Catch-up & cleanup
Months or years behind? I'll sort out the mess, reconcile your accounts, and get your books to a clean, accurate starting point, with no judgment.
Behind on your books? Not sure if you're making money? I'll get your numbers caught up, keep them current every month, and never make you feel bad about where you're starting.
You spend every hour running your business. The receipts pile up, the spreadsheet stopped working long ago, and tax time is a scramble. Maybe your last bookkeeper stopped answering. Maybe you've never seen a real financial statement.
If any of these feel true, you're in good company:
It doesn't have to be this way. I'll take the books off your plate so you can get back to your work and your family.
Months or years behind? I'll sort out the mess, reconcile your accounts, and get your books to a clean, accurate starting point, with no judgment.
Once you're current, I keep you there. Your transactions are categorized and reconciled every month, so the numbers are ready when you need them.
Starting fresh or starting over? I'll set up QuickBooks Online the right way for your business, with a chart of accounts that makes sense.
On a monthly bookkeeping plan, ask me questions anytime. Whether it takes ten minutes or ten hours, your monthly price doesn't change.
No matter how far behind you are, I'm here to help, not to make you feel bad. Ask me anything.
I treat your books like my own and learn how your business works, so I can point out things you might not see.
We talk about your business, where your books are today, and what you need.
I look at your current books so I know exactly what needs to be done.
You get a proposal that spells out exactly what I'll do for your business and what it will cost.
I have a degree in accounting and more than 25 years in technology. I started this practice to help friends whose small businesses had outgrown their spreadsheets. Now I help business owners everywhere understand their numbers and get their time back.
“All entrepreneurs should be able to do what they do best: run their business.”
I also prepare federal and state tax returns through my tax practice, Peace of Mind Taxes. Clean books all year make tax season faster and simpler.