Services
I know that your time is the most valuable asset you own. You shouldn't have to spend late nights chasing down receipts, running payroll, or untangling a messy spreadsheet.
I offer a remote bookkeeping, payroll, and Fractional CFO partnership to take that stress entirely off your desk. I don't just organize your numbers—I give them meaning and help you look ahead. As a former business owner who scaled and ran a multimillion-dollar company, I know exactly what metrics you need to see to protect your cash flow, make confident strategic decisions, and drive sustainable profitability.
Bookkeeping Services
Monthly Bookkeeping & Reconciliation: Every transaction categorized with perfect accuracy. I cross-check your bank accounts and credit cards so your financial data is always real-time, accurate, and completely tax-ready.
Financial Reporting: Clarity Through Reporting: No confusing jargon or complex math. Every month, you receive a clear Balance Sheet and Income Statement showing you the exact health of your business, alongside custom reports tailored to your specific growth goals.
Accounts Payable & Receivable: Cash Flow Management (AP/AR): Let me handle the cash flow balancing act. I track the money you owe and ensure your customers are invoiced promptly so you get paid faster and maintain healthy vendor relationships.
Software Setup & Clean-Up: QuickBooks Setup & Clean-Up: Whether your past records are a bit of a mess (don't worry, it happens!) or you need a brand-new system built from scratch, I specialize in configuring QuickBooks Online so your financial ecosystem runs flawlessly.
Fractional CFO Services
Strategic Cash Flow & Profitability Forecasting: Look beyond past numbers and focus on where your business is going. I build dynamic cash flow models, revenue projections, and custom budgets to ensure you always have the capital needed to fund operations, hire key staff, and scale safely.
Key Performance Indicator (KPI) Tracking: Track the exact metrics that move the needle for your industry. I identify and monitor your core financial KPIs—such as gross margins, customer acquisition costs, and burn rate—giving you executive-level clarity to optimize operational efficiency and maximize profit margins.
Growth Strategy & Financial Modeling: Whether you are securing debt, seeking investors, planning a major expansion, or evaluating a new product line, I provide high-level financial modeling, scenario analysis, and risk assessments to validate your strategy before you deploy capital.
Executive Decision Support & Mentorship: Gain an experienced sounding board for your critical business decisions. Drawing on my experience scaling and managing a multimillion-dollar enterprise, I join your strategy sessions, evaluate major expenditures, and help you navigate high-stakes growth with absolute confidence.
Payroll Services
Full-Service Processing: On-Time, Accurate Payroll: Keep your team happy and motivated. I manage your entire pay cycle seamlessly via direct deposit, handling the admin work so you never have to stress about a deadline.
Tax Compliance: Total Tax Compliance: Payroll taxes carry heavy penalties if done wrong. I handle your ongoing payroll tax filings and take care of your year-end 1099 and W-2 reporting, keeping you completely compliant and audit-ready.
Easy Employee Portals: Give your team total independence. I set up secure, private access links through QuickBooks payroll so your employees can view and download their own paystubs whenever they need them.
Support & Tracking: You are never on your own. You get direct access to expert support and clear payroll reports to help you see exactly where your labor costs are going.