Hi, I’m Agatha.

I help small businesses and nonprofit organizations keep their financials organized, accurate, and actually useful for decision-making.

Most of what I do is accounting and bookkeeping, but the real outcome is clarity. When your books are maintained properly, you should be able to look at them and understand what’s happening in your business without needing a second explanation.

That’s what I aim for.

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What I do

I provide ongoing and fractional accounting support, including:

• Full-cycle bookkeeping and reconciliations
• Monthly financial statements (P&L, balance sheet)
• Month-end close support
• Budget vs. actual reporting and variance tracking
• QuickBooks setup, cleanup, and ongoing maintenance
• Payroll and sales tax support
• Catch-up bookkeeping for systems that need to be brought back into order
• Support for nonprofit reporting and audit/990 preparation needs as required

A lot of my work starts in situations where the books aren’t quite where they need to be yet. My role is to stabilize the system, clean up what needs to be corrected, and then maintain it so it stays reliable moving forward.

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How I work

I work closely with the financial data throughout the month, not just at the end of it.

That means regular reconciliations, consistent bookkeeping, and month-end reporting that doesn’t come as a surprise or require a long explanation to understand.

I ask questions early especially when something doesn’t look right, because small issues tend to become bigger ones if they’re left unchecked.

The goal is steady, reliable financial information that supports decision-making instead of creating uncertainty.

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Experience that informs my work

I’ve spent the last 10+ years working directly with small business owners, handling accounting across a range of industries and systems.

I built and have run my own bookkeeping practice since 2015, supporting multiple clients with full-cycle accounting and cleanup work as needed.

I also spent time living in China early in my career, teaching English and learning to work independently in a completely different environment.

More recently, I lived in India for several months while continuing to support U.S.-based accounting clients remotely. That experience reinforced something I’ve seen repeatedly in this work: good accounting isn’t dependent on location or perfect conditions, it depends on consistency and communication.

In addition, I’ve worked in a CPA/tax office environment supporting individual tax preparation and related workpapers, which gave me a strong understanding of how bookkeeping connects to tax reporting and real-world financial outcomes.

I also currently support a fractional CFO firm in a part-time capacity, which has given me exposure to structured reporting environments and a broader view of how financial information is used in leadership decisions.

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A note on fit

This work tends to go best with clients who want financials they can trust and use, not just reports that exist for compliance.

If you want someone who can keep your books clean, explain what’s changing, and stay steady in the details without overcomplicating things, that’s usually a good fit.

If you’re looking for clarity more than complexity, we’ll probably work well together.

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Contact

If you need help getting your books cleaned up, maintained, or turned into something you can actually use to run your business or organization, I’m happy to talk through what’s going on and see what would make sense.

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