What I offer
Services built around your business
From day-to-day bookkeeping to big-picture financial analysis, I offer the support small businesses actually need — delivered with care and clarity.
Bookkeeping
Clean books, less stress.
Bookkeeping
Consistent, organized financial records are the foundation of a healthy business. I handle the day-to-day transaction recording, account reconciliation, and ledger maintenance so your books are always accurate and up to date.
- Monthly transaction categorization and recording
- Bank and credit card reconciliation
- Accounts payable and receivable tracking
- Chart of accounts setup and maintenance
- Year-end preparation for your tax professional
Financial Reporting
Know exactly where you stand.
Financial Reporting
Clear, readable financial reports that give you a real picture of your business — without the jargon. I prepare the reports you need to stay informed and make confident decisions.
- Profit & Loss statements (monthly, quarterly, annual)
- Balance sheets and equity summaries
- Cash flow statements
- Custom reports tailored to your business needs
- Plain-language explanations of what the numbers mean
Business Analysis
Turn numbers into decisions.
Business Analysis
Your financial data tells a story — I help you read it. Through thoughtful analysis, I identify trends, flag concerns, and surface opportunities so you can plan ahead with confidence.
- Revenue and expense trend analysis
- Budget vs. actual comparisons
- Cash flow forecasting
- Profitability analysis by product, service, or client
- KPI tracking and dashboard summaries
Not sure which services you need?
That's completely okay — most of my clients aren't sure either when we first connect. Let's have a conversation and figure out what makes sense for your business.
Let's talk