Services
Everything your business finances need — except the taxes.
From monthly bookkeeping to big-picture CFO guidance, pick the help you need now and add more as you grow.
Bookkeeping
Accurate, up-to-date books every month, so you always know where you stand.
Account Reconciliation
Bank, credit card and loan accounts matched to the penny — no surprises.
Financial Reporting
P&L, balance sheet and cash flow reports — explained in plain English.
Financial Analysis
Margins, trends and cash flow — what’s working, what isn’t, and what to do next.
QuickBooks Help & Cleanup
Messy file? I’ll untangle it, fix the categories, and set it up right going forward.
Financial Health Check
A thorough review of your books and internal controls to catch problems early.
The flagship service
Need more than bookkeeping?
A part-time CFO brings forecasting, budgeting and strategic guidance — at a fraction of the cost of a full-time hire.
Free consultation
Not sure what you need?
Tell me where things stand and I’ll recommend the right mix. I’ll get back to you within one business day.