BOOKKEEPING · REPORTING

Monthly financial clarity so that you can take strategic action.

• Record and categorize financial transactions
• Reconcile bank and credit card statements
• File sales taxes
• Collect/Coordinate W9s and 1099s
• Make adjustment entries (corrections, depreciation, accruals, prepaids, etc. – with CPA sign off)
• Deliver clean monthly financial reports & business insights:
  • Profit & Loss, Cash Flow, Balance Sheet, Accounts Payable/Accounts Receivable Aging
  • Dashboards and hands-on support to interpret and analyze your real bottom line

ADMINISTRATIVE OPERATIONS

Effective and reliable support translates into
efficient outcomes and increased profitability.

• Track and pay bills + vendor management (includes cash flow management)
• Create and send invoices and progress billing + consistent, customer-centric follow up
• Get important paperwork finalized (contracts, lien agreements, change orders)
• Manage essential communications (e.g. estimates, clarification questions, thank-you notes)
• Provide strategic support (e.g. documenting team processes, planning project rollout)

PRICING

Bookkeeping Only – Starting at $325/month

Essentials – $795/month
About 4 hours/week. Perfect for the businesses that need someone to do the books + light admin/ops support.

Momentum – $1,495/month
About 9 hours/week. This is the right fractional admin/ops support for you if you see yourself hiring an admin employee in 6-12 months. I will help you get there.

Ready to get started? You can book a free introductory call on my calendar below. I’d love to hear about how I might make your life easier.