I help small businesses clean up messy books, set up simple financial systems, and stay organized each month - so you can focus on running your business. Most entrepreneurs don’t start a business to be bogged down by bookkeeping. I
actually enjoy it so you don’t have to pretend to. I help clients set up QuickBooks or Xero, clean up messy books, manage monthly books, and maintain clear financial reporting so they understand their numbers and can make better decisions. Each month includes a clear summary, key callouts (like changes in spending or revenue), and forward-looking insights so you know what’s coming next. Let’s find the path to clean books, clear reporting, and simple financial systems so you can run your business with confidence.
Focus on clarity and understanding rather than just data entry
Combines bookkeeping cleanup with ongoing financial education
Tailored monthly services to keep books current and insightful
Services
Bookkeeping Cleanup & Reset
Books behind or not accurate? It happens - no need to worry. I’ll clean up your QuickBooks (or Xero), fix errors, and set up a simple structure so your financials are accurate and easy to understand going forward.
Review of current setupCleanup and categorization of transactionsReconciliation of bank and credit card accountsFixing errors and inconsistenciesChart of accounts cleanup and simplificationClear, accurate financial reports
QuickBooks Setup
Setup and configuration of QuickBooks or Xero for your business.
Initial setup of QuickBooks or XeroConfiguration of chart of accountsIntegration with banking and payment systemsTraining on basic usage
Monthly Bookkeeping
Ongoing monthly bookkeeping services to keep your financials up-to-date and accurate.
Monthly transaction entry and categorizationReconciliation of bank and credit card statementsFinancial summary and key insightsOngoing support and Q&A
QuickBooks or Xero Training Session (2 Hours)
A focused training session to help you understand and use QuickBooks or Xero effectively.
Personalized 2-hour training sessionHands-on practice with real dataQ&A and best practices guidance
Credentials & Certifications
MBA from the University at Albany
Bachelor’s degree in Accounting and Finance from Iona University
Frequently Asked Questions
What are common signs my books need cleanup? +
Common signs include negative balances in accounts that shouldn’t be negative, numbers that don’t match reality, lack of recent reconciliations, everything sitting in uncategorized buckets, avoidance of financial review, and lack of confidence in numbers.
What is included in a Bookkeeping Cleanup & Reset service? +
The service includes review of current setup, cleanup and categorization of transactions, reconciliation of bank and credit card accounts, fixing errors and inconsistencies, chart of accounts cleanup and simplification, and clear, accurate financial reports.
Who is this service for? +
This service is for businesses that haven’t kept up with bookkeeping, don’t trust their numbers, have uncategorized or messy transactions, or have worked with someone before and need things fixed.
