Bookkeeping With CFO Expertise
The Numbers Tell a Story. We’re Here To Guide Your Every Step.
Schedule a complimentary financial checkup with us today and take the first step toward better financial clarity!
The Services We Offer
Whether you’re starting from scratch or digging out of a mess, the Fresh Start Bookkeeping Package is your one-stop solution for organized, accurate, and stress-free books. It’s a setup or cleanup service customized for your situation.
What’s Included:
Complete review of your current books (or lack of them)
Past transaction catch-up and error correction
Customized chart of accounts for your business type
Proper setup of accounting software and workflow tools
Clear income & expense categories for accurate reporting
Personalized tips for keeping your books in great shape
Perfect For:
New businesses that need to set up or businesses that need a clean up
Owners switching software or starting over after messy bookkeeping
Anyone preparing for tax season, loan packages, or investors
Result: A clean, organized, and fully functional bookkeeping system—built to work for you now and grow with you in the future.
Ready to start fresh? Let’s get your books in order and keep them that way.
Your time is best spent growing your business—not buried in bank feeds and spreadsheets. With my Monthly Bookkeeping Services, you’ll have clean, accurate financials delivered every month, so you always know exactly where your business stands.
What’s Included:
Monthly categorization of income and expenses
Bank, credit card, and loan account reconciliations
Monthly financial reports (Profit & Loss, Balance Sheet, and more)
Ongoing error detection and correction
Secure digital receipt management
Perfect For:
Owners who want hands-off, accurate bookkeeping
Businesses that need reliable reports for taxes, loans, or decision-making
Anyone ready to eliminate year-end stress
Result: Up-to-date books you can trust, without the DIY headaches.
We recognize that not every business requires a full-time CFO, which is why we offer CFO consulting services without the burden of the costs associated with hiring a full-time executive. You need an advisor - someone to provide strategic guidance and financial insights about your financial reporting or handle special projects.
Monthly bookkeeping keeps you organized. But strategy turns that data into growth. By adding Quarterly Review + Strategy Sessions, we’ll meet every 90 days to:
Review your financial performance
Spot trends and opportunities
Plan for cash flow, taxes, and growth
Identify ways to reduce expenses and improve profitability
It’s like having a CFO in your corner—without the full-time salary.
Why Work With Me?
Your books aren’t just numbers — they’re the story of your business. And if that story isn’t clear, you can’t make confident decisions. That’s where I come in.
I specialize in bookkeeping combined with the mindset of a CFO. There are thousands of bookkeepers, but what if you could work a bookkeeper with actual financial leadership experience - someone who will review your financials through the eyes of a CFO? Whether you need a one-time cleanup, ongoing bookkeeping support or CFO consulting, I’ll help you get—and stay—in complete control of your finances.
Here’s what you can expect:
Accuracy you can trust. No more guessing if your reports are right.
Clear communication. I explain things in plain language, so you always understand where your business stands.
Efficiency. I work quickly without cutting corners, so your books are done right the first time.
Proactive support. I spot issues before they become costly problems.
If you’ve been thinking…
"I can do it myself." — Sure, but how much time will it take away from the work only you can do?
"I can’t afford a bookkeeper." — The truth is, messy books cost more in the long run. Accurate books save you money on taxes, prevent errors, and give you clarity to grow profitably.
"I’m embarrassed by the state of my books." — You’re not alone. I’ve seen it all, and my job is to fix it, not judge it.
Your business deserves better. Let’s get you back to focusing on the work you love while I handle the numbers.
Get started today — and finally have confidence in your financial picture.
Contact Us
Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!