A conversation
Thirty minutes about your business. No cost, no pitch.
Your business, in order.
Schedule a conversationFor businesses that get paid directly by customers: restaurants, shops, trades, creative firms, and anyone building something of their own. I handle the books and the payroll, and we talk about what the numbers mean.
Where do I even start?
Business setup
Getting started on solid ground.
- Choosing and setting up your business structure, working with an attorney or the state where needed.
- A separate business bank account and simple tracking from day one.
- Your accounting system set up for the way you actually work.
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.
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.
Who still owes me?
Direct billing
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.
Why am I busy but short on cash?
Accounting
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.
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.
- Payroll coordinated and reconciled to your books, including how you pay yourself.
- Gusto and QuickBooks Online are what I use and prefer, and I'm comfortable in the software you already have.
- Ready for tax time, not scrambled in April.
Payroll is coordinated and reconciled to your books, including your own pay, so there are no surprises at tax time.
Tax is its own page. See tax.
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.
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.
QuickBooks Online and Gusto are what I use and prefer, and I'm comfortable working in the software 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.
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.