Services

Plain-language bookkeeping, tax support, and coaching for individuals, freelancers, and small businesses.

Bookkeeping

Monthly categorization, bank and card reconciliation, clean books you can actually read, and reports that tell you what happened and why.

  • Monthly transaction categorization
  • Bank & credit card reconciliation
  • Profit & loss, balance sheet, cash flow
  • Cleanup of prior-year messes

Tax support

Year-round preparation and coordination so filing season is a formality, not a fire drill. We work with your preparer or handle the coordination ourselves.

  • Quarterly estimate planning
  • 1099 and payroll filing support
  • Deduction review in plain English
  • Filing-season document packet

Financial coaching

The part most firms skip. We sit with you, look at what the numbers mean for your life, and build a plan you can stick to.

  • Cash flow and savings planning
  • Debt payoff strategy
  • Pricing and owner-pay guidance
  • Quarterly goal check-ins

Let's talk about your numbers

A free 30-minute consultation, no pitch. Bring your questions and we'll tell you plainly whether we can help.

Book a Free Consultation