Bookkeeping & Financial Organization for Growing Businesses
Books behind? I help small businesses and dealerships get their financials clean and working — without a full-time CFO.
Financial Services That Actually Move Your Business
Monthly Bookkeeping
Cash Flow Visibility
Monthly Bookkeeping
Complete monthly bookkeeping, reconciliations, and financial statements. Clean books delivered by the 15th. Every month.
Financial Cleanup
Cash Flow Visibility
Monthly Bookkeeping
Books 6 months to 3 years behind? Full reconciliation, balance sheet repair, and tax-ready delivery. Flat-fee project pricing.
Cash Flow Visibility
Cash Flow Visibility
Cash Flow Visibility
Know where your cash actually is — not just what the P&L says. Real visibility into receivables, payables, and working capital.
Controller Support
Dealership Solutions
Cash Flow Visibility
Controller-level oversight without the $120K salary. Month-end close management, KPI dashboards, and internal controls.
Dealership Solutions
Dealership Solutions
Dealership Solutions
CIT, floorplan, chargebacks, DMS reconciliation, dealer reserves. 30 years of dealership accounting expertise.
Bank Reconciliations
Dealership Solutions
Dealership Solutions
Every account, every month, fully reconciled. Catch errors, prevent fraud, and finally trust your balance sheet.
From Messy Books to Financial Clarity in Four Steps
1: Discovery Call
30 minutes. We talk about your current situation, your pain points, and what clean books would mean for your business. No pressure. No commitment.
2: Diagnostic Review
I assess your books, your systems, and your financials — and give you a clear picture of exactly what's wrong and what it takes to fix it.
3: Proposal & Scope
Clear, specific scope of work. Flat-fee cleanup projects. Monthly retainers. No surprises and no vague billing — ever.
4: Execution & Delivery
Clean financials. Reconciled accounts. Reports you can trust. Delivered on time, every time, with a written summary of findings.