Bookkeeping & Financial Analysis
I help businesses organize their financial data, uncover hidden profit leaks, and transform numbers into actionable insights that drive measurable growth.
Turn Your Financial Data Into Clear Business Decisions
Bookkeeping is more than recording transactions — it’s the foundation of business clarity. Without organized financial records, it’s impossible to understand profitability, manage cash flow, or scale sustainably.
I provide structured bookkeeping and in-depth financial analysis that gives you:
What’s Included in This Service
Monthly bookkeeping & reconciliation
Profit & loss statement preparation
Balance sheet reporting
Cash flow analysis
Expense categorization & tracking
Revenue performance breakdown
Financial health assessment
Customized financial reports
E-commerce Businesses
I provide structured bookkeeping and financial analysis services for eCommerce businesses, helping them manage revenue streams, track inventory costs, and monitor advertising expenses. Our solutions focus on accurate reporting, cash flow clarity, and improved profit margin visibility.
- Sales & platform reconciliation
- Ad spend analysis
- Inventory cost tracking
- Profit margin calculation
Real Estate Businesses
I provide specialized bookkeeping and financial analysis services for real estate businesses, helping them manage property income, track expenses, and monitor investment performance. Our solutions focus on accurate reporting, cash flow visibility, and long-term portfolio growth planning.
- Rental income tracking & reconciliation
- Property expense management
- Investment performance analysis
- Cash flow forecasting
Shopify Bookkeeping
I provide specialized bookkeeping services for Shopify store owners, helping them manage sales data, payment gateways, inventory costs, and tax reporting accurately. Our solutions focus on clean financial records, profit tracking, and scalable eCommerce accounting systems.
- Shopify sales reconciliation
- Payment gateway reconciliation (Stripe, PayPal, etc.)
- Inventory cost tracking
- Sales tax reporting
Fashion & Retail Bookkeeping
I deliver professional bookkeeping services for fashion and retail businesses, helping them manage inventory costs, supplier payments, seasonal cash flow, and multi-channel sales tracking. Our approach ensures accurate financial reporting and improved profit visibility.
- Inventory accounting
- Supplier & vendor tracking
- POS sales reconciliation
- Seasonal cash flow management
Interior Designing
I provide structured bookkeeping services for interior design businesses, helping them track project-based expenses, client payments, vendor costs, and profitability. Our systems focus on financial clarity, project budgeting, and sustainable business growth.
- Project cost tracking
- Client invoice management
- Vendor payment reconciliation
- Budget vs actual analysis
Plumber Bookkeeping
I offer reliable bookkeeping services for plumbing businesses, helping them manage job-based income, material costs, payroll, and tax compliance. Our solutions focus on organized financial records, accurate expense tracking, and improved cash flow control.
- Job income tracking
- Material & supply cost management
- Payroll tracking
- Expense categorization
Marketing & Creative Agencies
I deliver specialized financial management services for marketing and creative agencies, helping them track project profitability, manage retainers, and control operational expenses. Our solutions focus on clear reporting, cost optimization, and sustainable revenue growth.
- Project profitability analysis
- Retainer revenue tracking
- Expense allocation
- Contractor payment tracking
SaaS &Tech Startups
I offer financial analysis and bookkeeping solutions for SaaS and tech startups, helping them monitor recurring revenue, manage burn rates, and forecast sustainable growth. Our services focus on data-driven insights, expense control, and investor-ready financial reporting.
- MRR & ARR tracking
- Customer acquisition cost analysis
- Burn rate calculation
- Financial forecasting
Consultants & Coaches
I provide organized bookkeeping and financial analysis services for consultants and coaches, helping them track client revenue, monitor expenses, and improve overall profitability. Our solutions focus on clear financial reporting, cash flow stability, and scalable growth planning.
- Client revenue tracking
- Payment reconciliation
- Profit margin analysis
- Expense categorization
Small & Local Businesses
I deliver reliable bookkeeping and financial analysis services for small and local businesses, helping them manage daily transactions, control costs, and improve cash flow management. Our solutions focus on accurate reporting, expense tracking, and long-term financial stability.
- Daily sales reconciliation
- Expense tracking
- Cash flow monitoring
- Financial reporting
Pricing
Essentials
Best for: Small businesses that just want clean books. AI categorizes transactions, reconciles accounts, and closes books monthly.-
Cash-basis bookkeeping using data from your bank and credit cards
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Standard chart of accounts
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Year-end package for your tax preparer
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Instant AI answers about past transactions and current cash flow, plus run scenarios to plan ahead
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Support through in-app messaging
Core
Best for: Startups and growing businesses that need books to make operational decisions. Get the detail and reporting your partners, lenders, and investors demand.-
US-based bookkeeper who handles, explains, and reviews your books
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Cash or accrual-basis bookkeeping that pulls from your bank, credit cards, payroll, AP, inventory, and payment platforms
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Custom chart of accounts
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Reports on the 10th business day
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Support from your dedicated team in-app, email, and over the phone
Custom
Best for: Growing companies that need a customized plan for the back-office.-
Keep your existing QuickBooks account and historical data
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Support for complex business structures
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Custom workflows and reporting
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Reports on the 6th business day
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Full accounts receivable
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Full accounts payable
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Payroll administration
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CFO advisory, financial planning, and fundraising support. Connect with your dedicated CFO in-app, by email, phone, or Slack