Bookkeeping + Operations

Clean books.
Simpler operations.

Virtual bookkeeping for founder-led businesses, from someone trained in accounting and financial operations. I keep your numbers right every month and fix the processes that keep making them messy.

Always Free

Start with the Insight Session.

Before anything else, I want to see where your books and your processes actually stand. The Insight Session is a free, focused 45-minute to one-hour conversation. You leave knowing how far behind your books are, what it would take to get current, and what is causing the mess, whether you hire me or not.

Book Your Free Insight Session
No commitment required
Bookkeeping
Numbers you can
actually trust.

Most clients start with a cleanup to get current, then move to monthly bookkeeping so the books stay that way, in the tools you already use.

Start Here
Cleanup
Fixed price, quoted upfront
Scoped by how far behind you are

Months behind? Switching bookkeepers? Not sure the numbers you have are right? I catch your books up, reconcile every account, and hand you a clean balance sheet so you start from solid ground.

What is included
  • Catch-up categorization of past transactions
  • Reconciliation of every bank and credit card account
  • Cleanup of duplicates, miscoded entries and old balances
  • Clean P&L and balance sheet through the current month
  • A short summary of what I found and what caused it
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Core Service
Monthly Bookkeeping
Flat monthly fee
Reports by mid-month
No long-term contract

Every month, your accounts are reconciled, your transactions are categorized, and your reports land in your inbox ready to use. You always know where the business stands, and tax time stops being a scramble.

Plans sized to your business
Essentials
Sole proprietors and very small businesses with one or two accounts.
Standard
Growing teams with regular invoicing and several accounts.
Plus
Teams with staff, vendors and receivables to track.
Every plan includes
  • Monthly bank and credit card reconciliations
  • Transaction categorization and receipt matching
  • Monthly P&L and balance sheet
  • Year-end package ready for your tax preparer
  • Direct access to me, not a ticket queue
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Operations Add-Ons
Fix what makes
the books messy.

Late invoices, lost receipts and approvals that live in group texts all show up in your books eventually. When the problem is the process, not the entries, these are how I fix it.

One Problem
The Fix
Completed in 2–3 weeks
No payment until the work is done

One focused problem, fully solved. I pick the single process causing the most trouble and handle it end to end, from diagnosis through implementation. Clean scope, clear deliverable, real result.

Examples of what gets fixed
  • Invoicing and payment follow-up
  • Receipt and expense capture
  • Bill approval and payment workflow
  • Rebuilt reporting or tracking spreadsheet
  • Intake or onboarding process cleanup
  • SOPs for your most critical workflows
Get Started →
Full Engagement
The Overhaul
4–6 week engagement
No payment until the work is done

A full cleanup of how money and work move through your business. This is for the owner who is ready to stop patching things and build a real foundation. I work through intake, billing, reporting and admin systems together, and leave you with something that runs without you holding it together.

What is included
  • Everything in the Insight Session
  • Implementation across 3–5 priority areas
  • Full SOP documentation for core processes
  • Reporting and visibility system buildout
  • Intake, billing and client flow redesign
  • Ongoing check-ins throughout the engagement
  • 30-day follow-up after delivery
Get Started →

How it typically works

Most clients start with the free Insight Session, get current with a cleanup, and move to monthly bookkeeping. Process fixes come in whenever they are needed.

1
Free Insight Session
A focused conversation about where your books stand and what is getting in the way.
2
Cleanup
I catch your books up and reconcile everything, so we start from accurate numbers.
3
Monthly Bookkeeping
Reconciled accounts and clear reports every month, without it eating your time.
4
Fix the Root Cause
If a process keeps creating problems, I fix the process, not just the entries.

Common questions

Is the Insight Session really free?
Yes, completely. It is a focused 45 minutes to an hour, with no open-ended commitment on your time. You get a clear picture of where your books stand and what to fix first, yours to keep whether we work together or not.
What software do you use?
I work in the tools you already have. If your books live in accounting software, we pick up where you are. If you are on spreadsheets or nothing at all, we will figure out the simplest setup that fits. For process work, I build around the tools you already have rather than selling you new ones.
I am months behind. Is that a problem?
Not at all. That is exactly what the Cleanup is for. Being behind is common, and the sooner we get you current, the easier tax season and every decision after it becomes.
Do you do taxes?
I keep your books clean and tax-ready all year and hand your tax preparer a complete year-end package. If you do not have a preparer, ask me during your Insight Session.
What kinds of businesses do you work with?
Founder-led and service-based businesses of all kinds. Healthcare practices, event companies, salons, nonprofits, professional service firms and family-owned businesses. If you run the business and still end up touching the books, you are who I work with.
How does pricing work?
Cleanup is a fixed price quoted upfront, based on how far behind you are. Monthly bookkeeping is a flat fee based on your transaction volume and number of accounts, with no long-term contract. The Fix and The Overhaul are not paid until the work is delivered.

Not sure where your books stand?

Start with the free Insight Session. It costs nothing and leaves you with a clear picture of your numbers and what is slowing your business down.

Book Your Free Insight Session (330) 604-0717