How it Works
Personalized services for your unique needs - simplfied.
We meet to discuss your needs and to determine if my services are a good fit.
The free consultation lasts an hour, or as long as it takes to determine how you can be best helped.
A free consolation
2. We determine what works best for your schedule and needs.
Next, we create a plan of action together. I’ll work with you to determine precisely what needs to be done and when, prioritizing based on your goals.
3. I get to work.
Once we have a plan in place, I do what I do best - organize, strategize, and implement.
Each client’s work is as unique as they are. I’ll lay the foundation, organize your finances, and set you up for continued success and clarity.
Whether your needs are packaged or an ongoing ebb and flow of unique projects, we’ll adjust as needed.
The consultation is free!
You have zero to lose and peace of mind to gain.
Not to mention a future of possibilities…
PACKAGED OPTIONS
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. 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.
