Good bookkeeping isn’t just about keeping records—it’s about knowing where your business stands and feeling confident in your decisions.

I provide detailed, accurate bookkeeping that keeps your finances organized, up to date, and easy to understand. Whether you want ongoing support or a lighter touch, services are customized to fit how you run your business—not the other way around.

What’s Included

Transaction Tracking & Reconciliation
Your income, expenses, and bank accounts are consistently tracked and reconciled so your numbers are accurate and dependable.

Monthly Financial Reports (Made Understandable)
You’ll receive clear monthly reports—like profit & loss and balance sheets—that show how your business is really performing, without confusing jargon.

Expense Organization
Expenses are properly categorized to help with budgeting, cash flow visibility, and potential tax deductions.

Accounting Software Support
I work primarily in QuickBooks but can support other platforms like Xero, depending on what fits your business best.

Flexible Service Levels
Choose monthly, quarterly or yearly bookkeeping based on your volume, pace, and goals.

Why It Helps

• Less stress and fewer “Am I doing this right?” moments

• A clear picture of your financial health—all year long

• More time to focus on running your business (or enjoying life outside of it)

• Confidence that your books are clean, organized, and CPA-ready

• Accounts Receivable (A/R) Management:

  Getting paid on time matters.

  I can manage invoicing, track incoming payments, and follow up on outstanding balances so nothing slips through the cracks. The goal is to improve cash flow, reduce past-due accounts, and keep billing organized—while still maintaining positive client relationships.

  Helpful for businesses that:

  • Are tired of chasing payments

  • Want more consistent cash flow

  • Need a cleaner, more reliable invoicing process

• Accounts Payable (A/P) Management:

  Keeping up with bills, vendors, and due dates can quickly become overwhelming. AP support ensures invoices are reviewed, organized, and paid on time—helping you avoid late fees, maintain good vendor relationships, and better manage cash flow.

  Everything stays documented and up to date, so you always know what’s been paid and what’s coming up.

  Great for businesses that want:

  • Organized vendor invoices

  • Timely, accurate bill payments

  • Better control over outgoing cash

• Payroll Management Services:

  Payroll comes with zero room for error—and a lot of responsibility. I handle payroll processing from start to finish, including calculations, withholdings, direct deposits, and required filings, so employees are paid accurately and on time.

  This service reduces risk, saves time, and removes the stress of keeping up with ever-changing payroll requirements.

  Helpful for businesses that:

  • Want payroll handled correctly and consistently

  • Are growing or adding employees

  • Don’t want to worry about payroll rules and deadlines

et’s make the switch without the stress.

If you’re using QuickBooks Desktop and thinking about moving to QuickBooks Online, you’re not alone — and you don’t have to figure it out by yourself.

This service is all about moving your books from Desktop to Online carefully, cleanly, and with clarity, so you feel confident instead of overwhelmed. No panic. No broken reports. No guessing if things transferred correctly.

I handle the behind-the-scenes details and then walk you through what changed (and what didn’t), so you’re comfortable using your new setup.

What this includes:

• A review of your current QuickBooks Desktop file

• Help choosing the right QuickBooks Online version for your business

• Safe transfer of your data into QuickBooks Online

• Cleanup and double-checking that balances and reports make sense

• A post-transfer walkthrough so you know where things live now

This is a good fit if:

• You’re ready for easier access and less “where’s that file?”

• You want to collaborate more easily with your bookkeeper or CPA

• You’re growing, changing, or just ready for a more flexible system

• You want the move done right, not rushed

A quick note on timing & cost:

Every business looks a little different. The timeline and cost depend on how much data you have and how your QuickBooks is currently set up. Because of that, this service is custom quoted after a quick review — no surprises.

Why I do it this way:

Moving to QuickBooks Online isn’t just clicking a button. It’s about making sure your numbers still tell the right story once you’re on the other side. I don’t just move the data — I make sure it feels usable, accurate, and supportive of your business going forward.

Curious if QuickBooks Online is right for you?
Reach out and we’ll talk through your setup and next steps.

• This service is designed for business owners who want a bigger-picture financial check-in, not a long-term CFO commitment.

  Think of it as stepping back from the day-to-day and looking at your business from a higher level—where you’ve been, where you’re going, and what your numbers are really telling you.

  These sessions are typically done annually or as needed, and can be repeated whenever it makes sense for your business.

  What This Includes

  High-Level Financial Review
  A deep but understandable review of your financials, trends, and patterns—focusing on what matters most to you as the owner.

  Goal Setting & Budget Planning
  We’ll talk through upcoming goals and build a realistic budget to support them, whether that’s growth, stability, or simplifying operations.

  Cash Flow & Forecasting Conversations
  Review cash flow, upcoming expenses, and forecasts so there are fewer surprises and more confidence in planning ahead.

  Trends, Insights & Opportunities
  Identify strengths, potential risks, and opportunities using real data—not guesses—then talk through what the next best steps could be.

  Plain-English Explanation
  No CFO jargon. You’ll leave understanding why the numbers look the way they do and what options you have moving forward.

  Who This Is For

  • Business owners who want clarity before making big decisions

  • Those planning for the year ahead (or resetting after a busy season)

  • Owners who like being hands-on but want expert insight

  • Businesses not ready—or not interested—in a monthly CFO retainer

  Why It’s Valuable

  • Get out of reaction mode and into planning mode

  • Make decisions with confidence, backed by real numbers

  • Spot trends early instead of after they become problems

  • Gain clarity without the overhead of a full-time CFO

Starting a new business can be both exciting and overwhelming, especially when it comes to navigating the necessary paperwork and legal requirements. Our Startup Services are designed to take the confusion out of the process, ensuring that your business is set up correctly from the very beginning. Here’s how we can help:

1. Business Formation Guidance

   • Assistance in choosing the right business structure (LLC, Corporation, Sole Proprietorship, etc.) based on your needs.

   • Filing of necessary formation documents with state and local agencies.

2. Registration and Compliance

   • Help with obtaining Employer Identification Numbers (EIN).

   • Guidance on registering for necessary licenses and permits.

3. Financial Setup

   • Establishing business bank accounts.

   • Setting up accounting systems for smooth financial management.

4. Customized Business Plans

   • Assistance in drafting a business plan to help secure funding and guide your business growth.

5. Legal and Regulatory Assistance

   • Ensuring compliance with local, state, and federal regulations.

   • Introduction to key legal considerations for new businesses.

6. Ongoing Support

   • Continued access to expert advice as your business grows.

   • Regular check-ins to ensure your business stays compliant and on track.

With our Startup Services, you’ll have the peace of mind that comes with knowing you’re starting your business on a solid foundation. Let us handle the details so you can focus on building your dream.

Every business in Michigan is required to have a registered agent—but that doesn’t mean it has to be complicated.

I offer Registered Agent services for businesses that want a reliable, local point of contact for important legal and state documents. This ensures nothing slips through the cracks and gives you peace of mind knowing official notices are handled properly and promptly.

What This Service Includes

Official Document Receipt
I receive state and legal correspondence on behalf of your business, including documents from the State of Michigan and other official notices.

Timely Notifications
You’ll be notified promptly when documents are received, so you can take action when needed.

Privacy & Professionalism
Using a registered agent helps keep your personal or business address off public records.

Local, Reliable Presence
A consistent Michigan-based contact during normal business hours, as required by the state.

Who This Is Helpful For

• New business owners forming an LLC or corporation

• Business owners who work remotely or travel frequently

• Anyone who wants to keep personal addresses private

• Businesses that want to stay organized and compliant

Why It Matters

• Helps ensure you don’t miss important deadlines or notices

• Keeps your business in good standing with the State of Michigan

• Reduces administrative stress and distractions

Paperwork has a way of piling up—and knowing what to keep, what to shred, and when isn’t always clear. Keeping documents too long can create clutter and risk, while disposing of them improperly can put sensitive information at risk.

I offer secure, confidential document shredding as a local service to help individuals and small businesses safely dispose of paperwork they no longer need—without guessing or stressing.

What This Service Covers

• Confidential & Secure Disposal
  Sensitive documents are shredded properly to protect personal, financial, and business information.

• Guidance on What to Keep vs. Shred
  Not sure how long you should keep tax documents, payroll records, or business paperwork? I can help you understand general retention timelines so you shred with confidence.

• Ideal for Individuals & Small Businesses
  Perfect for old tax returns, outdated financial records, payroll documents, and other paperwork that no longer needs to be stored.

• Local, Convenient Drop-Off
  Shredding is done through a secure shred bin at the office—no shipping boxes or big trips required.

Why It Matters

• Protects against identity theft and data exposure

• Reduces paper clutter and storage overload

• Gives peace of mind knowing documents are handled properly

Looking Ahead: Community Shred Days

From time to time, I’ll also host community bulk shred days—a simple way for neighbors and local businesses to clean out files safely and affordably. Dates and details will be shared as they’re scheduled.