Our Services

We offer high-touch accounting and advisory services for professional service businesses earning between $500K–$1M in annual revenue, but what matters most is alignment.

If your mission, mindset, and values resonate with mine, I’d love to talk, even if you’re not quite at that revenue mark, yet. I keep a limited client roster so each partnership gets the attention, focus, and care it deserves.

Ready to stop stressing about your numbers and start making smarter decisions?

Monthly Accounting & Advisory

Starting at $750/month | $9,000/year

Our service packages are fully customizable based on your business’s size, structure, and specific needs. We’ll tailor the scope to make sure you’re getting exactly what you need.

The Basics

Bookkeeping, account reconciliations, receipt management, and everything in between. Let me handle the day to day of your accounting.

Financial Reporting

Receive detailed, easy-to-understand reports, including a high-level summary of your financial health, key metrics like growth rate, cash balance, and cash burn rate.

Business Personal Property Tax Filing

We handle the filings that matter most—so you don’t have to. For those businesses out there that have tangible personal property, you need an accountant who understands the nuances of your assets.

As a CPA who speaks ‘tax’ I can help simplify your tax filing process (even more).

Payroll

We manage payroll for salaried employees and provide payroll advisory for hourly staff, ensuring your team gets paid accurately and on time — while you stay compliant with tax regulations.

Sales Tax

Whether you’re selling across state lines or just within your own city, sales tax can get complicated, fast. We handle tracking, reporting, and filing so you stay compliant and stress-free. No more worrying about missed deadlines or messy filings.

Cash Flow Advisory & Forecasting

My Cash Flow Advisory helps you spot when your balance is dipping too low, before overdraft fees happen, and when you should put extra profits to work. This includes detailed Cash Burn and Cash Runway Analysis so you can see exactly how long your cash will last and plan confidently for the future.

As a Certified Banking Partner at Relay Financial, I provide trusted guidance to keep your cash flow healthy and your business running smoothly.

Tax Strategy & Implementation

Forecasting is only helpful if you act on it. Based on your midyear review, we build and execute a personalized tax strategy. From timing deductions to planning owner’s draws, we help you make confident decisions that align with both your goals and the IRS.

1099 Management

Nearly every business works with contractors but not every business owners needs to manage their 1099s. Let me manage the W-9s & 1099s for you.

Fractional CFO Services

Sometimes, you need more than just accurate books — you need a thought partner.

As your Fractional CFO, I bring strategic insight and forward-looking guidance to your business. We meet monthly to review your numbers in context, compare budget to actuals, and make decisions with clarity and confidence. Whether you're thinking about hiring, making a big investment, or planning for growth, you won’t be doing it alone.

Includes:

  • Monthly 1:1 advisory touchpoint

  • Budget vs. actuals reporting & analysis

  • Support with forecasting, hiring decisions, pricing strategy, and more

Available exclusively for existing clients. Additional $750/month | $9,000/year

Begin Your Journey to Financial Wellness

Practice Self Care by Paying Yourself

I offer personalized services to mend financial challenges, providing the clarity and support needed to cultivate a healthy and thriving financial future for you and your business.

Find Financial Healing

We advocate for the ultimate act of self-care—paying yourself. Ensure that you not only meet business obligations but prioritize your own financial well-being, fostering a sustainable and fulfilling financial practice for the long term.

Operate with Clean Reports

Operate with confidence by delivering clean and accurate financial reports. Our attention to detail ensures transparency, allowing you to make informed decisions and navigate your business with clarity and precision.

 FAQs

  • As a CPA, I can offer a wide range of services. In our consultation I help you determine what your business needs. Anything beyond that, let’s talk about!

  • Yes - buuut we are not a full service tax firm.

    I can help with 1099s, sales tax, review and advocate for your federal and state tax returns while being the liaison between you and your tax guru. However, I do not file state or federal tax returns. I know some pros for that!

    Don’t worry come tax time you won’t have to lift a finger, I will have it all taken care of for you!

  • We have worked with new businesses and well established growing enterprises. Everyone has different needs so we begin with a consultation to first figure out where you are at. Then we go from there! We believe in clear communication so you will always know what is next.

  • We specialize in working with professional service businesses, but we’ve worked across a wide range of industries, and every client is a little different. If you are curious about our experience in your specific industry - just ask!

    While we serve a wide range, we do have extensive experience in real estate. We are real estate investors and have helped many other investors understand their finances better.

    If you are curious about our experience in your specific industry, just ask! If we’re aligned, we’d love to support you. To learn more, click here.

  • We primarily provide virtual services. This allows us and our clients to maintain their flexibility and quickly get back to the work they love.

  • Bookkeeping is all about getting more information on what is going on in your business. No more guessing whether you are pricing your services / products correctly or trying to figure out how much to pay yourself.

    When your books are up to date, you can generate reports that give you the good news and the areas we need to make changes. Everything you need to be a better business owner.

  • I practice what I preach! I am not just someone who loves number crunching. I am a CPA with years of experience managing books for all kinds of businesses. Paired with a strong background in entrepreneurship, it makes me the perfect partner for small business owners.

  • Even if you have a single receipt - recording it is bookkeeping! It is all about understanding how your money is being spent and getting the most bang for your buck.

    It is this sort of information in the beginning that can help you make big changes quick!

  • Sure thing - bookkeeping cleanups is a service we offer and it is essential to get started. We want to capture every expense and payment in your business so you can get the clearest picture possible.

  • I highly recommend QBO. It is a favorite amongst business owners, applications you may need to connect, and accountants. If you have any other tech, let’s talk!

  • After we set you up as a client, we need access to your business bank accounts, bookkeeping app, and any other financial apps you use to run your business (Square, PayPal, etc.) to get complete and accurate information (or data) for your business.

    Typically each of these systems has an “accountant” access that allows for permissions specifically related to the work we need to complete.

    Beyond that, the specifics will change from one business to the next but this is the baseline.

  • Our packages can vary widely depending on how many accounts and transactions you have, the type of business you operate, and a number of other factors. This is why we begin with a consultation to dive into crafting a plan that is tailored to you.

  • You will receive a quote following our consultation process with what is included in your package and the price.

    *One time projects- custom quoting

    *Monthly packages starting at $750 / month.

    *Fractional CFO Services are an additional $750 / month.