Bookkeeping that meets you where you are
Whether your books are clean, messy, or completely behind — it’s never too late to get organized. My job is to bring clarity, consistency, and peace of mind to your finances.
Monthly bookkeeping (Rank 1–3)
All ranks are built on the same foundation: accurate records, consistent processes, and tax‑ready reports. As your business grows, you simply rank up.
Rank 1 – Foundation
Ideal for small businesses that want clean books without overcomplication.
- Monthly bank & credit card reconciliations
- Accurate transaction categorization
- Expense consistency (rules to prevent repeat mistakes)
- Monthly Profit & Loss report
- Email support for questions
You’ll know exactly where your money is going each month.
Rank 2 – Growth
For growing businesses that want stronger visibility and organization.
- Everything in Rank 1
- Balance sheet snapshot
- Light accounts receivable & payable tracking (if needed)
- Monthly report package with notes
- Priority support & faster responses
Helps you understand not just profit, but your overall financial position.
Rank 3 – Insight
Best for owners who want deeper insight and ongoing guidance.
- Everything in Rank 2
- Custom reports or KPIs (as needed)
- Monthly review call to explain the numbers
- Hands‑on support and proactive communication
Designed to support smarter decisions as you scale.
Cleanup & Catch‑Up bookkeeping
Messy books are common — and fixable. You’re not behind, you’re just ready to get organized.
If your books haven’t been touched in months (or years), cleanup work brings everything up to date. This is a one‑time project that sets the foundation for stress‑free monthly bookkeeping.
- Review and correct past transactions
- Reconcile bank and credit card accounts
- Fix mis‑categorized expenses
- Organize accounts for clean reporting
- Prepare books to hand off cleanly to a CPA or tax preparer
Good to know: There’s no judgment here. Most clients start with cleanup — and feel immediate relief once it’s done.
What I do — and what I don’t
Clear boundaries keep your business compliant and your finances clean.
What I do
- Bookkeeping and financial organization
- Monthly reconciliations & reports
- Tax‑ready financial statements
- Coordination with your CPA or tax preparer
What I don’t do
- File business or personal tax returns
- Provide tax advice or legal advice
- Act as a CPA or tax preparer
- Replace your accountant — I support them
Why this matters
You get clean books handled correctly — and your CPA gets accurate information without confusion or extra cleanup work.
Not sure where you fit?
That’s normal. Start with a quick call and I’ll recommend the right rank or cleanup plan — honestly and without pressure.