Bookkeeping is not on everyone's "love to do" list - but it's at the top of mine!

I've been working with U.S. business owners for over three years by taking bookkeeping off their list of chores. I've created their accounting files from scratch, updated and reconciled accounting files that had been set aside for months, and created workflows with them for document storage and data entry to help keep the bookkeeping current throughout the year.

As a result, my clients can file their taxes on time with the deductions calculated to maximize deductions, as well as regularly review their business performance to make sure they're meeting their goals.

In addition, they had the financial information at their fingertips to not only apply for PPP funding when the program opened, but also to apply for forgiveness as soon as their banks' applications were ready.

I work with cloud-based technology, so my clients and I can share documents and reports within minutes (especially useful during 2020!). In addition, my clients have full access to the accounting software, so they can run reports at their convenience, plus verify the work I've done for them at any time.

I'm always thrilled and humbled when my clients tell me how much I help them by taking on this responsibility -- not just for the extra time and lower stress levels by not having to do it themselves, but also for the comfort in knowing their books are in good hands.

Work Terms

Monthly fees for ongoing bookkeeping and analysis
Prepaid blocks of five hours for special projects (consulting, clean-up or catch-up bookkeeping)