Empowering small business owners to utilize their financial statements to grow their business.

As a bookkeeper for the past 15 years working with clients in numerous different industries, it has become my passion to assist small business owners in understanding the financial portion of their business to create budgets, goals and growth. From understanding business trends, to planning for the future, I feel invested in my clients success and love nothing more than to see people’s dreams come true.

Get in touch to set up a consultation, or use the contact form at the bottom of this page to enquire whether my services are right for you.

 

➤ LOCATION

Cape Cod, MA

 

Services Offered

financial statement preparation

Financial statement preparation- reviewed together to answer questions or address any concerns.

payroll preparation

Weekly or bi-weekly payroll preparation (direct deposit offered at no extra charge), quarterly tax returns, w2 & 1099 preparation.

Budgets & projections

Yearly goal planning & monthly budget review. I have found this to be an incredible tool for clients that not only empowers them to understand how their business is doing, but truly drives them to increase profits.


account reconciliations

Bank account reconciliations and running balances provided as frequently as requested. Over draft fees are for the birds.




accounts payable & receivable

Assistance in paying bills, dealing with vendors, or collecting payments from your customers.

form filing, audit assistance

Workers compensation & liability audit preparation, forms for bank loans, COVID loans, etc. Basically anything else you don’t need to take time away from running your business to handle.

 
 
 
 
“You are the master of your destiny. You can influence, direct and control your own environment. You can make your life what you want it to be.”
— Napoleon Hill
 
 
 
 
 

Let's Chat.

Use the form below to contact us regarding your bookkeeping enquiry. Feel free to share your industry and any goals you wish to achieve within your business, or services you believe you need. You may also email or call us to make an appointment.