Perfect for new or growing businesses that need to get organized or level up.

✅ QuickBooks Online Setup

Full setup of QBO, including custom chart of accounts that fits your industry, naming conventions, and reporting needs.

✅ POS, Inventory, and Payroll System Recommendations

Guidance on selecting and integrating the right systems for your operations—whether it’s Toast, Wisk, Square, 7shifts, Gusto, or others.

✅ Financial Workflow Design

Implementation of efficient processes for capturing receipts, managing expenses, and closing the books each month.

✅ Budgeting & Cash Flow Forecasting

Setup of tools and templates that help you plan for the future, identify seasonal trends, and maintain a healthy cash flow.

Reliable monthly support to keep your books clean and your insights clear.

✅ Transaction Categorization & Reconciliation

Monthly categorization of expenses and income, plus reconciliation of all accounts to ensure accuracy.

✅ Financial Reporting

Monthly delivery of key reports: Profit & Loss, Balance Sheet, and Cash Flow Statement—with guidance on what the numbers mean.

✅ Vendor & Expense Tracking

Organizing and tracking your payments to vendors and contractors, plus consistent categorization of recurring expenses.

✅ Business-Specific Insights

Notes and flags on anything out of the ordinary, industry trends, and helpful metrics that matter to your business.

Available after your initial project to help you stay on track or grow intentionally.

✅ Cash Flow Check-ins

Monthly or quarterly reviews of your current cash position and near-term projections.

✅ Process Improvement

Tweaks to your workflows, systems, or documentation as your business evolves.

✅ Financial Strategy for Growth

High-level guidance on budgeting, pricing, profitability, or goal setting.

✅ Investor & Lender Reporting

Help preparing financial summaries, projections, and reports for capital raises or loan applications.

What I Do

Flat-rate project support + flexible ongoing help — tailored to your business.

Whether you're starting fresh, growing fast, or just trying to make sense of your numbers,

I help you build the right financial foundation and keep it running smoothly.

Note: I do not offer tax services, but I’m happy to collaborate with your CPA or tax preparer.

Services