Bookkeeping Without the Big-Firm Runaround

I specialize in established professional-service businesses: law practices, agencies, consultancies, design and engineering firms, SaaS and IT companies, real estate brokerages, and select property managers. I've examined the financials of hundreds of businesses across most bankable industries, so industry is rarely the deciding factor. What I'm actually weighing on a call is whether I can help you get where you're trying to go. If I can't, I'll tell you.

Yes. Catch-up and cleanup is a good part of my work. The entries are the easy part. What takes experience is spotting the red flags, tracing them to what actually caused them, and giving you a plan to fix it, so the same mess doesn't rebuild itself. No judgment. I've seen it before.

Every client gets their own secure portal. Source documents go there, I publish your monthly reports there, and routine messages run through it, so nothing important ends up buried in an email thread. A financial review by Zoom or phone is there whenever you want it, monthly or quarterly. Some clients take every one. Others would rather I just get in touch when something needs their attention.

Reach out right away. Because I already know your numbers, I can usually tell you quickly what you're looking at. If it needs a tax professional or an attorney, I'll say so and work alongside them.

Month to month, in writing. No long-term commitment. A flat monthly fee based on your business, agreed before any work starts.