Services

Overview

If your books are behind, inconsistent, or just hard to read, this service brings order and clarity. I'll go through your QuickBooks or existing records, clean up your chart of accounts, reconcile transactions, and deliver a P&L that's actually easy to understand.

This is typically the right starting point if you're not confident in your current financials or haven't had a clean set of books in a while.

What's Included

• QuickBooks cleanup and account reconciliation
• Chart of accounts review and reorganization
• Clear, easy-to-read Profit & Loss statement
• Summary of findings and recommendations
• One revision round included

Pricing Note

Final price depends on the volume of transactions and current state of records. A brief intake call is included at no charge to assess scope before any work begins.

Overview

Stop guessing at how your month went. This ongoing service delivers a clean, consistent monthly report that shows you exactly where your revenue came from, where the money went, and what your profit looks like — with brief insights to help you act on it.

Designed for business owners who want clarity without having to dig through their own numbers every month.

What's Included

• Monthly Profit & Loss report
• Revenue and expense breakdown by category
• Month-over-month comparison
• Brief written insights and observations
• Delivered on a consistent schedule each month

Pricing Note

Monthly rate is based on transaction volume and reporting complexity. Billed monthly with no long-term contract required.

Overview

Get a custom-built reporting system tailored to how your business actually works. Whether that's a Google Sheets dashboard, an automated Excel workbook, or a visual reporting template — I build it to show the numbers that matter most to you, updated in real time or on a simple schedule.

This is ideal for businesses that have data in multiple places and want a single, clear view of performance.

What's Included

• Custom spreadsheet or dashboard design
• Automated formulas and calculations
• KPI tracking tailored to your business
• One-time setup and walkthrough session
• Documentation so your team can maintain it

Pricing Note

Price depends on complexity and number of data sources involved. A free scoping conversation is always the first step.

Overview

If your team is spending hours on tasks that should take minutes, this service is for you. I analyze your current workflows, identify the repetitive manual steps, and build systems to automate them — reducing time spent, reducing errors, and freeing your team to focus on work that actually requires their attention.

Built for businesses where manual reporting, data entry, or reconciliation is eating up significant time each week or month.

What's Included

• Workflow analysis and process mapping
• Custom automation using Google Sheets, Excel, or existing tools
• Automated reporting and data consolidation
• Template creation and standardization
• Implementation support and team walkthrough

Pricing Note

Scope and price depend on the number of processes and tools involved. Larger projects may be structured in phases.