
Services
📆 Monthly Bookkeeping 📘
Consistent, accurate bookkeeping enables you to track cash flow, make informed budget decisions, and comply with reporting and regulatory requirements. My monthly full-charge bookkeeping service includes transaction entry, account reconciliations, timely financial statements, and a tax-ready financial package at the end of your fiscal year
Custom quotes are provided based on business size, transaction volume, and payroll needs. Schedule a phone consultation to learn how I can help streamline your books and clarify your financial picture.
📈 Managerial Accounting 📊
Turn your books into a decision-making tool.
Managerial accounting is about using your financial data to run the business more effectively, not just file taxes. I help you understand where you’re making money (and where you’re not), how your crews or programs are performing, and what the numbers are telling you. This service may include:
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Job or program-level profitability analysis
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Break-even calculations
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Crew or team performance tracking
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Budget creation and variance reporting
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Cost allocation and forecasting
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Marketing ROI and customer acquisition cost tracking
If you’re growing, hiring, or simply trying to run leaner, managerial accounting can provide you with the insight and clarity to move forward with confidence.
🏗️Construction Accounting 🛠️
Construction bookkeeping goes beyond basic financial tracking—it’s about understanding your projects, your costs, and your cash flow in real time. I work with contractors to deliver clean, accurate books that support decision-making at every stage. My construction-specific services include:
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Job costing and project profitability
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WIP (Work in Progress) and over/under billing reports
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Retainage tracking and progress billing support
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Change order tracking and cost adjustments
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Payroll coordination, including certified, union, multi-state, and prevailing wage
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Subcontractor management, including W-9s, 1099s, and certificates of insurance
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Cost code setup and allocation for clearer job reports
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Cash flow visibility, especially for long projects with delayed payments
Whether you’re handling everything in QuickBooks or need help building a job cost system from scratch, I’ll meet you where you are and build a process that works.
Custom quotes are based on project volume, payroll complexity, and reporting needs.
💜 💗🧡Nonprofit Accounting 💛💚💙
Small nonprofits do big work—often with tiny budgets and no full-time finance staff. I specialize in helping community-based organizations get and stay organized, stay compliant, and prepare clear reports for board members, funders, and tax filings.
My services include:
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Fund accounting and tracking of restricted/unrestricted funds
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Functional expense allocation for 990 reporting
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Budget monitoring and financial reporting
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Grant tracking and audit prep
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Support for part-time treasurers and evolving teams
Whether you’re managing a few programs with volunteers or reporting to city grant partners, I’ll help you stay on top of your finances and feel confident at year-end. Custom quotes for nonprofit bookkeeping are based on the size and needs of the organization.
📖 Bookkeeping Setup & Coaching 🧭
Starting a new venture is exciting, but managing finances can be overwhelming. I assist solopreneurs, gig workers, neighborhood nonprofits, and startups in setting up user-friendly, free accounting software or whatever accounting software you choose. Additionally, I provide coaching to help you navigate the system and interpret your financial reports effectively.
Getting your bookkeeping setup right from the beginning is essential, especially if you're not yet ready to hire a monthly bookkeeper. Clean setup prevents costly errors down the line, ensures your records are reliable when tax season rolls around, and saves you time and money as your business grows. Schedule a phone consult to see how I can help make your books work for you.
⏳Catch-Up & Cleanup 🧹
Think of that feeling after you’ve finally tidied a cluttered space—everything makes sense, and nothing’s mysteriously missing or broken. That’s what I bring to your books. I’ll sort through the mess, fix what’s out of place, and leave you with financial records that are clear, accurate, and easy to navigate. Schedule a phone consultation to learn how I can help streamline your books and clarify your financial picture.
🖥️ Tech Support and Documentation 📑
I assist organizations in transitioning from paper to digital systems, ensuring secure and organized record-keeping. Additionally, I provide support for integrating third-party applications and developing comprehensive process and policy documentation. I am here to assist. Let's talk!