A bookkeeper tells you what already happened — categorizing transactions, reconciling accounts, and producing basic reports. An advisor looks ahead: analyzing trends, forecasting cash flow, identifying profit opportunities, and helping you plan for taxes and growth. I offer both, and many clients start with bookkeeping and add advisory as they grow.

Our core services include:Monthly Maintenance: Categorizing transactions, processing accounts payable/receivable, and reconciling bank and credit card accounts.Monthly Reporting: Delivering accurate financial statements (Profit & Loss, Balance Sheet, Cash Flow) so you know your numbers.Payroll Processing: Managing employee payroll through 3rd parties (Intuit, Gusto, Paychex, etc.), tracking contractor payments, and handling tax liabilities.Advisory: Monthly call where we look at your numbers and discuss action steps for growing your business.Our services do not include:Sales Tax: We do not file state sales tax.Manual Payroll: We will not run manual payroll checks or payroll tax.Personal Finances: We only handle business accounts.

Monthly bookkeeping starts at $300/month flat fee for small businesses in the Central Valley. Final pricing depends on transaction volume, complexity, and the level of support you need. Catch-up and cleanup work is quoted separately based on scope. Advisory starts at $500/month flat fee.We'll cover specifics on the free 30-minute discovery call.

Real estate is my specialty, but I work with service-based businesses, contractors, and small business owners across many industries. If you're a Fresno-area business owner looking for clarity in your numbers, let's talk.Note: I'm not currently taking on non-profit or retail/e-commerce clients.

I'm a certified QuickBooks ProAdvisor and only work in QuickBooks Online. If you're on another platform, we can discuss how to migrate to QBO.

It's a no-pressure 30-minute conversation where I learn about your business, your goals, and your current bookkeeping setup. By the end you'll know whether we're a good fit and what working together would look like. Book it from the Services page.

Absolutely. Catchup and cleanup work is a big part of what I do. Whether you're a few months or a few years behind, I'll get your records accurate, reconciled, and ready for tax season, usually between 30-45 days — and then keep them that way.

No — most of my work is done remotely with secure cloud-based tools. I serve clients across California and beyond. I don't have a physical office as all work is completed from my home office. I do not offer on-site bookkeeping or in person meetings.

After our discovery call, if we choose to move forward together, here's what you can expect:I will send you 2 documents to sign - a Client Agreement form and an ACH Authorization, which gives me permission to debit your checking automatically on the 1st of the month for that month's bookkeeping.Once I receive the signed docs, I will invoice you for any cleanup/catchup work, or the first month's bookkeeping.When payment is received, I will send you a short checklist of items for you to upload to a shared Google drive (formation documents, EIN, etc.), along with a request to get read-only access to your bank accounts.As soon as docs are uploaded and bank accesses is granted, work starts immediately!

No, we don't have long-term contracts. Our Client Agreement states that either the client, or our firm, must request a 30-day notice before terminating the agreement. If it's not a good fit for either party, we just ask for one month notice.

We will reach out to you once between the 1st-10th of each month with any questions we need answered. Most clients spend less than 15mins responding to transaction queries.

I don't file tax returns, but I do work closely with a tax expert who helps with tax planning and strategy throughout the year so you walk into tax season with no surprises. If you're already working with an accountant, I will coordinate directly with your CPA or tax preparer to make their job easier.

Book a free 30-minute discovery call, and we'll go from there. If we're a fit, I'll send a Client Agreement with scope and pricing, and we can be up and running within 1-2 business days.

When the phone rings, I answer it. When you email me, I respond personally within 48 hours. When you text me, I write you back myself. I have a team who helps me on the back end with bookkeeping tasks, but I'm your go-to for questions throughout the month, and I'm the one delivering your reports at month-end. No dealing with explaining your situation to multiple people, and no language barrier (if you speak English!).

Monthly bookkeeping is ongoing maintenance of current books, billed flat-fee. Catch-up/cleanup bookkeeping addresses books that have fallen behind and is quoted based on how much work is required to bring them current.

What's the difference between a basic and advanced QuickBooks ProAdvisor certification?Basic (Level 1) certification covers fundamental setup and transactions. Level 2 (formerly Advanced) certification covers complex troubleshooting, advanced reporting, and accurate period-end closing.Is QuickBooks Payroll certification the same as QuickBooks Online certification? No. Payroll certification is a separate credential covering payroll processing and compliance, distinct from core QuickBooks Online certification.Does ProAdvisor certification need to be renewed? Yes, Intuit requires annual recertification to maintain active ProAdvisor certification status.