My professional bookkeeping services deliver:

Financial Statements you can use to make decisions and entice lenders

In depth discussion about your money, your business, and what options you have to GROW

Build systems that work with someone that uses them, no more researching new technology and learning new apps

ZERO involvement in dolling out daily tasks to an employee; you set the bar and we deliver quality results

A dedicated, unbiased financial partner that wants you to SUCCEED

All of which is tax-deductible: remember, there aren't any payroll nightmares when you outsource!

Level 1: Coaching, Training, and Review

  • Get the help you need, when you need it, even if you're still "doing it yourself"
  • Set meetings on a monthly basis, or as needed!
  • 24/7 email access
  • Customized systems, procedures, and how-to manuals - we build it, you use it, and your team loves it
  • Best for investors that need a partner in their business

Level 2: Outsourced Bookkeeping

  • Skip the headache. Get reports you can read and information you can use.
  • Accurate, Consistent, and Timely Meetings and Custom Reports
  • 24/7 email access & Monthly Video Training
  • Monthly Video Training
  • quick and easy systems, with minimal demand on your time
  • Best for investors with 1-2 companies that are ready to scale

Level 3: Outsourced CFO & Controller

  • KPI's, Forecasting, and Comparative Analysis to companies using your exact strategies
  • Specialized support for Bankers, Tax Strategists, and Capital Investors
  • Inventory Accounting
  • Bill Pay Assistance (A/P)*
  • Invoicing Assistance (A/R)
  • Payroll and Taxes (3rd Party)
  • Best for investors with high growth, multiple companies, and a need for high quality systems

*I am a firm believer in the separation of duties, which means I will never sign any checks on the behalf of a client.

All services are set at a flat, monthly fee unless a special need arises. Please direct any other questions to