Our Services

We pride ourselves on offering a comprehensive suite of services designed to meet the unique needs of businesses and individuals alike. Explore our range of services, from meticulous bookkeeping to proactive tax strategies, all crafted to empower you with financial wellness and give you the freedom to focus on what truly matters.

The Basics

Bookkeeping, reconciliations, statement organization, and everything in between. Let me handle the day to day of your accounting.

Budget Planning

Create a plan that works for your business by considering your past and making big goals for your future.

Operational Reports

This is any type of report needed by the business owner.  For example a Salon owner needs Retail Sales by Stylist every Tuesday?  I can make that happen.

Consulting

Your financial reports hold plenty of information regarding the activities of your business. Let me help you make decisions by translating those reports.

KPI Tracking

Create goals and work towards them with actual numbers pointing you in the right direction. Not every business is the same, let’s track what makes you unique.

Financial Health Check

Let’s make sure you are not just making ends meet but strategizing ways to thrive in your finances, both professionally and personally.

Sales Tax

If your business is required to pay sales tax, you know how stressful it can be to manage the requirements
of all 50 states - I got you.

Cash Flow Advisory

If you are trying to figure out how much is too much money or not enough money in your business operating account- my cash flow advisory can help you determine when your bank account is too low before you get into overdraft fees and when you need to utilize that extra profit! A Certified Banking Partner at Relay Financial is what you should be looking for!

Tax Liaison

Quit being the middle-man between your tax preparer and CFO. As a CPA that speaks ‘tax’ I can help simplify your tax filing process (even more).

1099 Management

Nearly every business works with contractors but not every business owners needs to manage their 1099s. Let me manage the W-9s & 1099s for you.

Begin Your Journey to Financial Wellness

Practice Self Care by Paying Yourself

I offer personalized services to mend financial challenges, providing the clarity and support needed to cultivate a healthy and thriving financial future for you and your business.

Find Financial Healing

We advocate for the ultimate act of self-care—paying yourself. Ensure that you not only meet business obligations but prioritize your own financial well-being, fostering a sustainable and fulfilling financial practice for the long term.

Operate with Clean Reports

Operate with confidence by delivering clean and accurate financial reports. Our attention to detail ensures transparency, allowing you to make informed decisions and navigate your business with clarity and precision.

 FAQs

  • As a CPA, I can offer a wide range of services. In our consultation I help you determine what your business needs. Anything beyond that, let’s talk about!

  • Yes - buuut we are not a full service tax firm.

    I can help with 1099s, sales tax, review and advocate for your federal and state tax returns while being the liaison between you and your tax guru. However, I do not file state or federal tax returns. I know some pros for that!

    Don’t worry come tax time you won’t have to lift a finger, I will have it all taken care of for you!

  • We have worked with new businesses and well established growing enterprises. Everyone has different needs so we begin with a consultation to first figure out where you are at. Then we go from there! We believe in clear communication so you will always know what is next.

  • Our background in small business makes us an excellent partner for all sorts of industries. If you are curious about our experience in your specific industry - just ask!

    While we serve a wide range, we do have extensive experience in real estate. We are real estate investors and have helped many other investors understand their finances better. To learn more, click here.

  • We primarily provide virtual services. This allows us and our clients to maintain their flexibility and quickly get back to the work they love.

  • Bookkeeping is all about getting more information on what is going on in your business. No more guessing whether you are pricing your services / products correctly or trying to figure out how much to pay yourself.

    When your books are up to date, you can generate reports that give you the good news and the areas we need to make changes. Everything you need to be a better business owner.

  • I practice what I preach! I am not just someone who loves number crunching. I am a CPA with years of experience managing books for all kinds of businesses. Paired with a strong background in entrepreneurship, it makes me the perfect partner for small business owners.

  • Even if you have a single receipt - recording it is bookkeeping! It is all about understanding how your money is being spent and getting the most bang for your buck.

    It is this sort of information in the beginning that can help you make big changes quick!

  • Sure thing - bookkeeping cleanups is a service we offer and it is essential to get started. We want to capture every expense and payment in your business so you can get the clearest picture possible.

  • I highly recommend QBO. It is a favorite amongst business owners, applications you may need to connect, and accountants. If you have any other tech, let’s talk!

  • After we set you up as a client, we need access to your business bank accounts, bookkeeping app, and any other financial apps you use to run your business (Square, PayPal, etc.) to get complete and accurate information (or data) for your business.

    Typically each of these systems has an “accountant” access that allows for permissions specifically related to the work we need to complete.

    Beyond that, the specifics will change from one business to the next but this is the baseline.

  • Our packages can vary widely depending on how many accounts and transactions you have, the type of business you operate, and a number of other factors. This is why we begin with a consultation to dive into crafting a plan that is tailored to you.

  • You will receive a quote following our consultation process with what is included in your package and the price.

    *One time projects- custom quoting

    *Monthly packages starting at $400 / month.