A conversation
Thirty minutes about your business. No cost, no pitch.
Your business, in order.
Schedule a conversationI set up and keep your books, handle your payroll, send and track your customer invoices, and sit down with you every month to talk about what the numbers mean. I work with restaurants, shops, trades, creative firms, private-pay practices, and anyone building something of their own, whether you're just starting, earning on the side, or running it full time.
Why am I busy but short on cash?
Bookkeeping
Books reconciled every month, with reports you can read.
- QuickBooks Online set up and kept current.
- Bank and credit card accounts reconciled monthly.
- Monthly financial statements, explained.
Vinny Jonna, Member of the QuickBooks ProAdvisor Program
A monthly close and a monthly conversation turn your books into something you can act on.
How do I pay myself?
Payroll
Payroll tied to your books.
- Help choosing a payroll system that fits your business and keeps you compliant. I don't sell or favor one.
- Payroll reconciled to your books, including how you pay yourself.
- Clean onboarding for each new hire, with the paperwork and filings done right from the first paycheck.
Payroll is coordinated and reconciled to your books, including your own pay, so there are no surprises at tax time.
Who still owes me?
Invoicing
Billing your own customers and knowing who has paid.
- Invoices sent and tracked.
- Unpaid balances followed up.
- Payments matched to what they were for.
You always know what's been sent, what's been paid, and what's still open.
Where do I even start?
Business setup
Getting started on solid ground.
- The right structure for your taxes, chosen before you file anything.
- Registered where you need to be: your EIN, state tax accounts, and payroll accounts if you're hiring.
- A first-year plan: what to set aside for taxes, how to pay yourself, and what to track from day one.
We start with where you are. If a business structure makes sense, we talk it through, and I work with an attorney or the state where needed. A separate business bank account and simple tracking from day one. I'll tell you when you need an attorney and when you don't.
Can I afford to hire?
Consulting
Someone to think things through with.
- Looking at the numbers before big decisions, like hiring or expanding.
- A monthly conversation about what your financials are telling you.
- Reachable between meetings without a meter running.
Before a big decision, we look at the numbers together, so you know what it would mean for your cash.
Why a CPA
A bookkeeper sees the deposit. I see how it connects to everything else. I trained as an auditor, so I ask what's missing: what you earned that never arrived, and what the books don't show. In a business, that's where the money quietly goes.
Tax is its own page. See tax.
How we start.
A written scope
What's included and what it costs, agreed before any work begins.
We get going
I set up access and we do a first review together.
These services work together as one engagement. Each is scoped to your business, and the fees for each are spelled out in your engagement letter before any work begins.
Questions people ask.
No. We can start wherever you are, and if setting up a business structure makes sense, we'll talk it through.
For the books, I use QuickBooks Online. For payroll, I'll help you choose a system that fits your business, or work in the one you already have.
Each engagement is scoped to your business, and the fees are spelled out in your engagement letter before any work begins.
We start by getting them current. Cleanup is quoted separately before any work begins.
Yes. If you're earning on the side or about to go full time, we can start with the basics and build from there.
Yes. When clients pay you directly there are no claims to track, so the work is your books, payroll, and a monthly review. If you add insurance later, I can take that on too.
I take on a small number of clients.
If you're building something, running something, or thinking about it, that's the conversation I'd like to have. No cost, no pitch, and I'll tell you honestly if I'm not the right fit.