Never worry about your bookkeeping again.

21st-Century Bookkeeping for your business.

How It Works

So, HOW do we help you to never worry about bookkeeping again? It’s done with our 3-step system:

Step 1: Analyze

We work with you to clarify your goals and then do a deep dive analysis of where you are now with your finances. When this is complete and there is clarity about your current finances and future goals then we move onto…
Step 2: Customize

Next, we get busy creating custom bookkeeping for your business. This includes creating financial reporting that is: specific to your industry & business, simple to understand, and helps us all to see how we can…
Step 3: Optimize

Bookkeeping is historical. Therefore, optimization means that we study the past to effect positive change on future finances. This is how we can help you to meet and exceed your income goals. This requires ever-changing plans for you to thrive.

Why Me?

I’ve worked in many small businesses over the years and always ended up being the go-to person to keep things on track! I love helping businesses do what they do best, by getting the “boring” stuff done better.

Beyond organizing transactions, preparing financial statements, and getting you ready for tax season, my most important role is that of a teacher! I help you understand what’s going on in your business so that you know how to reach your goals.