What I do
Four focused service areas built for small businesses that need more than a spreadsheet — and less than a full finance department.
Bookkeeping & Financial Clarity
Know exactly where you stand — every month.
Most small businesses don't fail because the work is bad. They fail because no one is watching the numbers. I build and maintain clean, current books so you always have a clear picture of your financial position — without waiting until tax season to find out how the year went.
A clear P&L over perfect historical accuracy. I'd rather you have accurate, current books that reflect today's reality than a perfectly reconciled history that's three months behind.
Early-stage businesses getting their books in order for the first time, and established businesses whose books have fallen behind.
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Compliance & Certified Payroll
Stay compliant. Keep bidding. Keep building.
Construction and trade businesses pursuing city-funded or government contracts face a layer of compliance requirements that most bookkeepers aren't equipped to handle. Prevailing wage laws, certified payroll reporting, and city-agency documentation aren't optional — and getting them wrong can cost you the contract.
Compliance isn't a burden — it's a competitive advantage. Businesses that have their documentation in order can bid on contracts that others can't.
Construction and trade businesses actively pursuing or currently working on city-funded, public works, or government contracts.
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Operational Systems
Build the back office before you need it.
The most common mistake I see in early-stage businesses is mixing personal and business finances — and the second most common is having no system at all. I help businesses build the operational foundation that makes everything else possible: clean separation of finances, basic internal controls, and processes that scale as you grow.
Systems built right from day one are infinitely easier than systems retrofitted after the fact. The goal is a back office that runs quietly in the background — not one that creates emergencies.
New businesses setting up for the first time, and established businesses that have outgrown their informal systems.
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Advisory for Growth
From stuck and stagnant to organized and profitable.
Sometimes you don't need more bookkeeping — you need someone to look at the full picture and tell you what it means. Advisory engagements are for business owners who want ongoing guidance: understanding their numbers, making better decisions, and building toward a business that's organized, profitable, and ready for what's next.
Financial clarity isn't just about the past — it's about making better decisions going forward. I work alongside business owners as a thinking partner, not just a record-keeper.
Established businesses under $1M in revenue that are profitable but feel stuck, disorganized, or unsure of their next move.
Process
Deliverables
Not sure which service fits?
Schedule a consultation and we'll figure it out together.