Our Services
Running a business is hard enough—you shouldn’t be losing sleep over bookkeeping, taxes, or financial clarity.
I offer simple, streamlined accounting services designed for creators, freelancers, and small business owners who just want to stay organized, compliant, and profitable without drowning in spreadsheets and receipts. Whether you need past records cleaned up, year-end taxes handled properly, or clear financial guidance to grow your business with confidence, you’re covered.
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My focus is on making your numbers easy to understand, easy to manage, and always up to date. With straightforward processes and no confusing jargon, I help you stay on track so you can spend less time stressing about money and more time building the business you love.
Compliant
Start Simple
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Categorize your transactions for your P&L and Cash Flow
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Reconcile your accounts
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Proactive
Essentials for every business
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Categorize your transactions for your P&L and Schedule C
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Reconcile your accounts
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Manage your Financial Statements: Profit & Loss, Balance Sheet, Accounts Payable, & Accounts Receivable
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Quarterly business consultation based on your business needs to enable growth and optimization
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Strategic
Advanced services for you business growth
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Categorize your transactions for your P&L and Cash Flow
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Reconcile your accounts
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Manage your Financial Statements: Profit & Loss, Balance Sheet, Accounts Payable, & Accounts Receivable
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Monthly business consultation based on your business needs to enable growth and optimization
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Receive personalized financial planning services to grow your business.
Cleanup
Are you behind?
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Fix errors, duplicates, and miscategorized transactions.
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Import and organize missing statements and data.
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Reconcile all bank and credit accounts.
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Correct negative balances and historical issues.
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Prepare clean, accurate books ready for taxes or ongoing bookkeeping.
Taxes
Keep the Taxman Happy
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Prepare your monthly or quarterly returns using your finalized bookkeeping.
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Apply eligible deductions and credits.
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Prepare GST/HST/PST summaries if needed.
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Provide completed forms for your approval.
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Work with your CPA to complete your annual taxes.
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Provide copies of all filed documents.
Consulting
For long term planning
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Review your financial reports and cash flow.
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Explain your numbers in simple, clear language.
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Identify risks, issues, and opportunities.
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Create budgets or forecasts when needed.
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Provide KPI tracking.
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Hold advisory meetings to guide decisions.
