Make confident decisions knowing your numbers are always right. Stay tax-ready and stress-free with accurate books and proactive support.
Your business is unique. Your bookkeeping should be too. We offer flexible, customized packages that fit your needs as you grow.
Awake at 2 am stressing over your books? Let’s fix that.
If you’re struggling to keep up with your finances, we’ll put a system in place so you feel confident moving forward.
Here’s how we help:
…so you can finally stop worrying about your books.
Too much time on finances and not enough on your business and what you truly love?
If managing your money has become too time-consuming or overwhelming, we’re here to partner with you.
Here’s how we help:
…so you can grow and scale with certainty.
Every business is different. That’s why we customize bookkeeping to fit your needs. Here’s how the process works:
Let’s chat for 45 minutes. I’ll answer any questions you have and give you an overview of what it’s like to work together.
Once I understand your business goals and needs, we’ll create a custom bookkeeping strategy and walk you through it before we finalize.
We’ll get to work on organizing your finances while you reclaim your time and gain peace of mind.
Many business owners assume their accountant is keeping their books in order, until tax time proves otherwise.
And when your books are clean, your accountant can do their job better (and faster).
Too many to list! Here are some common services available: bill pay/accounts payable, job profitability, invoicing/accounts receivable, payroll processing, receipt management, 1099 filming, workers’ comp audit report prep. If you’re interested in something you don’t see listed, please contact me at [email protected] or schedule a discovery call.
Services not offered: legal business advice, corporate tax preparation, on-site bookkeeping
Yes! I can process payroll through a third party but I don’t make the tax payments or calculate the liabilities. I can also make payroll recommendations.
I’m not an accountant, but I’ll work directly with your CPA to optimize savings. I provide everything you need for your business tax return, remind you of important tax deadlines, and advise on tax stratgy* for common situations.
*I cannot give legal advice.
If you’re near New Bedford, Massachusetts, you can request an in-person initial meeting. Otherwise, all meetings are virtual.
I don’t offer standard packages because my services are highly customizable to your business needs. I help businesses of all sizes and can tailor a plan that fits your budget.
Or clients come to us using no system at all or an alternative like Xero, Freshbooks, Wave, or Sage. No problem, We’ll migrate your information over to QBO while keeping everything accurate or compliant.
Yes, you ALWAYS own your books and have access to everything through your client portal 24/7. We pride ourselves on being transparent.