Services
Personal Finance
Small Business
Additional Services
Personal Finance
Having a personal bookkeeper is not only a nicety. It gives you a teammate to help you plan your finances, get out of debt, and go on vacation!
- Help Building a Budget
- Regular Accountability to reach your goals
- Grow your personal Savings
- Personal Tax Preparation
Small Businesses
Reports that give you the ability to be proactive and relax knowing that your business is going in the right direction, giving you the confidence to make needed purchases.
- Setting up Bookkeeping Software
- Monthly, Quarterly, or as needed Bookkeeping.
- Financial Reports that help you act!
- Personal Tax Preparation
Additional Services
Whether you need help starting from the ground up or need something extra to help your internal bookkeeping team, I’m happy to help.
- Setup Accounting Software
- Setup Chart of Accounts
- Books Cleanup
- Personnel Training
Your finances are Unique, and so are my plans to help you!
Regardless of where you’re at with your finances and what specific help you need, I work to create a customized plan that fits your bookkeeping goals and your budget goals. After our initial consult, I prepare 3 proposals. In our next meeting, we review these proposals together and craft the bookkeeping plan that will be the best for you or your business.