ACCURACY • TIMELINESS • INTEGRITY

Services

Friendly, hands-on help with bookkeeping and QuickBooks—made for founders and service businesses. Clear numbers. Simple next steps.

Core offerings

Bookkeeping

We keep your books clean, current, and tax-ready—so you don’t have to.

  • Match bank & card activity each month
  • Clear profit and cash reports
QuickBooks Setup & Training

Start clean or fix a messy file. I set it up and show you how to use it.

  • Build a simple account list; connect feeds
  • Short 1:1 walkthrough for the basics
Planning & Advice

Simple plans and regular check-ins to keep you on track.

  • Budget & basic cash planning
  • Quarterly review with clear next steps

Simple way to get started

Cleanup → Monthly
Start Clean, Stay Current

We tidy things up once, then keep you on track every month.

  • Quick review of where things stand
  • Set up simple rules that save time
  • Monthly close and easy-to-read reports
  • Questions answered fast—plain English
Great for: “We’re behind and need a reset.”

How we’ll work together

1
Discovery

A short call to learn your business and goals.

2
Setup or Cleanup

Make QuickBooks clean and easy to follow.

3
Ongoing Support

Monthly close, clear reports, simple guidance.


FAQs

Do you work outside Connecticut?

Yes—CT and remote. We use secure cloud tools and quick check-ins.

Which platform do you use?

Mainly QuickBooks Online. I can advise on billing and payments tools.

How do you price?

Based on volume and complexity. After a short call, you’ll get a clear, fixed proposal.

Ready for clear, current books?