A bookkeeper keeps your financial records accurate, organized, and up to date. That means recording transactions, reconciling bank accounts, tracking expenses, managing invoices, and preparing financial reports. In short—we make sure you always know where your money is going and that your books are ready for tax time.

Yes! No two businesses are the same. The base services that I provide for all clients are transaction categorization, bank reconciliation, and reporting. Beyond that, you can pick and choose if you want to add in vendor payments, customer billing, payroll, inventory management, fixed asset listings, cash flow forecasting, budgeting, metric & KPI tracking, annual tax filing, and much more!

Our pricing is tailored to your unique needs. We won’t charge for the whole package of bookkeeping services if you don’t need every service. What we can promise is this: we’re able to keep costs very competitive by using the latest and greatest AI tools to handle routine tasks, allowing us to provide you the personalized support you need that’s worth far more than your investment.

Expert business advisors suggest that small businesses spend between 1-5% of their annual revenue on their accounting and finance department. Most of my clients find that their total fees fall comfortably within the lower half of that range.

For start-ups, this rule of thumb isn’t always practical right away, especially before steady revenue is established. But keeping accurate books and filing taxes properly is still essential. In fact, new businesses that bring in a financial professional early often see their revenues grow more quickly than those that try to manage everything on their own.

Yes. Accounting software can be a powerful tool, but it’s only as good as the information entered into it. While the software automates many tasks, it doesn’t guarantee accuracy, compliance, or meaningful insights. A financial professional not only keeps your records clean and up to date but also helps you understand what the numbers really mean, avoid costly mistakes, and stay ahead of tax and reporting deadlines.

We only prepare tax returns for clients whose bookkeeping we also manage.

This approach benefits both our clients and our team. By handling your books throughout the year, we don’t have to spend time cleaning up another accountant’s work or tracking down missing details—we already know your transactions inside and out. That means we can maximize your deductions with confidence.

Because our bookkeeping software integrates directly with our tax software, we avoid redundant data entry and reduce the risk of errors. The time we save on the back end translates into lower costs for you and more of our attention spent on what really matters: optimizing your tax strategy.