top of page

Curated Process

1

Let's Meet

We’ll start with a conversation to learn about you, your business, and your goals. This step is all about building trust and understanding your story. Tell me about your business, your goals, what works, and what hasn't.

2

Discuss the Plan

We’ll take a closer look at your current financial setup. We’ll talk through what’s working, where you may be running into challenges, and what you’d like to improve. From there, we’ll outline the services and strategies that best fit your business, so you have a clear plan forward.

​

3

Get to Work

Once we have a plan in place, we’ll dive right in handling your bookkeeping, payroll, compliance, or advisory needs with accuracy and care. I'll provide clear, timely reports and ongoing support, so you always know where your business stands. From day one, you’ll have a partner you can trust to keep the financial side of your business running smoothly

​Services Offered

​

  • Bookkeeping (transactions, reconciliations, general ledger, financial statements)

  • Custom management reports, job costing & profitability analysis

  • Chart of accounts setup, cleanup, and restructuring

  • Expense categorization & industry-specific best practices

  • Payroll processing (direct deposit, tax filings, W-2/1099s, onboarding, PTO/tip tracking)

  • Cash flow forecasting, budgeting & break-even analysis

  • Pricing strategy consulting & financial health assessments

  • QuickBooks Online setup, training & support

  • Technology optimization for accounting workflows

  • Compliance & reporting (annual filings, 1099s)

  • Loan and grant application support (financial documentation)

bottom of page