Services

Ongoing Accounting Support

For organizations that need more than year-end bookkeeping.

I provide ongoing accounting support for small businesses and nonprofit organizations that want timely financial information, reliable records, and a clear picture of what’s happening financially.

Services may include:

• Full-cycle bookkeeping
• Account reconciliations
• Month-end close
• Financial statement preparation
• Budget-to-actual reporting
• Variance analysis
• Rolling forecasts
• Payroll and sales tax support
• Nonprofit reporting support

My goal is not simply to keep the books current. It’s to make sure the financial information is accurate enough to be useful.

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Cleanup and Catch-Up Projects

Sometimes the books have fallen behind. Sometimes they were never fully set up. Sometimes everything technically works, but nobody quite trusts the numbers.

I regularly work with organizations that need help bringing accounting records back into order.

Cleanup projects may include:

• Historical reconciliations
• Transaction review and correction
• QuickBooks cleanup
• Account restructuring
• Identification of missing or duplicated transactions
• Financial statement reconstruction

The outcome is a set of books that leadership can confidently rely on moving forward.

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Financial Reporting and Analysis

Good reporting should answer questions, not create new ones.

In addition to maintaining accounting records, I help organizations understand what the numbers are saying through:

• Monthly financial statements
• Budget versus actual reporting
• Variance analysis
• Forecasting support

This is often where accounting becomes most valuable, not in recording what happened, but in helping leadership understand where things are headed.

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Nonprofit Organizations

I have experience supporting nonprofit organizations and understand that nonprofit accounting often requires balancing operational needs, grant and donor considerations, board reporting, and compliance requirements.

Services can include:

• Monthly bookkeeping and reporting
• Budget monitoring
• Board-ready financial reporting
• Audit support
• Form 990 preparation support
• Donor and program reporting assistance

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How I Work

I tend to work best with organizations that value consistency and clear communication.

I ask questions early, reconcile regularly, and focus on building accounting processes that remain reliable over time.

Most clients don’t need more complicated financial reports.

They need financial information they can trust.

That’s the work I enjoy doing.