Work with Me
What can I do for you?
Here's a few ways that we can work together
Bookkeeping & Accounting
Done with You Bookkeeping
You love what you do and you’re at the top of your game, delivering great things to your client.
But your bookkeeping is a growing black cloud on the sunny horizon of your business.
Just imagine a work life without that dark cloud hovering over you because you know the bookkeeping is being taken care of.
Bookkeeping Diagnostic Review
Maybe you’ve tried starting or doing your books but you’re not sure that you’ve done it right. Or you know that your books are a mess.
Your journey to bookkeeping confidence begins here.
The Diagnostic Discovery Review digs deep into over 30 areas of your books and provides you with a plan to solve any issues.
Are you a CPA with a busy tax and compliance practice, who got bit by the “I love tax” bug all those years ago when starting out—and you really, really, don’t love doing bookkeeping?
And you’ve got clients that absolutely need a professional bookkeeper on their team?I partner with CPAs like you.
CPAs Assemble! (OK, it doesn’t sound as cool as when The Avengers say it; we’ll have to work on that).
Wise, Wizardly Advice
Cloud Computing Setup
You know you need a bookkeeping and accounting solution, but a bit confused by all the options. Spreadsheet? Desktop application? Putting in the cloud (what’s THAT?)
I specialize in cloud accounting and bookkeeping using Quickbooks Online and in setting up businesses like yours to use it.
Calendly Jumpstart Session
Get setup and running with Calendly in 90 minutes!
Trying to book appointments with my clients used to be a major hassle. Once I started using Calendly, it was a major game-changer in my practice.
I started to rave about it to friends, colleagues and clients—who then told me they needed help in getting started. And so the Calendly Jumpstart Session was born.