Ways I Can Help
Thoughtful accounting support tailored to the needs of each business.
Accounting & Bookkeeping
Reliable bookkeeping and accounting support tailored to the needs of each business.
Monthly bookkeeping
Account reconciliations
Financial statements
Payroll coordination and support
Cleanup & Catch-Up Work
Helping businesses clean up messy books and create more reliable financial records.
Historical cleanup
Reconciliation issues
Untangling prior bookkeeping
Financial cleanup projects
Bookkeeping Support & Training
Support for businesses that want to keep bookkeeping in-house but need guidance, training, or oversight.
Training and supporting a bookkeeper
Workflow and process organization
Ongoing guidance and troubleshooting
Financial review and oversight
Financial Reporting & Business Insights
Helping business owners better understand profitability, cash flow, and overall business performance.
Cash flow reporting
Profitability analysis
Job costing and margin tracking
Trend analysis
Customized business reporting
Tax Return Review & CPA Communication
For existing clients whose books I already know well, I can help review financial information for consistency and assist with CPA communication.
I do not prepare tax returns or advise on tax positions.
Reviewing financials against tax returns
Helping identify inconsistencies
CPA communication support
Financial organization during tax season
Helping businesses untangle financial or reporting problems that do not fit neatly into normal bookkeeping work.
Financial Problem Solving
Reconciling systems that do not tie together
Reporting setup and restructuring
Troubleshooting complex financial issues
Multi-system reconciliations