I help business owners turn messy, confusing financial records into clean, organized books they can actually rely on. If your numbers feel overwhelming, behind, or just plain stressful, my role is to step in, take control of the chaos, and give you clarity and confidence around your finances.
As an Assistant Controller, I provide accurate, detail-driven support that keeps your financial records up to date, compliant, and easy to understand. This includes transaction categorization, bank and Credit Card reconciliations, accounts payable and receivable tracking, and monthly financial reporting. I don’t just “enter numbers” — I create systems that make your finances work for you.
Whether you’re a small business owner, freelancer, or growing company, I tailor my services to your specific needs. Some clients come to me months (or years) behind and unsure where to start. Others want ongoing monthly bookkeeping to maintain order and support smarter decisions. I offer both cleanup and catch-up services as well as consistent, reliable monthly bookkeeping so you always know where you stand financially.
I work with modern accounting software and cloud-based tools to streamline processes, reduce errors, and save you time. My goal is to create clean, organized books that integrate seamlessly with your tax professional, making tax season smoother and far less stressful. You’ll receive clear financial reports that show exactly how your business is performing — no guesswork, no confusion.
Beyond the numbers, I bring calm, communication, and transparency to the process. I explain what’s happening in your books in plain language, so you feel informed and empowered rather than intimidated. I’m proactive, responsive, and committed to maintaining the highest level of accuracy and confidentiality.
When you work with me, you’re not just outsourcing a task — you’re gaining a trusted financial partner who cares about the health and organization of your business. I handle the details so you can focus on growth, strategy, and doing what you do best, knowing your finances are clean, organized, and under control.
- Initial Review & Assessment
- Data Cleanup & Reconciliation
- Transaction Categorization & Organization
- Adjusting Entries & Corrections
- Internal Review & Quality Check
- Financial Statement Preparation
- Delivery & Presentation
- Client Support & Follow-Up