Services
Bookkeeping & Financial Management
Clean books are just the beginning. I reconcile accounts, prepare financial statements, review transactions for accuracy, and build reporting systems that help you understand how your business is performing month after month.
Payroll & Compliance
As a Gusto Pro accountant, I help businesses process payroll, manage payroll tax compliance, onboard employees, and stay current with payroll reporting requirements. Payroll isn't just about paying employees—it's about keeping your business compliant while creating efficient processes.
Custom Excel Dashboards & KPI Reporting
Custom Excel Dashboards & KPI Reporting
This is where I get excited.
I design customized Excel dashboards that turn raw accounting data into meaningful business intelligence. Whether you need job costing, cash flow analysis, departmental profitability, rental property tracking, budgeting, forecasting, or operational KPIs, I'll build tools that fit your business instead of forcing your business to fit someone else's software.
Business Operations & Human Resource Guidance
Growing businesses often need help beyond bookkeeping. I provide guidance on business processes, HR administration, payroll workflows, and operational improvements so owners can spend more time running their business and less time chasing paperwork.
Benefits & Retirement Support
Through Gusto's platform, I can help clients implement payroll-connected employee benefits such as health insurance and 401(k) plans. When specialized planning is needed, I work alongside trusted local wealth management professionals and licensed insurance advisors so clients have access to the expertise they need.
CFO-Level Insight
CFO-Level Insight
As your business grows, your accounting should grow with it. I help owners analyze profitability, monitor KPIs, improve cash flow, plan for expansion, and make financial decisions with confidence. My goal isn't simply to produce reports—it's to help you understand them and use them to build a stronger business.