What I Offer
Services
From keeping your books tidy to filing your taxes and planning ahead — I offer the financial services small businesses and individuals need most, with a friendly, personal touch.
Bookkeeping
Keeping your books current means no scrambling at tax time and a clear picture of your business finances whenever you need it. I handle the day-to-day so you can focus on running your business.
Best for
Small business owners, freelancers, and self-employed individuals
Ask about BookkeepingWhat's included
- Monthly bank and credit card reconciliation
- Expense categorization and tracking
- Accounts payable and receivable
- Monthly financial reports (P&L, balance sheet)
- QuickBooks or other software setup and management
- Year-end cleanup and tax-ready financials
Tax Preparation
Tax season doesn't have to be stressful. I prepare individual and small business tax returns with care and accuracy — making sure every deduction is captured and nothing is missed.
Best for
Individuals, families, freelancers, and small business owners
Ask about Tax PreparationWhat's included
- Individual federal and state tax returns (Form 1040)
- Small business returns (Schedule C, S-Corp, LLC)
- Self-employed and freelancer returns
- Rental property income reporting
- Prior year returns and amendments
- E-filing with fast turnaround
Payroll Services
Payroll is one of those things that has to be right — every time. I manage the processing and filings so your employees are paid accurately and you stay compliant with state and federal requirements.
Best for
Small businesses with employees or contractors
Ask about Payroll ServicesWhat's included
- Payroll processing (weekly, bi-weekly, or monthly)
- Direct deposit setup
- Federal and state payroll tax filings
- W-2 and 1099 preparation
- New hire reporting
- Payroll records and reporting
Not sure which service you need?
That's completely okay. Reach out and we'll figure it out together — no pressure, no jargon, just a friendly conversation about your finances.