Services
Customizable Packages for trades and home service providers
No two businesses are the same, which is why we offer tailored service packages to fit your unique needs. Choose from our Bronze, Silver, or Gold packages to get the exact level of support you need. Whether you need basic bookkeeping or profit coaching, including growth and income goal setting, we’ve got you covered.
Always know how financially “‘healthy” your company is with our Semi Annual Financial Health Check-Up
Semi-Annual Financial Health Check-Up is included in every package level. Services include a review of the year-to-date, comparison to last year (if history is available), and identification of potential risks and pitfalls with steps to take to remediate them.
Make tax time a breeze with our Tax Eaze Package
Tax Eaze Package – our hallmark package is included at every level. This comprehensive package pulls everything together so you can hand over your tax-related responsibilities with confidence.
Frequently Asked Questions
We use QuickBooks Online exclusively. As a certified ProAdvisor, I stay current with the latest updates and features to ensure the highest level of expertise and service for your bookkeeping needs.
No, we only use Quickbooks Online
A QuickBooks ProAdvisor is a certified expert in QuickBooks Online who has passed rigorous training and testing. This certification ensures that I provide top-notch, reliable bookkeeping services tailored to your needs. I am also a member of the American Institute of Professional Bookkeepers and have my ADB, Associate of Digital Bookkeepers—additional credentials specific to the bookkeeping profession.
You can expect clear, jargon-free explanations of your financials, timely and accurate bookkeeping, and a collaborative approach to help you improve profitability and achieve your business goals.
We specialize in the trades and home service industries but have experience working with a range of businesses. I tailor my services to meet the specific needs of your industry and ensure relevant expertise. I spent 20 years as an underwriter and credit analyst in the banking industry with exposure to hundreds of businesses.
While we specialize in these businesses to truly understand the needs within the industry, on occasion, I can help business owners in other areas. It depends on the type of business, and time permitting, we look at these on a case-by-case basis.
No, we offer virtual services, which allows for flexibility and convenience
Yes, I carry professional liability insurance and cyber insurance to provide peace of mind and ensure that you’re protected as we work together.
Yes, your information is secure. We utilize a secure portal for all communications and document sharing. Our website is SSL-secured, ensuring your data is protected.
Keeping these roles separate ensures specialized attention to both bookkeeping and tax preparation. It helps prevent conflicts of interest and ensures that each aspect of your financial management is handled by an expert in their field. Plus, it means double-checking your financials!
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