Start by filling out the contact form or filling out an intake form. From there, you will be prompted to schedule a discovery call so I can learn more about your business!

Once you submit the form, I’ll review your responses and reach out within 1–2 business days to schedule a discovery call. This gives us a chance to chat about your business goals, bookkeeping needs, and which package might be the best fit for you.

I don’t process payroll directly, but I will track your payroll activity (wages, taxes, benefits) inside your books if you’re using a provider like ADP, Gusto, or Paychex. You stay compliant, I keep your books clean.

I do! — although I am not a CPA. I am a senior tax accountant who specializes in tax preparation with 17 years experience . Please let me know if you are interested in adding this to my provided services.

I work in QuickBooks Online, and I’ll guide you through setup or take over an existing account. If you’re using something else, I’m happy to chat about how I can support your system.

Yes! If your books are a bit behind (or a lot), I offer clean-up and catch-up services to get you back on track. Once we’re current, we can start monthly support.

I do! Whether you need a financial check-up, QuickBooks clean-up, or end-of-year prep, I offer one-time support starting at $250.

I work with service providers, creatives, solopreneurs, and local business owners who want peace of mind, better systems, and clarity in their numbers.

If you’re spending more time trying to organize receipts than growing your business— or avoiding your numbers all together— it’s time. Whether you’re just getting started or feeling overwhelmed by messy books, I meet you where you are and help you move forward with clarity.