Embedded Files
FREE 30 Minute Bookkeeping Audit
Tax Preparation
Tax Preparation
Individual tax returns
Small business tax returns
Quarterly estimated taxes
Document preparation & filing
Administrative Support
Administrative Support
Forms and letters
Document organization and digital filing
Back‑office tasks and workflow support
Automated intake systems
Automated upload portals
Automated payment workflows
Automated daily documentation systems
Clean, organized workflows that save time and reduce stress
Website Creation
Phone System automation
⭐ Business Services Audit (Quick Business Audit)
⭐ Business Services Audit (Quick Business Audit)
A simple, affordable review of your business’s financial and administrative systems.
Shelia looks at your bookkeeping, organization, processes, and documentation, then provides clear recommendations to help you tighten up, save time, and operate more efficiently.
Perfect for small businesses who want a second set of eyes or aren’t sure where to start.
Insurance Support
Insurance Support
Help understanding coverage
Assistance with claims
Policy reviews
Guidance for individuals & small businesses
Life and Health
Property and Casualty
Auto & Home
Business Insurance
Bookkeeping & Payroll
Bookkeeping & Payroll
Monthly bookkeeping
Payroll setup & processing
Reconciliation
Financial organization
Catch-up
Bookkeeping Micro‑Services ($10–$50)
These are small, fast fixes that help businesses stay organized without committing to full monthly bookkeeping.
Categorizing transactions (per batch)
Fixing miscategorized expenses
Uploading and organizing receipts
Cleaning duplicate transactions
Reconciling small sections of bank activity
Fixing payroll entry errors
Cleaning one month of messy transactions
Reviewing one month of income/expenses
Cleaning Stripe/CashApp/Zelle deposits
Setting up vendors or customers
Fixing invoice errors
Preparing monthly financial summaries
Creating simple profit‑and‑loss snapshots
Organizing digital financial documents
Setting up basic chart of accounts
I help businesses stop drowning in paperwork by building automated systems for intake, uploads, payments, and daily documentation. You get a clean, organized workflow that saves time and reduces stress.
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