You love your creative work but managing your finances feels overwhelming. Messy books, missing receipts, and looming deadlines pull you out of your flow.
I understand. You didn’t start your business to spend hours on spreadsheets or worry about taxes. You started it to create and connect with your clients.
I help creatives and service-based small business owners get their books organized, accurate, and tax-ready. Whether you need a clean-up, ongoing bookkeeping, or advice on how to improve your DIY bookkeeping, my goal is simple: make your finances stress-free so you can focus on what you love.
I'm a CPA with a Master’s degree in accounting. For over a decade, I was deep in the world of public accounting, specializing in tax prep and audits. Because I spent years preparing taxes, I offer something most bookkeepers can’t: I know exactly what your tax preparer needs. We set up your books with the end goal in mind, ensuring a stress-free tax season for you every single time. But here’s the thing: I’m also a creative at heart. In 2018, I started my own creative small business. I soon realized that while bookkeeping felt second nature to me, for fellow creatives, it was the exact thing sucking the joy out of their passion. My mission is simple: to take the weight of financial stress off your shoulders so you can get back to doing the creative work you love, knowing your books are flawless, audit-proof and ready for tax time.
When I’m not reconciling bank statements, you can usually find me hanging out with my husband and three kids, walking my Bernadoodle, reading a good book or enjoying creative hobbies like calligraphy, embroidery, or crochet. I also have a soft spot for fountain pens, True Crime podcasts, and Law & Order SVU!
Starting at $400/month
You’re growing. You’re busy. And you’re ready to stop guessing what’s happening in your business finances.
My Monthly Bookkeeping Services give you audit-proof books, accurate numbers, and a clean financial foundation so you can make informed decisions and stay organized all the way through tax season. This service combines professional monthly maintenance with CPA-level oversight, so nothing slips through the cracks.
All income and expenses are categorized accurately to keep your books clean, consistent, and tax-ready.
Every connected account is reconciled monthly so you always know your numbers are complete and accurate.
Ongoing review of bank, credit card and point-of-sale feeds to ensure transactions pull in correctly and errors are resolved quickly.
Supporting documents are organized and maintained so your books are clean and audit-proof.
Clear and simple reports including a Profit and Loss, Balance Sheet, Statement of Cash Flows, AP Aging, AR Aging and helpful financial insights.
Ask questions anytime. I’m here throughout the month, not just at year-end.
I work directly with your CPA so they get exactly what they need for a smooth and stress-free tax season.
Preparation and filing included for your contractors.
Price Varies Based on Need
If you are unsure which service you need, the diagnostic review is the ideal starting point. I will analyze your QuickBooks or Xero file, highlight areas of concern, and provide a clear roadmap for restoring accuracy.
The diagnostic fee will be applied to your Clean-Up project if you proceed.
Catch-Up Includes:
Clean-Up Includes:
Starting at $800/quarter
If you need help getting started, I offer a full QuickBooks or Xero setup tailored to your business. Your chart of accounts, settings, and workflows will be customized to ensure your bookkeeping is simple, organized, and easy to maintain.
A live Zoom session where we walk through your books together, review findings, and answer any questions. You will receive instruction on how to fix errors and best practices to follow moving forward. The call is recorded for future reference.
A clear, organized report outlining what looks good, what needs attention, and recommendations to correct issues or improve your system.
A thorough review of your accounting file to evaluate accuracy, posting, categorization, and overall structure.
6. ongoing support
You are never left wondering where things stand. Clients receive ongoing email support for questions as they come up, along with regular check-ins to review progress, address concerns, and ensure your bookkeeping continues to support your business goals.
5. reconcile and reporting
Your books are carefully reviewed, reconciled, and translated into clear, easy-to-understand reports. Monthly clients receive financial reports by the 15th of each month, while quarterly diagnostic clients receive a detailed review with insights and recommendations to keep their books on track.
4. onboarding
Once the proposal is approved, you’ll receive an engagement letter and initial invoice. I’ll handle setup in Xero or QuickBooks, if needed, and guide you through providing access to your accounting files and bank accounts. You’ll also get access to a secure shared folder where all deliverables will be stored.
3. Proposal Tailored to your Business
Based on our conversation, I’ll prepare a proposal that outlines exactly what you need, whether it’s monthly bookkeeping, a cleanup, a catch-up, or quarterly diagnostics.
2. Discovery Call
Next, we hop on a discovery call to review your responses, discuss your current bookkeeping situation, and answer any questions you have.
1. Questionnaire
All services begin with a brief questionnaire to understand your business, your goals, and your bookkeeping needs. This helps me tailor our work together from the very start.
I specialize in helping creatives and service-based small business owners, from photographers, artists and designers to content creators and more. If your business runs on your talent and passion, I can help your finances keep pace.
No worries! We can start with a diagnostic review to assess your current books. From there, we’ll clean-up, catch-up, and get your records organized and tax-ready.
I don’t currently offer tax services, but as a CPA, I understand exactly what your tax preparer needs. I set up your books in a way that makes tax season smooth and stress-free, and I handle communication with your tax preparer so you don’t have to. My goal is to keep your financial world organized, supported, and easy to navigate. If you need a tax preparer, I can recommend a professional from my network.
No, there is no time commitment. You have the option to cancel your monthly bookkeeping or quarterly diagnostic services at any time.
Yes! Our virtual services make collaboration simple and seamless no matter where you are.
No, not at all. You stay fully in control of your finances. My role is to keep your books organized, accurate, and up to date so you can make confident decisions. You always have access to your financial information, and I’m here to support you, not replace your authority over your business.
This might be right for you if you’re ready to stop stressing over your books and want reliable support from someone who understands both accounting and the creative world. If you want clean, organized financials without spending hours trying to figure things out on your own, you’ll feel right at home here.
Your financial information is treated with the highest level of care. All documents are stored in a secure client portal that uses bank-grade encryption, so your statements, reports, and personal details stay protected. Only you and I have access, and everything is handled through secure, encrypted channels.
I run a modern, efficient bookkeeping firm designed for creatives and service-based business owners. Instead of worrying about surprise bills based on hours worked, you pay a simple monthly fee on autopay. That way you have one less thing to stress about and can focus on your work.
As a CPA with experience in bookkeeping, tax, and audits, I know what it takes to keep your books organized and tax-ready. I can guide you in the right direction and work with your tax preparer to make sure everything is handled smartly and accurately.
You are never just another client. My services are tailored to your business and I am here to support your growth every step of the way. I take care of the numbers so you can take care of your craft.