The Right Service for Every Stage of Your Books

Hi, I’m Christopher Wilson. For 20+ years, I kept billion-dollar ledgers audit-tight. Now I bring the same rigor and plain-English guidance to small businesses like yours. Pick the service that fits where you are today, and let’s get your finances working for you.

Turn Chaos into Clean Books

I dig through months or years of loose receipts, missed entries, and mismatched statements, leaving you with a rock-solid foundation.

Clean-Up & Catch-Up

Monthly Bookkeeping

Stay Current, Stay Calm

Each month, I record every transaction, reconcile every account, and deliver bullet-proof books so tax time never surprises you again.

See What Your Numbers Are Saying

Receive timely P&L, balance sheet, and cash-flow reports you can actually read because I walk you through the story behind each line.

Financial Reporting

Budgeting

Financial Advisory

Plan Money Before It Moves

Together, we build a practical budget that tracks real-world goals, spots cash gaps early, and keeps spending intentional.

Your Part-Time CFO

Quarterly strategy calls transform raw data into informed decisions: pricing tweaks, margin enhancements, and growth strategies tailored to your objectives.

QBO Setup & Migration

Move to the Cloud—Seamlessly

I set up QuickBooks Online from scratch or migrate you from desktop software with zero data loss and minimal downtime.

CORE SERVICES

ADDITIONAL SUPPORT SERVICES

• Accounts Receivable & Payable: Invoicing and bill-pay workflows that protect cash flow.

• Job Costing: Track labor and materials per project for smarter quotes.

• Inventory Tracking: Know what’s on the shelf, what’s moving, and what’s tying up cash.

• Sales Tax Accounting & Filing:  Correct nexus, on-time filings, and no scary letters.

• 1099 Filings: Prepare, e-file, and mail contractor forms so you meet IRS deadlines without headaches.

• Payroll Support: I coordinate with your preferred national processor, post the journals, and ensure each run is accurate and up to date. I am QuickBooks Online Payroll Certified, so I can run it in-house if needed.

Fixed-Asset & Depreciation Tracking

Clean schedules and monthly depreciation are posted automatically, so tax season and lender requests take minutes, not days.

ADVANCED SUPPORT SERVICES

For owners ready to level up from “good books” to growth-driving insights. Each add-on pairs perfectly with any Core Service plan.

Cash-Flow Forecasting & Scenario Planning

KPI Dashboard & Benchmarking

13-week rolling forecast shows if payroll, loans, or new hires will strain cash—long before panic sets in.

Real-time metrics (gross margin, CAC, inventory turns) plus industry benchmarks so you can act fast and outpace peers.

Year-End CPA Liaison & Tax-Ready Package

I bundle trial balances, 1099s, payroll reports, and answer the CPA’s questions—saving you endless back-and-forth emails.

App-Stack Integration & Workflow Automation

Connect third-party apps like Stripe, Shopify, Dext, or Gusto, to QuickBooks. Data flows in automatically, freeing hours every month.

Audit / Due-Diligence Support

Need to impress lenders or a potential buyer? I prep schedules, pull source docs, and join the Q&A calls.

Internal-Control Health Check

A review of who touches cash, approvals, and user permissions. Pinpoints fraud gaps before they become costly mistakes.

Ready to Trade Bookkeeping Stress for Strategy?

HOW WE START: Simple 3-Step Process

• Free 30-Minute Call: We map your pain points and goals.

• Books Health Check: I review your current data and outline quick wins.

• Proposal & Kick-Off: Choose a service bundle. Onboarding takes days, not weeks.

Ready to Trade Bookkeeping Stress for Strategy?

No pressure, just answers.