I’m starting a business
Starting a business means a long list of decisions, and nobody hands you the manual. Which business structure? How do you form your LLC or S-corp? Which accounting software, payroll provider, and bank? What order do you do it all in?
I’ll guide you through the whole process, explaining your options and helping you choose what fits your business. Then I’ll set up your books so everything works together from day one.
Help choosing the right structure and getting it formed
Plain-language guidance through early accounting decisions, from payroll services to retirement plans
Books designed around the questions you’ll want answered about your business
My books are behind
Maybe you’re months behind. Or maybe you tried to keep up, and now the balance sheet is off, everything is sitting in “miscellaneous,” and the credit card won’t reconcile no matter what you try. Either way, I’ll untangle it and turn the jumble into something you can use.
Bookkeeping isn’t just a chore. Done right, it can answer the questions you’re already asking: Which jobs or products are worth my time? Where is my spending getting out of hand? Am I actually making money?
Accounts reconciled and transactions categorized correctly
Mistakes found and fixed, so you have reports you can trust
Clear numbers you can use to make decisions, not just file taxes
I need help with my taxes
Tax time goes better with someone who understands both your business and your personal finances. I prepare small business and personal returns, accurately and on time, whether you’re on top of things or showing up at the last minute with a shoebox of receipts. If your records need work first, I’ll get them cleaned up and organized so your return is built on numbers you can trust.
Some of the best tax decisions have to be made before the year ends. If the first time we talk is in January, it’s too late. Work with me through the year, and I’ll help you make those decisions while they still count.
Personal and small business tax returns
Extensions and amended returns
Questions and planning all year, not just in April
I need ongoing accounting support
You’ve built the business. Now you need someone steady in your corner, handling the numbers month after month. I keep your books current, prepare your tax returns, and handle sales tax filings, so one person knows your whole picture instead of several who each know a piece. And the books don’t just sit there: they tell you how the business is doing, so you can make decisions with real numbers. Switching from another accountant? I’ll make the transition easy.
Monthly bookkeeping, reconciliations, and reports
Tax returns, estimated payments, and sales tax filings
Someone who knows your business and answers when you have a question