Your Small Business Bookkeeper
Freedom From Financial Worries, Freedom To Grow Your Small Business
Transform your relationship with money
Bookkeeping Services
My bookkeeping services are designed to give you a clear and complete picture of your business finances. I handle the essential tasks, including monthly classification of all transactions, generating insightful monthly and quarterly reports, and conducting an end-of-year review to streamline your tax preparation. Proficient in QuickBooks, I deliver these services with efficiency and accuracy, ensuring you have access to your financial information whenever you need it.
If you are interested in any additional services such as accounts payable/receivable management or payroll, please reach out and let's chat about your needs!
Transaction Classifications
Transactions will be easily classified once imported into QuickBooks, which will be linked to your bank and credit card accounts.
Financial Reporting
Monthly and Quarterly reports will be generated. Examples of the most commonly used reports are your Balance Sheet, Cash Flow Statement, and Profit and Loss Statement.
End of year review for tax prep and forecasting
I conduct an annual review ensuring your financial reports are in good shape before filing your taxes. End of year reports are generated to give you an overall glimpse of a whole year of being in business, allowing you to generate your goals for the next year!
My Story
Born and raised in the West Chester area, life has taken me on a beautiful, winding path. My days are filled with the joyful chaos of homeschooling my two daughters, a challenge I embraced two years ago, driven by a passion for creating fun and engaging learning experiences for them. When I'm not exploring new educational adventures, you can find me advocating for animal rights, kneading dough in pursuit of the perfect loaf, or dreaming of the days I'm traveling the country and seeking new outdoor adventures.
My connection to small businesses runs deep. I’ve always thrived in the collaborative and flexible environment they offer. The pandemic, while challenging, became a catalyst. It taught me how much I cherished being home, leading me to focus solely on the business I co-own with my husband. For eight years, we've poured our hearts into growing it, a journey that has given me invaluable insights into the dedication and sacrifices required to succeed. We’ve navigated the delicate balance of revenue growth, expense management, and ultimately, increasing profits – lessons learned firsthand.
Now, as my daughters flourish in our homeschool environment and our family business thrives, I'm embarking on a new chapter. My passion for small businesses has ignited a desire to build something of my own. I envision a bookkeeping business where I can help other entrepreneurs achieve their dreams. I understand the intricacies of small business finances, the constant juggling act, and the unwavering commitment it takes. My goal is to empower other business owners with the financial clarity and support they need to flourish, freeing them to focus on what they love most – their passion.
Contact me to find
your way to financial freedom
West Chester, PA 19382
610-256-3510