More time for your business.
More clarity in your books.

Monthly bookkeeping, transaction categorization, bank and credit-card reconciliations, catch-up work and one-time cleanup projects. I can also discuss overflow work with your team. We define the scope and responsibilities together before starting.

Your firm keeps the tax preparation, tax planning and advisory relationship. My role is to handle the agreed bookkeeping work and flag questions for the appropriate person. If a bookkeeping question needs a tax decision, I bring it back to your firm rather than making that decision on its behalf.

Clear financial reports, a searchable chart of accounts and transaction review, and ongoing communication about questions or missing information. Clients can find an account, explore its activity and flag items that need attention. You can explore the existing fictional sample and client review experience to see the format.

We agree on who receives updates and how questions are shared, with the client’s authorization. I keep questions specific, identify missing information and explain what is complete, what remains open and what input is needed next.

First, we discuss fit and the type of support needed. From there, we arrange an introduction, review the bookkeeping scope and agree on the engagement. The client authorizes any sharing of records and access before work begins. We also establish how your firm will receive agreed updates.

Yes. A referral does not have to become an ongoing monthly engagement. We can discuss a defined cleanup, catch-up or overflow project, including the period covered, deliverables and handoff expectations.

Payroll support, inventory-management options and notary services are also available to discuss. These are scoped separately to the client’s needs and do not change your firm’s tax role.