CFO-level support for cash flow decisions, planning, and next steps
Year-round tax strategy so you’re not surprised at filing time
Tax preparation and reporting handled accurately and on time
Bookkeeping that reflects what’s actually happening in your business
Support is offered across bookkeeping, tax reporting and strategy, and CFO-level guidance, depending on what your business needs right now. Some clients come in needing help staying on top of their books, others want thoughtful tax support, and some need a higher-level partner to help with planning and decisions. We start by understanding where you are and build support around that, not everything at once, and never more than your business actually requires.
This isn’t about chasing numbers, optimizing endlessly, or turning your business into a spreadsheet.
It’s about having a grounded understanding of what’s coming in, what’s going out, and what decisions make sense. So your business can support your life, not the other way around.
We focus on consistency, accuracy, and decision-making that holds up over time.
I bring years of hands-on experience supporting small and growing businesses through bookkeeping, tax preparation, and financial decision-making. This work is grounded in real operations, not theory, and shaped by an understanding that good financial support requires context, care, and consistency not one-size-fits-all solutions.
You want your finances handled competently and quietly
You don’t want to juggle multiple providers without context
You care about running a well-managed business
You want support that’s steady, not reactive
This is not a fit if you’re looking for shortcuts, hype, or one-off fixes without involvement.
I’ve spent years working closely with business owners inside their finances, not just preparing reports, but helping them understand what those numbers mean and how to use them. That experience informs how I approach every engagement: with care, context, and a clear understanding that financial decisions have real consequences. This work is designed for people who want support that’s steady, informed, and grounded in how businesses actually operate.
The services below are meant to support the way your business actually functions, rather than forcing everything into a rigid package or timeline. Bookkeeping, tax preparation, tax planning, and CFO support are offered as interconnected options that can be combined when it makes sense or used on their own when that’s all that’s needed. Not every business requires every service, and the focus here is on providing the right level of support for where you are now, without asking you to take on work or costs that don’t serve your business.
Taxes aren’t just a once-a-year task, they’re the result of decisions you make all year long.
This work includes preparing and filing your returns accurately, while also helping you think ahead about structure, write-offs, and planning so you’re not operating in the dark. The goal is compliance and foresight, not scrambling at the last minute.
Tax planning is about making decisions with intention before deadlines force your hand.
This work focuses on understanding how your business is structured, how money is moving, and what choices support your long-term goals. Together, we look ahead at income, expenses, timing, and strategy so you’re not reacting when it’s time to file.
The goal is to plan thoughtfully throughout the year, rather than adjusting after the fact.
Clean books aren’t about perfection they’re about usefulness.
Your bookkeeping is maintained in a way that allows you to actually understand your business, track patterns over time, and answer questions when they come up. This work supports better decisions, fewer surprises, and less avoidance around money.
The goal is compliance and foresight, not scrambling at the last minute.
Some decisions can’t be answered by software alone.
CFO support is for business owners who want help thinking through questions like:
Can I afford this hire?
What does my cash flow actually support?
What should I prioritize next?
This is strategic, contextual support, not generic advice.
You won’t be pushed into services you don’t need or locked into a structure that doesn’t make sense. The goal is to provide the right support at the right time, based on what your business actually requires.
Support is available across bookkeeping, tax preparation, tax planning, and CFO-level guidance. Some clients work with me in one area, others combine services over time. We start with what’s necessary for your business right now and adjust as things change.
Before working together, I was seeing clients regularly but avoiding my numbers. I knew things were “fine,” but I didn’t actually understand what was happening behind the scenes or what decisions I could responsibly make. Having support with bookkeeping and tax planning helped everything feel more manageable and intentional.
What stood out most was the way the work was handled calmly, thoroughly, and without judgment. I wasn’t rushed or upsold into things I didn’t need. I finally feel like I have a clear picture of my practice and the confidence to make decisions based on real information, not guesswork.
Before working together, I was running a successful business but felt unsure about the financial side of things. I had pieces in place, but nothing felt fully connected, and I often second-guessed decisions because I didn’t trust the numbers in front of me.
For business owners who need steady help staying on top of the basics.
This option typically includes bookkeeping and/or tax preparation for businesses that want their finances handled accurately and consistently, without unnecessary complexity.
FOUNDATIONAL SUPPORT
For business owners who want a higher-level partner for financial decisions.
This option includes CFO-level support for cash flow, planning, and decision-making, with involvement shaped around what your business actually needs.
For business owners who want to think ahead, not just keep up.
This option may include tax planning alongside bookkeeping or reporting, helping you make decisions with foresight rather than reacting at filing time.
STRATEGIC SUPPORT
ADVISORY
SUPPORT
