I exist to take the stress off of small business owners so they can focus on what makes them money and to be able to sleep at night
Services We Offer
Accounting Services
* Financial Statement Preparation
We provide accurate, timely reports like profit and loss (P&L), balance sheets, and cash flow statements. These reports help you understand your financial health, make informed decisions, secure loans, and ensure compliance with tax regulations.
* Payroll Processing
We handle payroll, tax withholdings, and direct deposits, ensuring timely, accurate payments while staying compliant with federal and state laws. Our services minimize errors, penalties, and administrative stress, letting you focus on growth.
* Budgeting & Forecasting
We help with budgeting and forecasting to manage cash flow, plan for future expenses, and set realistic financial goals. Our insights enable proactive decisions, reduced risks, and optimized profitability.
* Financial Consulting
Get expert advice tailored to your business, covering cost reduction, revenue growth, tax efficiency, and financial planning. We offer solutions to improve pricing, cash flow, and business scaling.
* Financial Statement Preparation
We provide accurate, timely reports like profit and loss (P&L), balance sheets, and cash flow statements. These reports help you understand your financial health, make informed decisions, secure loans, and ensure compliance with tax regulations.
* Payroll Processing
We handle payroll, tax withholdings, and direct deposits, ensuring timely, accurate payments while staying compliant with federal and state laws. Our services minimize errors, penalties, and administrative stress, letting you focus on growth.
* Budgeting & Forecasting
We help with budgeting and forecasting to manage cash flow, plan for future expenses, and set realistic financial goals. Our insights enable proactive decisions, reduced risks, and optimized profitability.
* Financial Consulting
Get expert advice tailored to your business, covering cost reduction, revenue growth, tax efficiency, and financial planning. We offer solutions to improve pricing, cash flow, and business scaling.
Bookkeeping Services
* Transaction Recording
We track income, expenses, and bank transactions to ensure accurate financial records. Our bank reconciliations help prevent errors and maintain financial clarity.
* Accounts Payable & Receivable
We manage invoicing, payments, and collections to keep cash flow steady. We also organize and schedule vendor payments to avoid missed deadlines and maintain strong supplier relationships.
* QuickBooks & Xero Support
We set up, optimize, and manage QuickBooks and Xero for seamless financial tracking. Whether you need training, troubleshooting, or ongoing support, we help simplify your accounting.
* Monthly & Quarterly Reporting
We provide clear, customized financial reports to track profitability, cash flow, and trends, giving you the insights needed to make informed business decisions.
* Transaction Recording
We track income, expenses, and bank transactions to ensure accurate financial records. Our bank reconciliations help prevent errors and maintain financial clarity.
* Accounts Payable & Receivable
We manage invoicing, payments, and collections to keep cash flow steady. We also organize and schedule vendor payments to avoid missed deadlines and maintain strong supplier relationships.
* QuickBooks & Xero Support
We set up, optimize, and manage QuickBooks and Xero for seamless financial tracking. Whether you need training, troubleshooting, or ongoing support, we help simplify your accounting.
* Monthly & Quarterly Reporting
We provide clear, customized financial reports to track profitability, cash flow, and trends, giving you the insights needed to make informed business decisions.
Online Business Management (OBM)
We help online businesses run smoothly by managing teams, optimizing systems, and keeping projects on track.
* Team Management
We hire and onboard the right people, define roles, and structure teams for efficiency. We improve communication, collaboration, and performance to boost productivity.
* Systems & Processes
We set up and optimize business tools, streamline workflows, and organize data for smarter decision-making. We also stay up to date with the latest technology to keep businesses competitive.
* Project Management
We plan and execute projects with clear goals and timelines. By tracking progress and solving challenges, we ensure everything stays on schedule.
We handle the details so you can focus on growing your business!
We help online businesses run smoothly by managing teams, optimizing systems, and keeping projects on track.
* Team Management
We hire and onboard the right people, define roles, and structure teams for efficiency. We improve communication, collaboration, and performance to boost productivity.
* Systems & Processes
We set up and optimize business tools, streamline workflows, and organize data for smarter decision-making. We also stay up to date with the latest technology to keep businesses competitive.
* Project Management
We plan and execute projects with clear goals and timelines. By tracking progress and solving challenges, we ensure everything stays on schedule.
We handle the details so you can focus on growing your business!
About Me
As a Navy Veteran, I’m proud to now serve my country in a different field. My service instilled in me a keen attention to detail, which I now apply to helping small business owners manage their finances with accuracy and efficiency. I take the stress out of tax filing, payroll, and financial reporting so they can focus on growing their business—and sleep soundly at night.
Q&As
Q: Why should I pay someone hundreds of dollars monthly when I can use accounting software like QuickBooks or Wave? It’s not that hard.
A: Sure, you can do it yourself, but a professional bookkeeper ensures accuracy, saves you hours of work, and frees you up to focus on growing your business instead of balancing spreadsheets.
A: Sure, you can do it yourself, but a professional bookkeeper ensures accuracy, saves you hours of work, and frees you up to focus on growing your business instead of balancing spreadsheets.
Q: Bookkeeping services charge a lot, and I’m not convinced the value justifies the cost. I’d rather put that money back into my business.
A: While bookkeeping services have a cost, they often save businesses money in the long run by preventing costly mistakes, optimizing tax deductions, and keeping cash flow in check.
A: While bookkeeping services have a cost, they often save businesses money in the long run by preventing costly mistakes, optimizing tax deductions, and keeping cash flow in check.
Q: I’ve heard horror stories of bookkeepers taking days or even weeks to respond. I need quick answers, not endless email chains.
A: A dedicated bookkeeper is like having a financial partner on call. With the right professional, you get timely updates, quick responses, and real-time financial insights.
A: A dedicated bookkeeper is like having a financial partner on call. With the right professional, you get timely updates, quick responses, and real-time financial insights.
Q: I don’t want someone else managing my financial records. What if they make a mistake or overlook something important? I’d rather keep an eye on everything myself.
A: A good bookkeeper doesn’t take control away from you—they give you better control by organizing your finances, providing reports, and ensuring you always know where your money is going.
A: A good bookkeeper doesn’t take control away from you—they give you better control by organizing your finances, providing reports, and ensuring you always know where your money is going.
Q: Many bookkeepers advertise low prices but then tack on extra charges for things like tax prep, payroll, or consultations. I don’t want to get nickel-and-dimed.
A: Transparency is key when choosing a bookkeeper. Many offer fixed pricing, and the right service will clearly outline what’s included so you get exactly what you need without surprises.
A: Transparency is key when choosing a bookkeeper. Many offer fixed pricing, and the right service will clearly outline what’s included so you get exactly what you need without surprises.
Q: Handing over financial data to an outsider feels risky. What if they mishandle my information, or worse, steal from me?
A: A reputable bookkeeper follows strict security protocols and uses encrypted software to keep your financial data safe—often more secure than storing it yourself.
A: A reputable bookkeeper follows strict security protocols and uses encrypted software to keep your financial data safe—often more secure than storing it yourself.
Q: Many bookkeeping firms seem to take a one-size-fits-all approach. My business is unique, and I doubt they’ll truly understand my needs.
A: The right bookkeeper tailors their services to fit your industry and specific business needs, ensuring your finances are handled in a way that supports your growth.
A: The right bookkeeper tailors their services to fit your industry and specific business needs, ensuring your finances are handled in a way that supports your growth.
Q: I still have to gather receipts, categorize transactions, and double-check their work. So what am I really paying for?
A: A professional bookkeeper doesn’t just record transactions—they automate processes, organize records, and eliminate the stress of tax season, giving you back valuable time.
A: A professional bookkeeper doesn’t just record transactions—they automate processes, organize records, and eliminate the stress of tax season, giving you back valuable time.
Q: A bookkeeper just records transactions, but I need strategic advice on cutting costs, improving cash flow, and scaling my business. If they can’t offer that, why bother?
A: While bookkeepers track your numbers, many also provide financial insights, helping you budget smarter, improve profitability, and make informed decisions.
A: While bookkeepers track your numbers, many also provide financial insights, helping you budget smarter, improve profitability, and make informed decisions.
A: How do I know if they’re actually competent? A bad bookkeeper can do more harm than good, and I don’t want to deal with a mess later.
A: A great bookkeeper is a long-term asset to your business. With referrals, reviews, and certifications, you can find a reliable expert who becomes a trusted financial partner.
A: A great bookkeeper is a long-term asset to your business. With referrals, reviews, and certifications, you can find a reliable expert who becomes a trusted financial partner.