Supporting The Smallest of Businesses
I have a special passion for working with small businesses—even those who come to me with their receipts and bank statements in brown paper bags, with little to no usable accounting systems. I thrive on the challenge of piecing together this financial jigsaw puzzle and transforming it into a clear, organized, and functional accounting system.
I’m committed to helping these entrepreneurs gain clarity and confidence in their finances. Whether it’s developing a tailored bookkeeping system or providing insights into cash flow management.
I’m here to support you at every step of your journey.
Together, we can tackle those financial challenges, allowing you to focus on what you do best—running your business.
Startup Essentials Package
This package is tailored for very small businesses that need foundational setup and organization of their financial processes. It's perfect for solopreneurs just getting started.
- QuickBooks Online Setup:
Configuration of QuickBooks Online, including chart of accounts, vendor and customer profiles, and integration with bank feeds. - Input of Accounting Records:
Comprehensive entry of accounting records, including historical transactions, ensuring accurate financial reporting and compliance. - Initial Bank Reconciliations:
Assistance with reconciling your bank accounts to ensure accuracy in your financial records. - Basic Bookkeeping Setup:
Establishing a simple bookkeeping system to efficiently track income and expenses. - Cash Flow Management Consultation:
A one-time consultation to review your current cash flow situation and provide actionable insights. - Financial Reporting:
Preparation of a month-end financial report for the first month, giving you a clear snapshot of your finances.