. Clear numbers.
Fewer surprises.
Simple, dependable bookkeeping services for established service-based businesses and nonprofits, backed by more than 20 years of business operations experience.
Need to get your books caught up? Start here →
How I Help
Three simple ways to get your books right and keep them that way
No huge menu of options. Just the services that matter most to business owners and nonprofit leaders who want accurate books and real financial clarity.
Primary Service
Monthly Bookkeeping
Consistent, accurate bookkeeping each month so you always know where your business stands.
- Transaction categorization
- Account reconciliations
- Monthly review of the books
- Financial statements
- Ongoing bookkeeping support
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Bookkeeping Cleanup & Catch-Up
For books that aren't ready for monthly bookkeeping yet. No judgment, just a clear path back to reliable numbers.
- Clean up historical issues
- Reconcile past accounts
- Correct classifications
- Get QuickBooks back into a reliable state
The Difference
Financial Review & Advisory
This is where my operations background comes forward, helping you understand what your financials are really saying.
- Walk-throughs of your financial reports
- Insight into cash flow and expenses
- A look at profitability trends
- Items that deserve your attention
Is This You?
You may be in the right place if...
If you recognize yourself here, you're not alone, and your books are more fixable than you think.
Book a Bookkeeping Consultation- ✓You're running an established business or nonprofit and bookkeeping keeps falling to the bottom of the list.
- ✓Your books are behind and you don't know where to start.
- ✓You aren't completely confident that QuickBooks is accurate.
- ✓You receive financial reports but aren't sure what they're telling you.
- ✓You've outgrown DIY bookkeeping.
- ✓You're tired of scrambling when your CPA asks for information.
- ✓You want someone dependable to take ownership of the bookkeeping.
- ✓You want a bookkeeper who understands how businesses actually operate.
Why Work With Me
More Than Bookkeeping
I bring more than bookkeeping knowledge to your business. I bring more than 20 years of experience working in and managing small businesses and nonprofits, along with an MBA and advanced QuickBooks training.
That means I don't look at your books in isolation. I understand how your numbers connect to your operations, decisions, cash flow, expenses, and overall business performance.
I'm paying attention to whether your books are accurate, but I'm also paying attention when something doesn't look right.
You don't just get someone who enters transactions. You get a financial partner who understands business.
Book a Bookkeeping ConsultationA Simple Process
Getting started is easier than you think
No complicated onboarding. No accounting jargon. Just three clear steps.
Let's Talk
We discuss your business, your current bookkeeping situation, and what you need.
We Get the Books Right
I review your QuickBooks file, identify problems, and determine whether cleanup is needed before monthly bookkeeping begins.
You Get Ongoing Clarity
Your books are maintained consistently, you receive regular financial reports, and you have someone keeping an eye on the numbers.
Serving two kinds of organizations with the same care:
You run your business. I'll help make sure your books give you a clear picture of how it's really doing.
Let's talk about where your bookkeeping stands today and what would give you more confidence in your numbers.
Book a Bookkeeping ConsultationNeed to get your books caught up? Start here →