Books that balance. Every month.
Monthly bookkeeping, reconciliation, and clean financial statements for small service businesses — so you always know where your money stands.
Two plans. No surprises.
Basic
Custom quote — priced to your accounts and transaction volume
- Monthly transaction reconciliation
- Monthly financial statements
- Bank reconciliation
- Core KPI tracking
- Email support for questions
Plus
Custom quote — for owners who want a forward view, not just a record
- Everything in Basic
- Monthly strategy call
- Financial forecasting
- Advanced KPI tracking
- Priority responses to questions
Built for small service businesses
If you run a business doing real work — trades, cleaning, landscaping, consulting — your books shouldn't be a second job. This service fits best when you have:
- A dedicated business bank account
- Consistent, manageable transaction volume
- A straightforward payroll structure
- A business that runs the same way month to month
Modern tools. A real person reviewing every number.
We link your books
You connect your accounting software and business bank feed. Setup is quick, and you keep full control — I never touch balances or pay bills, only organize the records.
The system does the heavy lifting
A purpose-built AI system categorizes transactions, runs reconciliations, and drafts your statements and KPIs each month — fast, consistent, and thorough.
I check everything, then you get clean reports
Every output is personally reviewed before it reaches you. Anything unusual gets flagged and resolved. You receive accurate statements and a clear picture of the month.
Detail-obsessed, by design
I started this practice with a simple idea: small service businesses deserve clean, reliable books without big-firm pricing or big-firm wait times.
By pairing a purpose-built AI workflow with careful personal review, I keep overhead low and pass that efficiency on — fair pricing, fast turnaround, and a bookkeeper who actually answers your emails.
The service is fully remote, so it works wherever you do.
Background
- Accounting student on the CPA track
- Microsoft Excel certified
- Experience managing a $150K investment portfolio
- Errors & omissions insured
Request an estimate
Tell me a little about your business and I'll come back with fair, transparent pricing based on your accounts and transaction volume — usually within one business day.