Bookkeeping
BY CHRISSY
Your Financial and Lifestyle Management - Simplified
Welcome
Let’s make this simple.
Managing money doesn’t have to feel overwhelming. At Bookkeeping by Chrissy, I’m here to bring clarity and calm to your finances with services tailored to you - your life, your family, your business.
With over a decade of experience, I’ve helped small businesses, individuals, and families find confidence and ease with their financial goals. But what truly matters isn’t just the numbers, it’s the care, attention, and genuine connection I bring to every client.
My Approach is
What Sets Me Apart
I’m Chrissy behind Bookkeeping by Chrissy. Organization has always been my thing, and numbers fit neatly into that concept, but helping people is my passion.
I love helping small businesses and families bring clarity and calm to their finances, so they can focus on what matters most.
I simplify financial management and explain it all in plain language, highlighting growth opportunities and providing guidance so you always feel supported. You can count on me to be responsive, trustworthy, and genuinely invested in your success.
Your finances are personal, and your support should be too.
Here are a few ways we can work together.
It’s not you, it’s the overload.
The endless pieces of business ownership can feel overwhelming. Even just a few days a month with my bookkeeping service will help you take control.
Tailored Services for
Small Businesses
Bill payment
Invoicing
Financial reporting
Statement reconciliation
Vendor negotiation
Liaison with CPAs, attorneys, and financial advisors
Preparing reports and tax info for your CPA
Managing accounts payable and receivable
Tracking and managing expenses
Sales Tax Filing
Financial Reporting
Audit Support
Tracking Charitable Donations
QuickBooks Management and Support
Month-End and Year-End Processes
Cash Flow Management
Document Design and Branding
Banking, Purchasing, and Scheduling
Peace of mind is priceless.
I bring clarity and order to your personal finances—no long-term commitments necessary. My services are as unique as your needs. I organize your accounts, set up fraud protection, find cost-saving strategies, help with financial planning, and even work with you to navigate online - consider me your personal lifestyle assistant.
Tailored Lifestyle &
Retiree Services
I specialize in providing seamless solutions to your day-to-day demands, customized as needed.
Services Include:
Personal Financial Organization
Help with budgeting and ensure bills are paid on time and organized for easy access. Provide check-writing and cash flow assistance to ensure funds are available and prevent errors or fraud.
Calendar Management &
Organization Assistance
I handle scheduling, organize your day, and confirm your meetings so you never miss an appointment. I also organize and declutter documents for easier home management.
Fraud Prevention and Monitoring
I help you set up protection and monitor your accounts for unauthorized transactions, including scams, identity theft, and fraudulent charges. With your permission, I also act as a liaison to dispute any unauthorized charges.
Customized Solutions
Your life is unique, and so are your needs. I offer personalized services tailored specifically to your lifestyle, ensuring you receive the support that best suits you. Services include, but are not limited to the following:
Move Management / Relocation
Consignment and Donations
Storage Solutions
Home Improvement Liason
Travel Services
Home Monitoring (Peace of mind while you’re away.)
Estate and Legacy Planning Support
I assist with organizing estate documents (wills, trusts, etc.) and creating a clear financial picture for executors and family members. I also liaise with your CPA, Financial Planner, and Attorney.
I handle your tasks with confidentiality, professionalism, and compassion, providing personalized attention. You and your loved ones can feel confident that your financial needs are well-managed.
I simplify your life.
PACKAGED OPTIONS
Whether you need occasional help or ongoing support, there’s a package to suit your business needs. You can always adjust as your needs grow.
Booking a free
consultation is easy!
Schedule online.
What My Clients
Are Saying
Adirondack Aerosports
“Chrissy made scheduling and customer payments easy. What used to take me so much time takes Chrissy no time at all. I never have to think about any of it or worry. She’s organized and knows what she’s doing. So happy with her services.”
L.H.
