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.

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.

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Comprehensive Bookkeeping Services

Basic Service Per Month / Ideal for Freelancers & Sole Proprietors just starting out
$250.00
  • 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)

Professional Per Month ***Most Popular/ Ideal for Growing Small Businesses
$500.00
  • 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)

Premium Per Month / Ideal for Established businesses needing full-service support
$900.00
  • 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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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.

A workspace on a wooden desk with a laptop, open notebook, cups of coffee, glasses, a plant, a book, and various office supplies.

Enhance any package with the following services, billed separately from your monthly subscription

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A pricing chart listing various accounting and bookkeeping services with their fees, including catch-up bookkeeping, historical cleanup, 1099 preparation, sales tax filing, QuickBooks setup and training, custom financial reports, and shadow accounting for private equity.
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Initiate a Project Discussion

Complete the inquiry form to outline objectives, timelines, and challenges so that a tailored engagement proposal can be prepared promptly.