I fix messy, behind, and incorrectly done books for small businesses — so your CPA can file and you can focus on running your business.
Get a Free QuoteI specialize in four high-impact services that solve the most painful bookkeeping problems small businesses face — with flat-fee pricing so you always know the cost upfront.
Books behind by months — or years? I reconcile every account, categorize every transaction, and bring your books fully current. Delivered with reconciliation reports ready for your CPA.
Miscategorized transactions, duplicate entries, wrong chart of accounts, unreconciled accounts. I untangle the mess and deliver clean, accurate financials — no matter how deep the damage goes.
A correctly structured chart of accounts is the foundation of useful financial data. I build or rebuild your COA to match your industry, business model, and tax reporting needs — properly, the first time.
Your CPA is ready to file. Your books aren't. I work directly with your tax preparer to deliver clean, organized financials on deadline — no extensions, no delays, no surprises.
While we help businesses across many industries, we have specialized experience supporting:
Real cleanup projects, anonymized to protect client confidentiality. Every situation is different — here's how I've solved them.
Situation: A medical practice owner reached out with serious concerns about the integrity of his books. He suspected his current bookkeeper was not properly maintaining his accounts and feared the financial information submitted to his CPA for his 2023 and 2024 tax returns may have been inaccurate. Upon review, the situation was more significant than anticipated — multiple accounts across 2 bank accounts and 5 credit cards had not been reconciled since 2019, leaving years of financial data unreliable.
Situation: A family-owned marine transportation business had relied on a single office employee to handle everything — bookkeeping, payroll, and day-to-day operations. With no formal bookkeeping background, that employee left the books unreconciled for 3 months before departing. Compounding the issue, the owner had been running two separate businesses out of a single QuickBooks account, leaving both companies' financials completely entangled.
Situation: A solo home-based product business owner had been tracking expenses informally on a spreadsheet — and not tracking her income at all. She had no accounting software, no organized financial records, and no clear picture of where her business stood. She needed a complete setup from the ground up before tax season arrived.
Every project follows the same four-step process — transparent, predictable, and stress-free from start to finish.
10-minute conversation to understand your books and what needs fixing. I quote a flat fee — no hourly guessing.
Written scope, deliverables, timeline, and flat fee. You know exactly what you're getting before anything starts.
I work in the background — no constant check-ins. I reach out only when a decision is needed from you.
Clean books, reconciliation reports, and a written summary of everything corrected. CPA-ready on the agreed date.
15+ years working across the most common small business accounting platforms.
Feedback from real clients — names and identifying details changed to protect confidentiality.
My books were a complete disaster — over a year behind and my CPA refused to work with what I had. She came in, fixed everything in under three weeks, and my taxes were filed on time for the first time in years. Worth every penny.
I thought I was keeping up with my own bookkeeping. Turns out I had two years of errors making my financials completely wrong. My loan got approved after the cleanup. I can't recommend her enough.
Professional, thorough, and completely stress-free. I got a flat quote upfront, the work was done exactly when promised, and I received a full report explaining everything corrected.
I was referred by my CPA and I'm so glad I was. The whole process was clearly explained, the turnaround was faster than expected, and I finally understand my own financials. This is someone who truly knows what she is doing.
Tell me where your books stand. I'll ask 10 quick questions and give you a flat-fee quote — no hourly estimates, no surprises. First consultation is always free.