What I Do

Services

From keeping the books to big-picture financial strategy — here's how I help businesses like yours.

📒

Bookkeeping

Organized records. Clear picture. Peace of mind.

Bookkeeping

Reliable, meticulous bookkeeping is the foundation of every well-run business. I manage your day-to-day financial records so you always have a clear, accurate picture of where things stand — without spending your own time on it. And if your books are a mess? That's okay. Clean-up projects are actually some of my favorites. No judgment, just results.

  • Monthly bank and credit card reconciliation
  • Accounts payable & receivable management
  • Payroll processing coordination & expense tracking
  • Preparation of profit & loss statements, balance sheets, and cash flow statements
  • Cloud-based bookkeeping via QuickBooks
  • Catch-up & clean-up bookkeeping — no matter how far behind
  • Year-end records organization for your tax preparer
Get Started
📊

Accounting & Advisory Services

Financial clarity that drives smarter decisions.

Accounting & Advisory Services

Good bookkeeping tells you what happened. Accounting and advisory work tells you what it means — and what to do next. I translate your financial data into clear, actionable insight so you can make decisions with confidence, not guesswork.

  • Monthly and quarterly management reporting
  • Cash flow analysis and short-term projections
  • Budget development and ongoing variance analysis
  • Key performance indicator (KPI) tracking and reporting
  • Financial statement analysis and interpretation
  • Chart of accounts setup and optimization
  • New business financial systems design and implementation
Get Started
📈

Fractional CFO Services

C-suite financial leadership, flexible engagement.

Fractional CFO Services

When your business is ready for big-picture financial strategy, the Fractional CFO service steps in. You get senior-level financial oversight — forecasting, performance analysis, investor-ready reporting — without the cost of a full-time executive. It's the kind of financial leadership that used to be reserved for much larger companies.

  • Multi-year financial forecasting and scenario modeling
  • Annual budget development and monthly variance analysis
  • Investor-ready financial reporting and presentation preparation
  • Business performance analysis and profitability deep-dives
  • Cash flow management strategy and optimization
  • KPI framework development and ongoing monitoring
  • Financial process improvement and systems implementation
Get Started

Not Sure What You Need?

That's completely okay. Reach out and we'll have an honest conversation about where your business is and what kind of support actually makes sense.

Schedule a Free Consultation