Still doing your own books?
Some owners genuinely enjoy it. Most are grinding through them at 11pm and done with it. If you're the second kind, the fix isn't another app or dashboard — it's a person who owns it. I work with restaurants juggling daily cash, contractors invoicing by milestone, and consultants who just want clean numbers at tax time.
The monthly rhythm
Every account reconciled to $0 variance
Bank, credit card, and payment-platform clearing accounts — the part most bookkeepers skip.
Every transaction categorized — consistently
So your reports mean something year over year, not just this month.
The one-page report
What happened, in plain English: revenue, expenses, anything unusual — and whether you should care.
The watch layer
My anomaly checks run on your books each month — deposit gaps, fee drift, odd balances — and I personally investigate every flag.
Tax-time handoff
Your CPA gets a clean, documented file. No December scramble, no cleanup invoice in March.
Most bookkeeping reports are written for accountants. Mine is written for you.
One page, no jargon, five-minute read. Clients tell me it's the first time they've actually understood their own numbers — and once you understand them, you can act on them.
What it costs
Not sure where you'd land? The free 15-minute call ends with a real number — not "it depends."
From "not sure" to sorted
Free 15-minute call
Tell me about your business; I'll tell you what I'd expect to find in your books.
The books review
Written findings: what's right, what's off, what it takes to fix. $275–$800 by business size, credits in full toward month one.
Cleanup, if needed
A fixed quote before any work starts. You approve the number first.
The monthly rhythm
Reconciled to the dollar, every month, with the one-page report. You stop wondering.
"His handling of our monthly bookkeeping has been a great relief, allowing me to focus on other aspects of the business knowing our finances are in capable hands."
FAQ
Do I have to switch software?
No — I work in your QuickBooks Online file. If you're on something else (or nothing), I'll recommend the simplest path, not the most expensive one.
What if my books are behind?
That's the cleanup step — a fixed quote before any work starts, typically $2,000–$5,000 depending on how far back things go.
How much of my time does this take?
After onboarding, most clients spend under 30 minutes a month — answering the occasional "what was this charge?" message.
Can you work with my CPA?
That's the design. Your CPA gets clean, documented files; I handle the monthly grind; tax season stops being an emergency.
Ready to hand them off?
Fifteen minutes tells us both whether it's a fit — and you'll leave with a real monthly number. No pitch, no pressure, no homework.
Book a Free 15-Minute Call