My onboarding process is designed to set startups and growing businesses up for success from day one. I begin by listening to understand your current bookkeeping setup and the specific goals of your company, then connect, organize, and prepare your accounts for seamless ongoing bookkeeping. Because each business’s systems and needs are unique, the onboarding cost depends on factors such as the number of accounts, transaction volume, and reporting requirements. After our initial conversation, I’ll give you a clear, customized quote so you know exactly what to expect before we begin.

Sometimes a startup or growing business finds itself tangled in a maze of old numbers, missing receipts, and mismatched accounts. My clean‑up service steps in like a fresh breeze, sweeping through your financial history, uncovering hidden discrepancies, and reshaping every record until it shines with accuracy. I’ll painstakingly review each transaction, reconcile every account, and place every income and expense in its rightful spot—laying down a rock‑solid, trustworthy foundation for all future reporting. Because every situation is unique, the price reflects the months we dive into and the complexity of the work. After I’ve taken a close look, I’ll deliver a clear, detailed proposal that gives you confidence and peace of mind, so you can move forward with renewed energy and focus on what truly matters.

Once your startup or growing business is onboarded and your books are set up, we slide into a monthly bookkeeping rhythm—a steady, trustworthy process that keeps your financial records accurate and stress‑free all year long.

Each month I meticulously record every piece of income and expense, categorize transactions correctly, and reconcile every bank, credit‑card, and payment‑processor account. This guarantees that your books always mirror your actual balances and that any discrepancies are spotted and resolved instantly.

I also keep a close eye on liabilities and track fixed assets, giving you and your leadership team a crystal‑clear picture of the company’s overall financial health. At month’s end I deliver the essential reports—Profit & Loss, Balance Sheet, and cash‑flow snapshots—so you can plan budgets, allocate resources, and make strategic, data‑driven decisions with confidence.

Beyond the monthly cycle, I compile quarterly and year‑end summaries that illuminate long‑term trends and prepare everything you need for tax filings, investor updates, board presentations, and any regulatory reporting. The year‑end package includes reconciled statements, depreciation schedules, expense categorizations, and a clean audit trail, making the final filing process smooth and transparent.

Throughout the year I stay attentive to every detail and remain available for your questions. If I notice anything unusual—a missed payment, a duplicate entry, or an unexpected expense—I flag it right away. My goal is to lift the burden of day‑to‑day financial management so you, your partners, and your team can focus on building, innovating, and scaling the business, confident that the numbers are organized, accurate, and ready whenever you need them.