Bookkeeping,
Tax & Advisory Services
I provide virtual bookkeeping, real-time accounting, and tax services for individuals and small business owners.
My goal is to give you clarity, reduce stress, and make your financial decisions easier throughout the year.
Services Designed to Reduce Your Financial Stress
Bookkeeping &
Accounting
Monthly bookkeeping, reconciliations,
and clean financial records.
I help small business owners stay organized with accurate books, categorized transactions, and clear monthly reports.
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Included:
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Monthly reconciliations
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Categorized income and expenses
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Financial statements (P&L, Balance Sheet)
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Clean-up and catch-up bookkeeping
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Ongoing support for questions
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Home office tracking (if applicable)
Tax Preparation
& Planning
Virtual individual and small business tax services.
I prepare accurate federal and state income tax returns and provide proactive planning to help you avoid surprises and understand your options.
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Included:
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Individual tax preparation
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Small business tax preparation
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Year-round tax questions
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Tax planning and projections
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Estimated tax support
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Home office deduction guidance
Advisory & Support
Tailored guidance when you need help
beyond day-to-day bookkeeping.
Whether you’re making a financial decision, organizing your records, or tackling a one-time project, I can help you move forward confidently.
Included:
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Business and financial advisory
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QuickBooks Online setup or review
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One-time clean-ups
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Organizing financial information
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Project-based accounting support
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Home office setup and documentation help