Bookkeeping is the day-to-day recording of your business’s financial transactions — sales, expenses, invoices, payments, and bank reconciliations. Many small business owners start by handling it themselves, but it quickly becomes time-consuming and error-prone.

Outsourcing to a professional like me frees you to focus on growing your business rather than wrestling with spreadsheets. With my 25 years of corporate accounting experience, I deliver clean, organized, CPA-ready books every month, catch issues early, and provide straightforward guidance so you always know where your business stands financially.

It’s simpler than most people expect. After an initial onboarding call, I’ll connect to your bank feeds and accounting software (QuickBooks, Xero, Wave, etc.). You send me your receipts, invoices, and any other documents — usually through a secure shared folder or email.

I handle the categorization, reconciliations, and monthly reporting. You get a clean set of financial statements and a simple summary each month, along with any questions or recommendations. Many clients spend less than 30 minutes per month on bookkeeping after switching to me.

Pricing depends on the volume and complexity of your transactions, but most small businesses I work with fall between $200 to $1,000 per month. I offer transparent, flat monthly pricing with no surprise hourly charges.

During our initial consultation, I’ll review your transaction volume and give you a clear quote. Many clients find that the cost is easily offset by the time they save and the tax deductions or cash flow improvements we identify.

Yes — security is non-negotiable. I use encrypted, industry-standard tools and secure portals for all document sharing. I maintain strict confidentiality and never share your data with anyone outside of your designated team (such as your CPA with your permission).

My systems follow best practices similar to those used in corporate environments, and I’m happy to sign a confidentiality agreement or NDA if you’d like extra peace of mind.

Absolutely. One of the biggest advantages of working with me is that I prepare your books in a format CPAs love — clean, well-organized, and fully reconciled. I can communicate directly with your CPA or tax professional to make tax time smoother and reduce their billable hours.

Many clients tell me their CPA has thanked them for switching to professional bookkeeping because it eliminates back-and-forth questions and last-minute scrambling.

Yes, this is very common. I regularly help business owners who are months or even years behind. We’ll start with a cleanup project to bring everything current, then transition into ongoing monthly bookkeeping.