Two Years of Trust: From Fed Examiner to Solo Bookkeeper
Fifteen years examining bank balance sheets and a wine shop of my own. Two years in, here's what that combination means for the businesses I serve.
Accounting resources
Everything I've written about bookkeeping, pricing, cleanup, and QuickBooks® Online, all on this one page. No sign-up, no page two.
Fifteen years examining bank balance sheets and a wine shop of my own. Two years in, here's what that combination means for the businesses I serve.
How the two roles work together, and why you probably need both.
The call-now triggers for a CPA, and what stays routine bookkeeping.
What's included, what it costs, and how to tell a good fit from a bad one.
Every article I've published is listed below. Filter by topic if you like, nothing gets hidden behind a second page.
Typical monthly ranges, what actually drives the cost, and how to choose without overpaying.
Choosing & Pricing 12 min read
What a monthly bookkeeper typically handles, plus what varies by business and tooling.
Monthly Bookkeeping & Reporting 7 min read
Keeping your books current, accurate, and tax-ready: what's included, costs, and choosing a fit.
Monthly Bookkeeping & Reporting 7 min read
Match, categorize, fix the common issues, and keep your books clean without constant second-guessing.
Setup & Cleanup 7 min read
What to connect, what to skip, and how to keep your books clean while you automate.
Setup & Cleanup 7 min read
Practical habits to stay organized and protect cash flow without feeling overwhelmed.
Getting Started 6 min read
What lenders mean by "clean," what to fix first, and how to prepare quickly.
Advisory & Growth 6 min read
Stay tax-ready, protect cash flow, price confidently, and decide with real numbers.
Getting Started 7 min read
How payment systems affect fees, deposits, and reconciliation, and how to set them up right.
Setup & Cleanup 6 min read
Why they happen and how to fix them before cash flow, taxes, and growth suffer.
Monthly Bookkeeping & Reporting 6 min read
What they cost, what to expect each month, and how to choose the right fit when it's just you.
Choosing & Pricing 6 min read
A low-stress process that fixes errors, reconciles accounts, and restores confidence fast.
Setup & Cleanup 7 min read
Track cash flow, reduce the stress, and make smarter calls with a simple monthly routine.
Getting Started 6 min read
Set up clean books, dodge the common mistakes, improve cash flow, and stay tax-ready.
Advisory & Growth 7 min read
What to look for, what to ask, and how to choose support that actually fits your business.
Choosing & Pricing 6 min read
Moving your books into QuickBooks Online with history preserved and accounts mapped properly.
Setup & Cleanup 6 min read
Costs, access, features, payroll, and reporting compared so you can choose with confidence.
Setup & Cleanup 6 min read
Clean numbers and clearer cash without hiring in-house before you're ready.
Choosing & Pricing 7 min read
Accurate numbers, clearer cash, and support shaped around how you actually run things.
Monthly Bookkeeping & Reporting 6 min read
Direct and indirect methods, scenario planning, and better inputs for forecasts you can trust.
Advisory & Growth 7 min read
Faster bookkeeping, cleaner reports, easier collaboration, and better cash-flow clarity.
Setup & Cleanup 6 min read
How job costing tracks cost and profit by project, where it shines, and where it needs setup.
Advisory & Growth 6 min read
What to ask, what to avoid, and how to find a reliable fit for QuickBooks Online and beyond.
Choosing & Pricing 7 min read
What drives the price up or down, and how to pick a plan without the surprises.
Choosing & Pricing 7 min read
Reconciling accounts, correcting categories, and prepping for taxes so you can trust the numbers.
Setup & Cleanup 6 min read
How the decision changes your operations, your clarity, and your profitability.
Choosing & Pricing 5 min read
How a proper setup streamlines your bookkeeping and buys you peace of mind up front.
Setup & Cleanup 3 min read
The case for trusted financial management with a real person actually involved.
Choosing & Pricing 4 min read
The CPA "call-now" triggers, what stays routine bookkeeping, and how to use both affordably.
Choosing & Pricing 5 min read
The key differences, how the two work together, and why both matter for your business.
Getting Started 5 min read
Tell me what's going on with your books and I'll point you at the right answer, whether or not it involves hiring me. You'd be talking to me directly.
Twenty minutes, and you can stop working it out on your own.
Rather send a message?Reading is free. If you'd rather hand it off, here's what I actually do.
Bookkeeping off your plate every month, and numbers you can act on.
QuickBooks Online set up or migrated, with a chart of accounts that fits.
Books brought current and reconciled, at a fixed price agreed up front.
Costs on the job that caused them, and margin per project every month.
Cash you can see coming, so payroll and big bills stop being a question.