"Working with small businesses to grow their success!"
Catch‑ups bring your books current when you’ve fallen behind. Cleanups correct errors, reorganize data, or fix structural issues in what’s already been entered. Many businesses need a blend of both, depending on their history.
I work 100% remotely using secure cloud-based tools to manage your books, share files, and stay in touch—no matter where you’re located. Everything is done online, so we can collaborate easily from anywhere.
I support multiple cloud‑based accounting platforms. I specialize in QuickBooks Online and Digits, and I also work with Zoho Books, Xero, Wave & FreshBooks. If you’re unsure which system fits your needs, I can help you choose the right fit and get set up.
Both. I offer one‑time projects such as assessments, cleanups, catch‑ups & historical reconstruction, as well as ongoing monthly, quarterly or yearly bookkeeping services.
Not at all! Whether your books are tidy or in need of some love, I’ll help you get everything sorted out step by step.
I use secure, cloud‑based tools like Double (formerly Keeper.app), Box, Sync.com & other encrypted platforms to keep your documents safe, organized & easy to access.
It depends on your needs, but I’m usually able to begin onboarding within 1–2 weeks. If you’re ready, we’ll schedule a quick discovery call to talk through next steps.
I don’t prepare or file tax returns, even though I’m verified to do so with my EFIN and PTIN. My role is to help you stay organized year‑round so tax time is smoother.
I guide clients in understanding and estimating quarterly taxes to avoid surprises, and I offer educational tax‑scenario modeling through Intuit® ProConnect® Tax Advisor to help you explore options and plan ahead.
We’ll have regular virtual check‑ins so you always know where things stand. Your accounting software will give you access to up‑to‑date financial information, and I can train you to navigate your system and find the insights you rely on most.
Hiring a freelance bookkeeper lets you pay only for the support you actually need—without the added costs of payroll taxes, benefits or training an in‑house employee. You also gain established systems, tools and expertise from day one, which means fewer errors, smoother workflows and more time back in your day. The combination of lower overhead, higher efficiency and reliable financial clarity gives your business both long‑term value and genuine peace of mind.
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