Fixing errors and ensuring accuracy in existing bookkeeping. Transactions are reviewed, reclassified, and reconciled for clean, reliable financial records.

Done-for-you bookkeeping on a monthly, quarterly, or custom frequency to keep your finances accurate, organized, tax-ready, and optimized for business growth.

Bringing your books up to date when no prior bookkeeping exists. Transactions are recorded, categorized, and reconciled from historical bank/credit card statements and receipts.

Personalized, hands-on learning sessions to help clients understand and improve their own bookkeeping processes.

Personal tax return preparation for individuals, couples, and self-employed clients. Ensures accurate filings, compliance, and tax optimization.