From clean reporting and cash flow visibility
to ongoing controller-level ownership,
I help growing companies build financial systems they can trust—and scale.
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Customized monthly, quarterly, and annual financial reporting designed for decision-making — not just compliance.
Includes:
Trial balance review and top-side adjustments
Balance sheet and income statement preparation
Cash flow analysis and forecasting
Lender, investor, and board-ready reporting
KPI and variance analysis tailored to your business
Reporting packages are built to scale and can support audits, diligence, or ongoing operational oversight.
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Accurate, timely, and structured accounting that serves as the foundation for reliable reporting.
Includes:
General ledger maintenance
Accounts payable and receivable oversight
Journal entries and accruals
Month-end close management
Multi-entity and intercompany accounting
Bookkeeping is handled with a controller’s perspective — focused on accuracy, consistency, and downstream usability.
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Clean reconciliations that ensure your numbers are trustworthy.
Includes:
Bank and credit card reconciliations
Intercompany reconciliations
Balance sheet account review and cleanup
Issue identification and resolution
This work supports audit readiness, lender reporting, and confidence in day-to-day decision-making.
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End-to-end payroll coordination that integrates cleanly with your accounting system.
Includes:
Payroll processing oversight
Payroll tax filings and compliance coordination
Multi-state payroll considerations
Integration with general ledger and reporting
Payroll is managed with an emphasis on accuracy, compliance, and seamless reporting.
Ongoing clients receive financial reports in Financial Reporting Package format, included in engagement. -
Ownership of monthly close calendar and deliverables
Review of journal entries and reconciliations
Coordination across payroll, AP, AR, and external partners
Reduction of close timelines and improvement of accuracy
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13-week cash flow modeling
Short- and medium-term liquidity planning
Scenario analysis for growth, hiring, or downturns
Support for lender and investor cash visibility
Every business is unique.
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From contractors to subcontractors, we manage job costing, payroll, and project-based accounting so you can focus on building, not balancing books.
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For consultants, agencies, and other service-based businesses, we streamline billing, track expenses, and ensure your financials support smarter decision-making.
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From early-stage startups to growing tech companies, we provide accounting, reporting, and advisory solutions that prepare you for investors and scale with your business.
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Serving a wide range of small businesses, we provide bookkeeping, accounting, and advisory solutions tailored to your unique operations. From financial reporting to tax readiness, we help you simplify finances, stay compliant, and make confident growth decisions.
As a QuickBooks ProAdvisor,
I can manage your existing accounting, streamline your bookkeeping, and ensure your financials are accurate and actionable. If you’ve ever considered moving to QuickBooks or improving your current setup, I’ll make the transition seamless. Scroll down to view my certified badges and verified expertise.
