I offer a full range of bookkeeping & financial operations services tailored to meet the unique needs of your business:
Monthly/Quarterly Financial Statements
Get clear, concise reports that provide insight into your business’s financial health.
Accounts Payable & Receivable
Manage bills & invoices to ensure timely payments & maintain vendor relationships.
Transaction Reconciliation
Align bank & card transactions with your records to reduce discrepancies & ensure accuracy.
Expense Tracking
Track &categorize expenses to better understand spending, reduce waste, & increase savings.
Financial Reports & Dashboards
Receive easy-to-read financial reports & visual dashboards to monitor performance & make informed decisions.
Budgeting & Forecasting
Use your financial data to plan for the future, set realistic goals, & identify growth opportunities.
Process Improvement & Systems Setup
Analyze & optimize current processes to reduce manual tasks. Implement tools & systems that streamline operations & support long-term sustainability.
Standard Operating Procedures (SOPs)
Develop clear, easy-to-follow SOPs that enable your team to manage financial tasks consistently—even as your business scales.
Project Management for Financial Systems
Lead or support financial system rollouts, transitions, or upgrades. Ensure smooth implementation with minimal disruption.
💡 Why Work With Me?
I understand the challenges small businesses face, especially when it comes to managing finances. With over 16 years of finance experience, including overseeing millions of dollars in budgets & expenses, I bring an in-depth understanding of financial management.
Here’s how I can provide value to your business:
- Expertise in Financial Management:
Deep experience enables me to offer not just accurate records but guidance on making financially sound decisions. - Customized Solutions:
I will tailor my services to meet your unique business needs, offering flexibility & scalability as your business grows. - Time & Cost Efficiency:
By outsourcing your bookkeeping to a professional, you can focus on what you do best – running your business – while ensuring your finances are being handled accurately & efficiently. Alternatively, I work with you to build streamlined, automated financial workflows, which reduce the need for manual processes, minimize errors, & increase overall productivity. - Actionable Insights & Long-Term Savings:
I provide more than just numbers. I give you clear, actionable insights into your business’s financial performance, so you can make better decisions & plan for the future. Efficient systems help you make better use of your financial resources. - Sustainable Systems:
I help establish repeatable processes with proper documentation, so your team can maintain consistency & accuracy long-term. - Project Management Strength
I bring a strong project management background to ensure financial improvements are delivered on time, on budget, & with minimal business disruption.