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When your books are up to date, you’ll have a clear view of where your money is going, what’s working, and what might need attention. That insight makes business decisions easier - plus, you’ll never have to figure out your numbers again.
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I work with small businesses (sole proprietorships, single-member LLCs, and S-corporations). I understand the needs of equestrians but work with all kinds of service-based businesses.
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Along with monthly bookkeeping, I can help with refining your office systems, invoicing, and payroll. If there’s anything else you need, just mention it on my form.
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No, and here’s why. While I have some background and experience in tax, I am not a tax professional. My focus is on keeping your books in order, which makes tax planning and filing much more efficient. I’ll also work closely with your CPA to make sure everything is submitted correctly and on time.
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My preferred software is Xero, and I also work in Quickbooks Online.
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My base fee for monthly bookkeeping starts at $375 and varies based on your needs. If your books need to be caught up, there is a one-time setup fee. You’ll be billed on a monthly autopay subscription.
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At the start of each month, I’ll send over a list of questions about your recent transactions. Once I have your answers, I’ll email a recap and reports showing your income and expenses. Reports are delivered by the 15th of the following month.
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I request online access to banks, credit cards, and your invoicing system. I’ll help you set up read-only account logins during an onboarding call.
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No problem. We’ll go over your options together and get you set up with a system that’s right for you and your business. If you don’t currently have books, that’s okay too!
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The best way is to fill out the full form here. That gives me everything I need to follow up with more details and send you a link to book a call if it’s a good next step.