Who it's for: New or micro businesses that need clean, accurate, compliant books each month — without hiring a full-time bookkeeper.

What you get:

• Monthly categorization of all your business transactions
• Monthly bank and account reconciliation
• A simple monthly financial summary, so you always know where your business stands

Support: Questions answered by email or phone within 72 hours — always responsive, never left waiting.

Commitment: 12-month engagement. Backed by a satisfaction guarantee — if you're ever unhappy, your most recent month is refunded, no questions asked.

Reliable, hands-off bookkeeping so you can spend less time on spreadsheets and more time growing your business.

Who it's for: Growing small businesses that need tax-ready books, regular reporting, and strategic guidance — not just data entry.

What you get:

• Monthly categorization of all business transactions
• Monthly account reconciliation
• Monthly financial reporting, so you always know where your business stands
• Quarterly advisory/strategy meeting to help you plan ahead and make informed decisions

Support: Email or phone response within 48 hours, plus 5 hours per year of dedicated IRS/audit support — so you're covered if questions ever come up.

Terms: Flexible 30-day cancellation. Backed by a satisfaction guarantee — if you're ever unhappy, your most recent month is refunded, no questions asked.

True peace of mind: accurate books, clear reporting, and a partner in your corner when it matters most.

Who it's for: Businesses facing a specific accounting challenge — messy books, a system migration, an upcoming audit, or a backlog of unreconciled transactions — that need expert, short-term support to get things fixed and back on track.

What I help with:

• Historical bookkeeping cleanup and catch-up bookkeeping
• Bank and account reconciliation projects
• QuickBooks/Xero setup and ERP-to-ERP migration support, including Oracle implementation
• Chart of accounts restructuring
• Financial reporting projects and audit preparation
• Troubleshooting and resolving accounting discrepancies

Why work with me: Backed by hands-on experience with large-scale ERP integrations and complex accounting operations, I step in quickly to diagnose issues and deliver accurate, reliable results — no learning curve, no delays.

Outcome: Clean, accurate, audit-ready books and systems — so you can move forward with confidence, whether that's tax season, an investor review, or simply peace of mind.

Who it's for: Individuals and businesses that need their tax returns prepared and filed accurately and on time — without the stress of doing it themselves.

What you get:

• Preparation and filing of individual and/or business tax returns (online or offline)
• Thorough review of your financial records to ensure accuracy
• Identification of eligible deductions and credits to help minimize your tax liability
• Support and guidance throughout the process, so you understand what's being filed and why

Outcome: A complete, accurate, on-time tax filing — giving you confidence that your taxes are handled correctly and nothing is left on the table.

Who it's for: Growing businesses that need more than basic bookkeeping — ongoing accounting support plus accurate, on-time tax filing.

What you get:

• Monthly bookkeeping: transaction categorization and account reconciliation
• Monthly accounting review to keep your financials accurate and audit-ready
• Preparation and filing of your tax returns based on your recorded activity
• Guidance to help you meet federal, state, and local requirements — and avoid costly errors or penalties

Support: Email or phone response within 72 hours — always responsive, never left waiting.

Commitment: 12-month engagement, so you get consistent, dependable support all year — not just at tax time.

One dependable partner for your books and your taxes, so nothing falls through the cracks.