Financial Clarity for a Steady Course
Whether you are a growing small business or a non-profit fulfilling a mission, I provide reliable bookkeeping oversight with the personal care of a dedicated partner.
Explore Oversight Options
Charting Your Ideal Rhythm
You choose the review frequency that best fits your daily transaction volume and reporting needs.
Best for: Active organizations with a high volume of transactions needing a proactive rhythm of data reconciliation.
- Transaction Review: Reviewing and organizing active ledger entries twice per month (mid-month and month-end) for year-round tax readiness.
- Account Reconciliation: Cross-checking bank, credit card and merchant feeds at mid-month to catch anomalies early, followed by a final month-end review.
- Month-End Bookkeeping Close: Finalizing internal ledger accounts and locking the period at month-end to secure historical financial records.
- Financial Reports: Accurate mid-month transaction summaries and finalized month-end financial statements ready for management or board review.
Best for: Stable organizations seeking a thorough, calendar-aligned second look to finalize internal books.
- Transaction Review: Reviewing and organizing all ledger activity in a single consolidated session to maintain complete record integrity.
- Account Reconciliation: Cross-checking bank, credit card and merchant statements at month-end to maintain ongoing accuracy.
- Month-End Bookkeeping Close: Concluding the internal close and locking the accounting period to protect the accuracy of past records.
- Financial Reports: Finalized monthly financial statements made available and ready for your management or board review.
Clean Up
- Review, analyze, and correct current books.
Catch Up
- Bring bookkeeping up to date.