Services
Practical, high-touch support across bookkeeping, QuickBooks, and fractional CFO services— tailored to founders and service-based businesses. Clear numbers. Confident decisions.
Core offerings
Clean, accurate books designed for growing service businesses and startups.
- Monthly reconciliation & close
- Expense categorization & rules
- Cash flow & P&L visibility
Get set up right—or streamline your current workflow—with guided best practices.
- Chart of accounts design
- Workflow optimization
- Owner & team training
Strategic insight without the full-time hire.
- Budgeting & projections
- KPI tracking & dashboards
- Partnering with your CPA
Simple ways to get started
One-time cleanup or setup, then a smooth monthly cadence.
- Initial review & baselining
- Rules + workflows standardized
- Monthly close & reports
A focused sprint to implement a clean COA and best-practice flows.
- Chart of accounts design
- App connections (as needed)
- Owner / team training
A steady cadence for planning, visibility, and decisions.
- Budget & forecast updates
- KPI review & action items
- Quarterly planning session
How we’ll work together
Short call to understand your business, systems, and goals.
QuickBooks structure, workflows, and a clean baseline.
Monthly close, clear reporting, and proactive guidance.
Who I help
Agencies, consultants, trades, wellness, home services, and more.
From first setup to consistent monthly close and advisory.
FAQs
Do you work with companies outside Connecticut?
Yes. I support clients across CT and beyond. We’ll collaborate via secure cloud tools and regular check-ins.
Which accounting platforms do you support?
Primarily QuickBooks Online. I can also advise on adjacent tools (billing, payments, and basic integrations).
Can you start with cleanup and transition to monthly support?
Absolutely. We can do a focused cleanup or setup first, then roll into a simple monthly cadence.
How is pricing determined?
Engagements are scoped to volume, complexity, and cadence. After a quick discovery call, you’ll receive a clear, fixed proposal.