Services

I provide steady, right-sized financial support for small businesses that want clean books and clear visibility into their numbers. Engagements are customized based on systems and activity level, but most clients work with me on an ongoing monthly basis. 

Stability

Monthly bookkeeping reconciliations to ensure your financials are accurate, organized, and consistently maintained.

Includes:

• Categorizing  transactions

• Reconciling accounts

• Monthly close

• A clear monthly summary explaining what changed

Best for businesses that want peace of mind knowing their books are handled properly.

Stability + Clarity

Everything included in Stability, plus ongoing insight to help you better understand trends and patterns in your business.

May include:

• Revenue and expense trends

• Margin visibility

• Simple forecasting conversations

• Context around key financial changes

Best for businesses that want more than bookkeeping - they want understanding.

Advisory (Limited Availability)

For select clients, I provide deeper quarterly reviews and strategic financial conversations. This may include budgeting, scenario planning, or process improvement.

This level of support is best suited for businesses preparing for growth or operational change.

Not sure which level is right for you?  I'm happy to discuss your current systems and recommend the best fit.