I am a bookkeeper who genuinely enjoys helping businesses stay organized, confident, and financially steady. Over the years, I’ve supported companies of all sizes — from multi‑entity organizations to private equity firms — always bringing a calm, reliable presence to fast‑moving environments. Whether I’m closing the books, preparing financial statements, reconciling accounts, or managing AP/AR, I approach every task with care and consistency, making sure the people I work with feel supported and informed.
My experience spans fund accounting, full‑cycle bookkeeping, payroll, tax preparation, and portfolio reporting.
What motivates me most is making financial processes feel less overwhelming for the people around me. I love improving workflows, creating clarity out of complexity, and being the dependable person others can count on. I bring a thoughtful, grounded energy to every team I join — and I take pride in doing work that helps businesses thrive.
(203) 858-7789
Big Ideas, Real Impact.
Accurate, up to date books are the foundation of every successful business—they drive smarter decisions, simplify tax season, and give you a clear picture of your financial health. Our bookkeeping packages are thoughtfully designed to meet the needs of the businesses at every stage, from solo freelancers just getting started to established companies requiring full-service support. Choose the plan fits your business today, and scale with confidence as you grow.
Comprehensive Bookkeeping Services
Up to 75 Transactions / Month
Up to 2 accounts / Bank & Credit Card Reconciliation
Monthly Income & Expense Categorization
Monthly Financial Reports / P&L, Balance Sheet
Client Support / Email only (Response within 48 hrs)
Up to 200 Transactions / Month
Up to 5 accounts / Bank & Credit Card Reconciliation
Monthly Income & Expense Categorization
Monthly Financial Reports / P&L, Balance Sheet, Cash Flow
Tracking / Accounts Payable & Receivable
Strategy and or Check-in Call / Quarterly (30 min)
Client Support / Email & Phone (response within 24 hrs)
Unlimited Transactions / Month
Unlimited Accounts / Bank & Credit Card Reconciliation
Full-service / Monthly Income & Expense Categorization
Monthly Financial Reports / P&L, Balance Sheet, Cash Flow & Custom Reports
Full Management / Accounts Payable & Receivable
Payroll Processing Support / Up to 10 employees
Strategy and or Check-in Call / Monthly (60 min)
Client Support / Priority Support (Response within 4hrs)
One-Time Setup Fee
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A one-time setup fee of $150 applies to all new clients to cover account onboarding, software configuration, and initial file review. This fee is waived for clients who commit to a 6-month engagement.
Reliable Bookkeeping Expertise
The firm delivers comprehensive bookkeeping solutions that integrate industry standards with pragmatic technology, ensuring every transaction is recorded, reconciled, and reported with uncompromising accuracy.
Enhance any package with the following services, billed separately from your monthly subscription
Initiate a Project Discussion
Complete the inquiry form to outline objectives, timelines, and challenges so that a tailored engagement proposal can be prepared promptly.

