Pick Your Starting Point
TIER 1 - Bookkeeping
You know how to run your business — you just need someone to make sure the numbers reflect that. This is where we start: everything reconciled, balanced, and up to date so you always know exactly where you stand.
What's included:
- Monthly bookkeeping & reconciliation
- Account balancing & clean financial reports
- Payroll (available as an add-on)
Tier 2 - Accounting & Recommendations
Clean books are just the beginning. At this level we dig into your profit and loss, spot what you might be leaving on the table, and build a game plan to keep more of what you earn — especially when tax season hits.
What's included:
- Everything in Tier 1
- In-depth P&L & financial report review
- Tax strategy & filing guidance
- Investment advice to lower your tax burden
- Business structure recommendations
Tier 3 - Personal & Professional Safety Net
This is where I stop being just your bookkeeper and start being part of your team. We zoom out and look at the full picture — business and personal — so nothing falls through the cracks. Many business owners gamble with zero life insurance or health coverage to protect their families. That changes here.
What's included:
- Everything in Tiers 1 & 2
- Business & personal insurance review
- Life insurance & health coverage assessment
- Home mortgage insurance verification
- Full review of how your business connects to your personal finances
How It Works
01
Schedule a call
We start with a real conversation — no jargon, no pressure. You tell me about your business, what's stressing you out, and where you want to go. I'll ask the right questions to figure out exactly which level of support makes sense for you and what we're working with.
02
Get connected
Once we know the plan, I'll get access to your accounting software and financial accounts. Whether you're running QuickBooks, working off spreadsheets, or haven't really tracked anything yet — we'll meet you where you are and get everything into one clean place.
03
Initial clean-up
Before anything gets automated, we make sure the foundation is solid. If your books are behind or things don't quite add up, we get that sorted first.
04
Automate
With clean books in place, we automate what we can — bank feeds, recurring transactions, payroll integrations — so the process runs smoothly every month without you having to babysit it.
05
Monthly review
Every month you get up-to-date books and a clear picture of where your business actually stands. I review your reports, flag anything worth your attention, and make sure nothing surprises you — especially come tax time. You focus on the job. I've got the rest.
Are We A Good Fit?
- You're great at running your business — but the financial back-end feels like a different language
- Tax season stresses you out every year and you're never sure if you're paying too much
- You're growing fast but not sure your financial setup is keeping up with you COLUMN 2
- Nobody has ever looked at your business and your personal finances together as one picture
- You don't have life insurance, health coverage, or a real plan for if something goes wrong
- You've dealt with a bookkeeper you couldn't trust — and you won't make that mistake again
You build things for a living. Let me handle the rest.
You’ve put in the work. You know your trade, you’ve built something real, and you’re good at what you do. But at some point the books, the taxes, the insurance gaps, and the “what does this mean for my family?” stops being something you can manage on your own. That’s not a weakness — that’s just growth.
I’ve been doing this since 1995, and I have never once left a client worse off than I found them. When you work with me, you’re not just getting someone to balance your books. You’re getting someone who’s going to look at your whole picture — business and personal — and make sure nothing slips through the cracks. I’ll show up for you like it’s my own money on the line. Because honestly, that’s just how I work.
Let’s get started
Book a discovery call now
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