Services

Everything your books need

Plain-language accounting handled personally — accurate records, reliable reporting, and a close you can count on. Here's exactly what I do and what you get.

01

Bookkeeping

Accurate, organized books maintained month after month — always ready when you need them.

Categorized transactions & clean chart of accounts
Monthly bank & credit-card entry
Books kept current and review-ready
02

Financial Reporting

Clear monthly, quarterly, and annual statements that turn your numbers into decisions, not guesswork.

P&L, balance sheet & cash-flow statements
Period-over-period comparisons
Plain-language summaries you can act on
03

Account Reconciliations

Bank, balance-sheet, and general-ledger reconciliations that keep your books clean and discrepancies resolved.

Bank & credit-card reconciliations
Balance-sheet account tie-outs
Discrepancies researched and resolved
04

Accounts Payable & Receivable

Timely processing and accurate aging, so cash flows the way it should and nothing slips through.

Bill entry & payment scheduling
Invoicing & receivables follow-up
AP/AR aging you can trust
05

Month-End Close

A dependable close with accruals, analysis, and review — done right and on time, every period.

Accruals, prepaids & adjusting entries
Variance review & analysis
A close you can count on, every month
06

Accounting Process Improvement

Streamlined workflows and stronger controls that make your whole financial operation run smoother.

Workflow setup & optimization across Yardi, QuickBooks & more
Stronger internal controls
Documentation your team can follow
Let's talk

Ready for books you can rely on?

Tell me a little about your business and where you'd like more clarity. I personally respond within one business day — not a call center.