The Foundation of Clarity

You can’t scale confusion. If your books are not right, your business will fail. My cleanup and setup services are designed to move small business owners and nonprofit leaders away from financial stress and toward total clarity.

I don’t just manage software; I build the financial structure you need to make informed decisions. Whether you are months behind or your current records are a mess, I provide the professional oversight required to get your information accurate and ready for use.

If you already have your software choice picked out and want a professional setup or cleanup

REquest a setup quote

Get Your Books Right in QuickBooks

I focus on QuickBooks as a primary tool because it is the industry standard for reporting and funding. Because of my professional affiliation, I can offer a direct financial incentive that you won’t get signing up on your own.

The Discount: You get 20% off your QuickBooks Online subscription when you sign up through my link.

The Setup: I handle the technical side to ensure your software is actually working for you from Day 1.

Claim Your 20% QuickBooks Discount

I’m Not Locked Into One Accounting System

While the QuickBooks discount is a great perk, I am not limited to just one software. I am a financial systems expert. If you prefer a different platform or already have a system you like, I will work with it.
If you pay for the software, I will set it up and clean it up correctly. I have deep experience building reliable financial foundations in:

QuickBooks Online

Xero

FreshBooks

Wave

92%

Audit Ready Data

2,480

Leaders Assisted

12+

Years in Industry

$100K

Grants Awarded

Restore Accuracy to Your Records

A cleanup is a one-time project to organize and fix your past transactions. This is a structured process that requires your participation and real numbers. I focus on four areas to get your organization back on track:

Organize Your Records:

I review and categorize your income and expenses. This includes separating your personal spending from your business activity so your totals are actually correct.

Align Your Accounts:

I match your bookkeeping to your actual bank and credit card statements. I also review payment tools like PayPal or Stripe to make sure every transfer is recorded properly

Restore Your Reporting:

I fix your Profit and Loss statements and Balance Sheets. I make sure your loans and debts are recorded accurately so you know exactly what you owe and what you own.

Prepare for Taxes and Funding:

I organize your records so you are ready to file taxes, apply for grants, or request a loan. Once I am done, you will have the professional documentation you need to move forward.

Request a Quote

Designed for Leaders Who Value Accountability

This service is for those who are ready to stop guessing. I work primarily with:
- Small Business Owners who are behind on their records.
- Nonprofit Leaders who need grant-ready financial reports.
- Self-Employed Professionals preparing for tax season or estimated tax planning.

FAQ

Do you only work with QuickBooks?

No. While I offer a 20% discount for QuickBooks Online, I am a software-agnostic expert. I will set up and clean up any accounting platform as long as the service is paid for.

Is this a monthly service?

No. This is a one-time engagement to bring your books up to date. The goal is to build a system you can maintain or transition to professional management with total clarity.

What do I need to get started?

Good decisions require good information. You must be prepared to provide access to your statements and clarify transactions. This is not a guessing game; accuracy requires your participation.