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  • I navigate the numbers (perform your bookkeeping tasks) so you can concentrate on what you do best.

  • I prepare financial statements and explain what they mean so you can make good decisions.

  • I watch out for things that may impact your business and alert you before they happen.

  • I suggest ideas that might save your business money and make things more efficient.

  • I give your accountant detailed books with good documentation well before tax deadlines.


  • I work remotely (i.e. in the cloud) through the internet. Working with you in this manner is convenient, quick, efficient, safe and VERY secure.

  • I download transactions from your bank & credit card to see what money you have spent and received.

  • Using Xero cloud based accounting software, I document and categorize these transactions by using receipts and deposit information that you send me, typically via email or smartphone.

  • At the end of the month (or quarter), I will produce a set of financial statements that give you a snapshot of the health and profitability of your business. We will discuss what the numbers mean, I will answer your questions and (when appropriate) I will make suggestions.

  • As tax time approaches, I will provide your accountant with information he or she needs to prepare your tax return. I do this by giving your accountant secure access to your books via the internet.

  • If you need even more assistance with your bookkeeping, I have solutions for Accounts Payable, Accounts Receivable and Payroll that are also accomplished remotely.

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