Bookkeeping +
Analytics in One Place
From monthly reconciliations and payroll to clean-ups, tool migrations, and dashboards — I keep your numbers accurate, clear, and useful.
Foundational Bookkeeping
Record and categorize transactions accurately
Reconcile bank and credit card accounts
Manage payroll processing
Standard monthly reports (P&L, balance sheet, cash flow)
Keep accounts compliant and organized
Bookkeeping + Analytics
All core services, done with speed and accuracy
Historical clean-ups and catch-up projects
Advanced reporting, dashboards, and Excel modeling
Tool setup, migrations, and client training (QuickBooks, Quicken, Excel, others)
Integrated payroll with reporting and cash flow tracking
Creative problem solving for messy data and system challenges
Clear communication, quick turnaround, and a customer-success approach
Services
Monthly Bookkeeping & Payroll
Keep your finances accurate and organized with reliable bookkeeping support. From day-to-day transaction recording to monthly reconciliations and payroll management, I make sure your books are always current and ready to share with stakeholders or tax professionals.
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Every expense and payment is logged accurately and classified to the right accounts, giving you a reliable financial picture month after month.
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I match your books to your statements so nothing falls through the cracks — no missing transactions, no duplicates, no surprises.
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From running payroll in QuickBooks to aligning with your accountant, I ensure your team is paid correctly and on time.
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Receive a simple P&L, balance sheet, and cash flow each month, so you always know where the business stands.
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Proactive checks to catch small issues before they become big ones — accuracy and peace of mind built in.
Clean-Ups & Problem Solving
Behind on your books or dealing with errors? I specialize in bringing accounts up to date, correcting mistakes, and untangling messy data. Whether you’ve missed months of entries or switched systems mid-stream, I’ll get your records back on track quickly and clearly.
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If you’ve fallen behind, I bring your books current quickly and thoroughly, no matter how many months or years are missing.
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I fix miscategorized transactions and resolve inconsistencies, restoring accuracy and clarity.
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Clean up past mismatches between accounts and bank records, ensuring a clean slate moving forward.
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Sometimes the challenge isn’t just about catching up — it’s about making systems work better. For example, during a payroll system changeover, I applied data analytics to verify employee compliance, uncover root causes of errors, and even recommend targeted staff training to improve accuracy going forward. This kind of analysis ensures your finance operations not only get fixed but also get stronger.
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If you’re changing systems or preparing for a review, I handle the messy details to reduce stress and risk.
Analytics & Tools
Go beyond compliance. I help you turn numbers into insights with dashboards, cash-flow forecasting, and custom Excel reporting. I also set up and migrate tools like QuickBooks or Quicken, and train your team so you can confidently manage your systems going forward.
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Plan ahead with simple models that help you anticipate needs, avoid surprises, and grow confidently.
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I leverage my data analysis background to build custom Excel tools tailored to your business questions.
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From starting fresh to moving off an old system, I configure your tools correctly the first time.
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Get hands-on guidance so you or your team can manage the books day to day with confidence.
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If questions come up or your system changes, I stay available to troubleshoot and optimize.
Pricing
Every engagement is scoped to your needs, but here’s how I work:
Clean-Ups – $50/hr, since every catch-up project is unique.
Projects – Tool migrations, reporting builds, or set-ups — custom scoped based on complexity.
Retainer-Based – Ongoing bookkeeping, payroll, and reporting — custom monthly packages.
Training & Workshops – Fixed-rate sessions in QuickBooks, Excel, or new systems.