Services

Essentials Bookkeeping

  • Weekly transaction categorization
  • Invoice processing & bill pay support
  • Monthly account reconciliations & standard financial reports
    • Profit & Loss
    • Balance Sheet
    • Cash Flow Statement
  • Sales tax tracking & remittance (as applicable)
  • City & State business filings (as applicable)
  • 1099 preparation & filing (as applicable)
  • Quarterly & year-end reports for accurate tax filing
  • Monthly or twice-monthly virtual check-in meetings (30 minutes)
Contact
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Premium Bookkeeping

    Everything in Essentials Bookkeeping, plus:
  • Budget planning & creation support
  • Custom financial reports (e.g., Budget vs. Actual, AP Aging, etc.)
  • Twice-monthly or weekly virtual check-in meetings (30 minutes)
Contact

One-Time Services

  • Bookkeeping System Setup & Implementation
  • Clean-up & Catch-up Services
    • Simple
    • Moderate
    • Complex
(Services & pricing will be based on volume, complexity, and time required)
Contact
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Mission

To provide reliable, thoughtful bookkeeping that brings clarity and peace of mind to small business owners. I create systems that are sustainable, accessible, and grounded in integrity so my clients can focus on their work without unnecessary stress or barriers.

Vision

To build a business known for trust, steadiness, and equitable practices that support a wide range of people and ways of working. I envision a world where financial systems are clear, humane, and accessible—not overwhelming or exclusionary.

Values

  • Simplicity
  • Integrity
  • Sustainability