Our approach

We focus on:

Your Needs



You’re investing in ME as your bookkeeping professional. In return, I’m investing in YOU! I’m more than just a bookkeeping professional; I’m your ally.

Step 1: Analyze

First, we work with you to clarify your goals. Next, we do a deep dive analysis of where you are now with your practice finances. Only when this is complete and there is complete clarity for you and for us do we move onto...

Step 2: Customize

Next, we get busy creating custom bookkeeping to fulfill your goals. This includes creating financial reporting that is: a) small business specific, b) simple to understand and c) helps us all to see how we can...

Step 3: Optimize

Bookkeeping is historical. Optimization means that we study the past to affect positive change on future finances. This is us helping you to meet and exceed your income goals. This requires ever-changing plans for you to thrive.

Services Overview

Monthly Bookkeeping

  • Account Reconciliation
  • Financial Reporting
  • Accounts Payable & Receivable
  • Budgeting
  • Inventory Management
  • Annual Tax Reports
  • Plus more!
  • Payroll Management

  • Run your payroll in minutes
  • Sync your team’s hours automatically
  • Payroll taxes, filed automatically
  • Integration with other systems
  • Self-service options to empower employees
  • Catch-Up

    If you’ve fallen behind on your books, we can have your books caught up in no time. 


    Making sense out of your data, so you can get organized. 

    Book a session now!

    Want to learn more?

    June 1, 2023

    As a small business owner, managing your finances

    May 1, 2023

    Running a small business involves making numerous decisions,

    December 1, 2022

    You finally decided to take the plunge and