Know your numbers
A monthly Profit and Loss, Balance Sheet, and Statement of Cash Flows that show where money comes from and where it goes — closed on a schedule, not whenever there's time.
Industries · Small Businesses
Bookkeeping and accounting for small businesses
You're busy running the business and serving your clients. I handle the bookkeeping in QuickBooks Online and the day-to-day financial operations, and deliver monthly reports that show what's actually working — without the cost of a full internal finance team.
The fit is best with service-based small businesses — consultancies, agencies, professional practices, and firms whose biggest cost is people and time rather than inventory or job sites.
What you get
Less time on the books, more clarity on the numbers
Get paid on time
Invoicing and receivables handled, with aging watched and followed up — so cash comes in and nothing slips through the cracks.
Bills paid, records clean
Accounts payable run on a routine, with documentation attached to the transaction — so vendor questions and year-end requests take minutes, not an afternoon.
See what's actually profitable
Books structured so you can see results by service line, client, or location — and price and staff accordingly, instead of guessing which work is carrying the business.
Cash flow you can see coming
Know what's landing and what's going out over the next few months — payroll, taxes, big vendor bills — before it becomes a scramble.
A CPA to think out loud with
Regular check-ins and year-round access — for hiring decisions, pricing changes, a new location, or an offer you weren't expecting.
What changes when the books are right
- You stop making decisions from the bank balance
- You know which services and clients actually make money — and which quietly don't
- Tax time stops being a cleanup project; your preparer gets clean books and a reconciled year
- You can answer a lender, a landlord, or a potential partner with real statements, the same week they ask
- Owner pay and distributions become a plan instead of whatever's left
- You get your evenings back — nobody's reconciling accounts after the kids go to bed
Who this works best for
Small businesses that have outgrown DIY bookkeeping but aren't ready — or don't want — a full internal finance team. Typically:
- Consultancies and professional services firms
- Agencies and creative studios
- Professional practices and licensed providers
- Technology and other services businesses billing on retainer, subscription, or project
Somewhere in between, or not sure you fit? Ask — a short call sorts it out quickly.
How I help
- Comprehensive monthly financial statements
- Advisory check-ins so you know what your numbers mean
- Monthly bookkeeping & accounting, with accounts reconciled every month
- Bill pay and invoicing management (Strategic Partner plan)
- A chart of accounts rebuilt around how you actually make money
- Quarterly sales tax return filings
- Cleanup and catch-up work to get current before ongoing service starts
- Coordination with your tax preparer and payroll provider
- Budgeting and forecasting through Fractional CFO services (available separately)
Tax preparation, tax planning, and payroll processing aren't included — I'm glad to work alongside whoever handles those for you.
Relevant experience
- Startup and high-growth experienceBuilt and scaled the accounting function at a healthcare technology startup from $7M to $30M in revenue — through exactly the stage most growing businesses find hardest.
- Outsourced accounting partnerExperience as a partner at an outsourced accounting firm, doing this work for a range of client businesses.
- Big-firm audit backgroundFinancial statement audits at CohnReznick — so your books are built the way they'd need to hold up if anyone ever looks closely.
Let's talk about your business
A short discovery call — no pressure, no obligation — to see whether my services make sense for where you are.