Clear numbers, a real plan, and someone in your corner.
Two focused offerings — one for your household, one for your business — both built on honest bookkeeping and practical guidance.
Personal budgeting
Does financial freedom ever feel out of reach? It isn't. We'll build a plan around your life, attack the debt, and keep more of every paycheck you earn.
Imagine those double-digit credit card bills and late fees becoming a thing of the past — and vehicle payments that no longer keep you up at night. It takes perseverance, focus, and accountability, and I'll be your cheerleader through all of it.
Start budgeting →What's included
- ✓ Talk through your personal financial goals
- ✓ Uncover what motivates — and what holds you back
- ✓ Show you how to pull your credit reports, for free
- ✓ Build a detailed budget together to make goals visible
- ✓ Outline a clear path for eliminating debt
- ✓ Financial education and insight along the way
- ✓ Recurring check-ins to track your progress
What's included
- ✓ Track income and expenses
- ✓ Reconcile bank and credit card accounts
- ✓ Manage invoices and bills
- ✓ Prepare financial reports
- ✓ Maintain your accounting software records
- ✓ General ledger analysis
- ✓ Organize records for tax filings
- ✓ Process 1099s and W-2s
Professional bookkeeping
You started a business to do work you love and be your own boss — not to drown in invoices, vendor payments, and reconciliations.
With over two decades of professional experience, I know exactly what needs to happen to keep your books clean and your business running smoothly, so you can stay focused on the big picture.
Hand off the books →Fluent in the software you already use.
Experienced across the platforms small businesses rely on every day.
QuickBooks
Setup, cleanup, and day-to-day bookkeeping.
Sage
Full-cycle accounting and reporting.
Great Plains
Experienced user for larger ledgers.
Microsoft Office Suite
Expert-level Excel, Word, and beyond.
1099s & W-2s
Prepared and processed accurately.
Tax-ready records
Organized and handed off to your preparer.
Not sure which fits? Let's talk it through.
A quick, free conversation is the easiest way to figure out where to start.