For Arizona small business owners
Understand
your numbers.
Make informed decisions.
Bookkeeping and financial guidance for Arizona small business owners. I keep your books organized, explain your financial reports, and help you use your numbers to make informed decisions about cash flow, expenses, and growth.
Let’s talk about your bookkeeping Explore services
Based in Peoria, serving businesses throughout Arizona.
Your questions are welcome
Education
comes first.
Understand your reports
Clear explanations in plain language.
Discuss important changes
Connect your numbers to your business.
Ask questions
Build your understanding through conversation.
You don’t need an accounting background to stay informed and involved.
A working relationship
A clear scope.
A shared commitment.
Your agreed monthly service includes bookkeeping, bank and credit card reconciliations, financial reports, and a review conversation. You provide the information and stay involved. I maintain the books and explain the reports.
We agree on responsibilities, scope, and fees before work begins. Cleanup and additional services are discussed and priced separately.
Bookkeeping
Monthly bookkeeping, catch up, and cleanup to keep your financial records organized. I reconcile your accounts and prepare clear financial reports for your CPA or tax preparer, while helping you understand your numbers throughout the year.
Tax preparation and filing are handled by your tax professional.
Advisory
For business owners who want help turning financial reports into practical decisions. Together, we review your business performance, discuss changes in income and expenses, and identify opportunities to improve processes and plan for growth. The scope and frequency of our conversations are agreed before work begins.
Fractional CFO
For businesses that need financial planning and strategic support. Services include cash flow planning, budgeting, and guidance on financial decisions. We agree on the scope of support around your business needs before work begins.
Pricing built around your business
Monthly services start at $500.
Your quote is tailored to your bookkeeping needs, the complexity of your financial records, and the level of support you choose.
We agree on services and fees before work begins. Cleanup and additional services are quoted separately.
Book a free consultation to discuss the right support for your business.
How we get started
Talk about your business
We discuss your bookkeeping needs, questions, and goals.
Review your current books
We agree on what information is needed to identify issues and next steps.
Define your support
We agree on your services, responsibilities, and fees before work begins.
Let’s start a conversation
A little clarity starts here.
Get a fresh perspective on your books with a free consultation and findings report.