Accounts payable and bill-management support
Bill entry, vendor records, and a clear payment workflow so bills get paid on time without last-minute scrambling.
Bookkeeping built around how your business actually runs.
Monthly bookkeeping is the foundation. Every engagement includes a dependable close and understandable reporting, then I scope additional support around the financial work your business needs handled consistently.
You don't need to choose from a menu before contacting me. We'll start with the books, identify what belongs in the monthly workflow, and define the scope before work begins.
Flagship monthly service
Monthly Bookkeeping & Financial Operations
The ongoing engagement for owner-led businesses that need current books, useful reporting, and a monthly financial workflow that does not depend entirely on the owner.
Every monthly engagement includes
- Monthly account reconciliations
- Transaction review and categorization
- A defined monthly close schedule
- P&L and balance-sheet reporting
- A short written explanation of what changed
- Direct communication with the person doing the work
- Coordination with your tax professional when needed
Optional support, added when it belongs in the engagement.
Some businesses only need the monthly close and reporting. Others need help with the financial work surrounding the books. These services can be included when they belong in the engagement.
Core monthly work is always included in the flagship service. The items below are added only when needed, and final scope is agreed upon before work begins.
Accounts receivable and invoicing support
Invoicing, payment tracking, and steady follow-up on outstanding balances so cash flow stops depending on memory.
Payroll coordination
Working alongside your payroll provider so pay runs, tax filings, and payroll entries reconcile cleanly to the books.
Cash-flow tracking
A recurring view of what's coming in, what's going out, and what that means for the weeks ahead — separate from the P&L.
Expense documentation and management
Receipt capture, expense categorization, and reimbursement workflow so spending is reviewable, not a pile of receipts.
Vendor records and 1099 support
Accurate W-9 collection, vendor setup, and year-end 1099 preparation, kept current throughout the year rather than at deadline.
Custom or management reporting
Reports beyond the standard monthly package — job costing, department views, or owner-specific views built to answer a specific question.
I'll recommend the smallest scope that reliably covers the work — not add services simply to make the engagement larger.
Project-based servicesProject Project
Separate work, scoped and priced on its own.
These are one-time engagements handled outside the monthly retainer, with their own scope, timeline, and fee.
Catch-Up & Cleanup Bookkeeping
For businesses that need historical books reconciled and brought current before tax filing, a financial deadline, or the start of monthly service. Scoped and priced separately from monthly bookkeeping.
See how catch-up projects work →Financial Workflow Projects
A focused project to improve one defined financial process, such as bill management, expense documentation, reporting, or how information moves between financial tools.
- Each project addresses a clearly defined financial workflow
- Scope, deliverables, and completion point are agreed upon in advance
- Broader business operations consulting and fractional-CFO work are not included
From first conversation to a defined scope.
Start with the current books
I review your accounting file, reporting needs, and the financial work currently handled by you or your team.
Define the monthly workflow
We decide what belongs in the core bookkeeping engagement and which optional services, if any, need to be included.
Receive a clear proposal
You receive a written scope covering responsibilities, deliverables, timing, and the monthly fee before work begins.
Who I work with
A good fit if…
- Owner-led businesses that want recurring bookkeeping and reporting they can rely on
- You use QuickBooks Online or Xero, or you're ready to move to one of them
- You want a flat monthly fee and a steady relationship rather than hourly billing
- You're willing to maintain an organized monthly process on your end (approvals, documents, quick decisions)
- You don't need a full internal finance department — you need one dependable person handling the books and the workflow around them
Honest about fit
Probably not the right fit if…
- Tax-return preparation, audits, or attest services
- Fractional-CFO engagements or investor-facing financial strategy
- Multi-entity consolidations or enterprise ERP environments
- Highly complex accounting outside the current service scope, such as inventory-heavy ecommerce at scale
- Anyone looking for the cheapest hourly bookkeeper on the market
If we're not the right fit, I'll say so on the first call and point you toward someone who is.
Find the right fit
Not sure what belongs in scope?
Tell me what is currently being handled, what keeps falling back to you, and what you need from the numbers each month. I'll respond personally within one business day.
Request a Consultation