STRESS-FREE BOOKS.
MORE INFORMED DECISIONS.

Precise bookkeeping & tax support; I help take the back office off your plate. Remote assistance available across the U.S.

🔹 Cleanup & catch-up (messy files welcome)
🔹 Monthly bookkeeping & close
🔹 Bank/credit card/loan reconciliations
🔹 AP & AR management
🔹 Payroll setup & filings
🔹 1099 prep & e-file
🔹 Sales tax setup & filings
🔹 Financial statements & KPI snapshots
🔹 Budgeting & forecasting
🔹 Cash-flow planning
🔹 Job costing & project profitability
🔹 QuickBooks Class & Location tracking
🔹 QBO file optimization & rules; chart-of-accounts reclass; data migration
🔹 Audit support — GL & Workers’ Comp (reports, reconciliations, PBC docs)
🔹 IRS & state notice resolution
🔹 Business consultation (startup/expansion/shutdown)

How it Works

Consult — scope & priorities • Review/Plan/Implement — books, workflows & tools (QBO, payroll, AP/AR, reports) • Monthly rhythm — close, reports & quick updates