More Profit. Less Tax Stress. More Free Time.
Stop guessing where your money is going. I handle the heavy lifting of bookkeeping, payroll, and compliance, giving you a clear path to higher margins and complete peace of mind.
If your records are currently behind or disorganized, we specialize in getting them caught up and reconciled so you can start fresh.
CLEAN BOOKS
Stay ahead of the curve with accurate, real-time tracking of your income and expenses. we ensure every transaction is categorized so your financial picture is always current.
MONTHLY BOOKKEEPING
Stop chasing checks and missing due dates. We’ll manage your vendor bills and client invoices to ensure your cash flow stays steady and your professional reputation stays solid.
PAYABLE & RECEIVABLE
PAYROLL MANAGEMENT
Take the stress out of paydays. We’ll handle the calculations, tax withholdings, and direct deposits so your team is paid accurately and on time, every time.
1099 COMPLIANCE
Don't let tax season catch you off guard. We’ll manage your contractor records and year-end 1099 filings to keep your business compliant and your subs happy.
We’ll show you the financial blind spots in your business. Receive monthly reports and custom analysis so you can make confident, data-driven decisions for your growth.
FINANCIAL SNAPSHOTS
Trusted by Local Business Owners
More Than Just a Bookkeeper…
With 22 years as the CFO for a multi-million dollar service franchise, I’ve seen the business from both sides of the desk. I don't just record transactions; I understand the critical nature of clean numbers and how they drive every decision you make—from knowing exactly where your financial leaks are to whether you can afford that next truck.
While every business has its own unique nuances, the fundamentals of bookkeeping remain the same, but the insights I provide are different. My background has sharpened a keen eye for operations, labor costs, and identifying where you’re losing money. I founded Beyond Balancing the Books to give owners the confidence to analyze their business deeper and make educated decisions to scale or pivot, backed by numbers you can actually trust.
Certified Expertise You Can Trust
Ready to take the weight off your shoulders?
You didn’t start your business to spend your weekends staring at spreadsheets. Let’s get your books in order and your systems streamlined so you can get back to the work you actually love. I’m ready to help whenever you are.