Bookkeeping

Your numbers should help you decide, not make you dread them.

CPA-led bookkeeping and payroll support for growing businesses that need clean books, a reliable month-end, and someone who can explain what the numbers mean.

The Books Checkup is a free call where we look at where your books stand today. You’ll leave knowing what they need, whether that’s a cleanup, a steady monthly routine, or payroll support.

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Who This Is For

I work best with founder-led businesses that are growing and starting to feel the strain behind the scenes. That usually means companies earning roughly $1M to $50M, including:

• Media companies juggling production costs, contractors, and uneven revenue
• Agencies that need to see client profitability and cash flow clearly
• Professional service firms ready to stop running the books off the side of someone’s desk
• Real estate businesses with several properties, entities, or moving parts
• Startups that need investor-ready financials and good habits from day one

If your books are a month or two behind, your payroll process makes you nervous, or you have the reports but don’t trust them, you’re in the right place.

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What’s Included

Monthly Bookkeeping
Transactions are categorized accurately and consistently every month in QuickBooks Online, so your books show what actually happened in your business.

Account Reconciliations
Bank, credit card, and other key accounts are reconciled every month. No surprises, no mystery balances.

Month-End Close & Financial Statements
On Growth and Advanced, a full month-end close, including accrual items like unearned revenue and amortization schedules, so your books reflect what really happened that month.

AR/AP Support
Help keeping track of who owes you and who you owe, so invoices go out, bills get paid on time, and cash flow stays predictable.

Cleanup & Catch-Up
Behind by months, or inherited a mess? I’ll get your books current and accurate first, then keep them that way.

Payroll
Need payroll too? I manage payroll on the provider you already use, or set you up on Gusto, as a separate service priced by quote. See Payroll.

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Monthly Packages

Prices shown are starting prices. Your exact price is quoted after we meet and learn about your business. Payroll and cleanup or catch-up work are quoted separately.

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How It Works

1. Book a Free Books Checkup
We start with a free call to look at where your books stand today and what they need.

2. Review & Recommendation
I’ll look at your current setup and recommend the right package, plus any cleanup or catch-up work needed to get you current.

3. Setup & Cleanup
We get you connected on the tools that work best, usually QuickBooks Online, Gusto, and Mercury, along with Google Workspace or Microsoft 365, and we bring your books up to date.

4. Monthly Rhythm
Every month, your books are closed, reconciled, and reported on time, and you have someone to call when questions come up.

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Why a CPA-Led Bookkeeper?

Plenty of people can enter transactions. What’s harder to find is someone who knows why those numbers matter and what to do about them.

I’ve worked in accounting since 1997, have been a licensed CPA since 2010, and have advised more than 200 small and mid-sized businesses. I also work as a fractional CFO and financial advisor, so your bookkeeping is built with the bigger picture in mind: pricing, cash flow, profitability, and growth.

That means:

• Accuracy you can trust. Books are kept to professional standards, not just “close enough.”
• Context, not just reports. You’ll understand what changed and why.
• Room to grow. When you’re ready for deeper financial strategy, you won’t have to start over with someone new.

The goal is simple: financial clarity, so you can lead with confidence.

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Frequently Asked Questions

Do I have to use QuickBooks Online?
It’s my preferred tool because it works well for growing businesses. If you’re using something else, we’ll talk through whether to keep it or make a switch.

My books are way behind. Can you still help?
Yes. Cleanup and catch-up work is one of the most common starting points, and it’s quoted separately from monthly packages. We’ll get things current first, then move into a steady monthly routine.

Does Clarity file my payroll taxes?
Your payroll provider handles payroll tax filings and payments. My role is to set payroll up correctly, manage it with you, and make sure it’s accurately reflected in your books. Payroll is a separate service; see Payroll.

How often will I get financial statements?
It depends on your package. On Essentials, you’ll hear from me each month when your books are closed and ready for your review. On Growth and Advanced, your books go through a full month-end close.

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