Every engagement is scoped to what your business needs. These are the five areas I work in most often. They can be combined, and most clients start with one.
Bookkeeping and monthly close
For businesses that want accurate books every month without managing the detail.
Cleanup and catch-up bookkeeping
For books that are behind, messy or not ready for your CPA.
Payroll administration
For employers who want payroll prepared, checked and reconciled each period.
Reporting, budgeting and cash flow
For owners who want to see ahead as well as look back.
Tools I work in
QuickBooks Online, QuickBooks Payroll, Gusto, ADP, A2X, Microsoft Excel, Google Sheets and Power BI.
What I do not offer
I am not a CPA. I do not provide audits, reviews, tax advice or legal advice, and I do not sign tax returns. I work alongside your CPA and give them books they can rely on.
Tell me what your books need
Send a short note about your business and where things stand. I will reply with a clear scope and next step. No sensitive documents are needed at this stage.