Your CPA isn’t your bookkeeper, and I’m not your accountant

We work in different ways but depend on each other. 

Bookkeeping keeps your numbers organized month after month. It’s the ongoing process of categorizing income, tracking expenses, and reconciling accounts. 

Accounting uses that information for taxes, forecasting, and long-term planning. Both are important, but they serve different roles. 

My focus is on bookkeeping. I manage each client’s books myself for a personal experience that supports your business. It keeps everything running smoothly with your bigger picture in view. 

That separation gives you more accuracy, better balance, and fewer surprises. It creates a strong foundation and more importantly, an easy handoff to your CPA when it's time to file.