Services

Ongoing support designed to give you clarity in your numbers and confidence in your decisions.

- Consistent categorization of income and expenses so you understand where your money is going

- Monthly reconciliation of your bank and credit card accounts to keep everything accurate and up to date

- Straightforward financial reports each month

- Direct access to me for questions and ongoing support

- Ongoing collaboration with your CPA or tax preparer to keep things organized and make tax season easier

Clarity Reset

I bring your books up to date so you can move forward with clarity and confidence.

- Customize your Chart of Accounts so your income and expenses are organized in a way that makes sense for your business

- Organize and categorize all past transactions to get everything cleaned up and consistent

- Reconcile your bank accounts and credit cards to ensure your numbers are accurate and complete

- Walk through the results with you, answer your questions, and help you move forward with a clear plan

Additional Services

- 1099 Tracking & Filing

- Sales Tax Filing