Understanding Small Business Needs

As a former corporate IT leader turned small business owner, I recognize how financial management can sometimes feel overwhelming and distract from business growth.

Mission

I’m dedicated to lightening the accounting burden for small- and micro-sized business owners and helping you build confidence in understanding your financial health. I call it "Boss Mode Accounting".

headshot of smiling business owner

Technology-Driven Approach

By integrating precise bookkeeping with leading technology such as QuickBooks Online, I  streamline accounting processes effectively and efficiently.

Commitment to Success

I help small business owners build financial confidence with reliable accounting systems and transparent data insights. This support provides peace of mind and the ability to focus on growing your business.

Services Offered

I provide a range of options, from QBO setup and DIY bookkeeping advising to comprehensive monthly bookkeeping services, tailored to fit various budgets.

Essential Setup

Basic QBO setup and DIY bookkeeping structure for solo owners wanting a clean start.

Advanced Setup & Cleanup

Setup + YTD cleanup + reconciliation for owners needing to get caught up.

Ongoing Bookkeeping

Full-service monthly bookkeeping for owners ready to delegate.

Advanced Add-Ons

Specialized integrations or multi-year work for businesses with higher complexity.

QBO Coaching / Advisory

Training & process optimization for DIY users needing advanced guidance.

Tax Preparation
(Limited Scope)

Individual & small business flow-through returns for existing bookkeeping clients.