Bookkeeping, Accounting
and
Fractional Controller Services
for
Your Growing Business
Hello, Business Owner!
Can I ask you something?
If you had an extra hour in your day, would you spend it on bookkeeping—or doing what you do best? Whether it's growing your business, spending time with family, or taking a well-earned break, I can take bookkeeping off your plate so you can focus on what matters most.
Even better, I’ll help you grow by bringing clarity to your finances. Do you know what’s driving your costs? Where you’re most profitable? Where you could be saving more?
Let’s make your money make sense—so you can make confident, informed decisions.
SERVICES OFFERED
Core Bookkeeping Services
• Transaction categorization
• Bank account reconciliation
• Credit card reconciliation
• Loan reconciliation
• Balance sheet review for accuracy
• Monthly or quarterly financial reports (Profit & Loss + Balance Sheet)
Compliance & Support Services
• 1099 preparation & compliance
• Sales tax tracking & filing support
• Liaison with your tax preparer
Client Support
• Email and phone support
• Business review meetings (quarterly or monthly)
Advanced Insights & Planning
• Custom business reports
• Cost analysis and advisory
• Profitability & cash flow forecasting
• Budgeting & financial planning
Catch-Up Bookkeeping
• Catch-up for prior months
• Discounted when bundled with monthly service
Payroll Support
Please Note: Income Tax Services Not Offered
I do not provide income tax return preparation or tax planning services. I believe you’ll be best served by professionals who specialize in tax—experts who stay up to date with ever-changing tax laws, work closely with the IRS, and have deep experience with audits. My focus is on accurate, insightful bookkeeping that helps you grow your business. Your tax advisor will ensure your returns are filed correctly and your deductions are maximized.