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financial management

Starting at $350/month

Starting at $350/month

Proficient in Sage50, Wagepoint, QuickBooks Desktop and Online, Xero, Excel, Google Sheets, HubDoc, Dext.

Gain financial clarity & confidence

Managing finances can be overwhelming, but with structured systems in place, you can take control of your financial health. I ensure your transactions, payments, and records are well-organized so you can focus on strategic growth with peace of mind.

Offerings

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1

Transaction & Expense Tracking

​Stay on top of your business finances with accurate tracking and organization.

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  • Maintain detailed records of income and expenses for financial clarity.

  • Categorize transactions efficiently, making tax time stress-free.

  • Provide a clear financial snapshot to help you make informed business decisions.

2

Accounts & Payment Management

Keep your cash flow steady and your finances in order with structured management.

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  • Track outstanding balances and follow up on unpaid invoices.

  • Ensure smooth payment processing and manage client billing cycles.

  • Organize financial data for seamless tax preparation and reconciliation.

3

Record Keeping & Reconciliation

Organized financial records mean no surprises—just peace of mind and confidence.

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  • Maintain accurate financial documentation to ensure compliance and clarity.

  • Match transactions to bank and credit card statements, identifying discrepancies.

  • Ensure all financial records are structured and accessible for audits or planning.

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