Achieve More While Saving Time

As a fellow business owner, I understand how many hats you need to wear. Would you like to spend your time more efficiently? Do less paperwork, and more of what you love to do both within your business and outside of it? Achieve better balance between your work and your personal life? I can help you focus on what needs to get done in your business, and how to use apps and software to save you time and money. Give me a call or send me an email, and we can discuss how I can help you balance your priorities, move forward with a plan, and solve your business problems.

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Certified QuickBooks Pro Advisor & Xero Advisor

QB driving you nuts? Can't figure out how to fix recurring bank feed problem, set up appropriate rules, or get the right reports for your needs? I can help.

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Tax Related Assistance

Get your books cleaned up and ready for tax time, minimizing headaches from your CPA. I provide 1099 and Sales Tax services as well.

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Small Business Advice & Setup

Want to start a business? Not sure how to set up your books. I have started three businesses and can help guide you through the maze.

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Bank Reconciliations & Financial Reporting

Haven't reconciled your accounts in over a year and are afraid to admit it? It's OK. Nothing I haven't seen before.

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Recent Posts

How I found $3,000 for my client

Last month I helped a new client clean up his 2018 books in order to get ready for tax time. He, like so many small business owners, hadn’t reconciled his checking account all year. He was, rightly, too busy servicing his clients. As I worked through the bank statements, I found about five checks totaling […]

Contact

Contact me if you want to schedule a consultation with me or if you have any questions. Call (541) 636-1486 or use the form below to send a message.