Services Offered
Clear, reliable books are the foundation of a healthy business, and keeping them that way shouldn’t take over your nights or your peace of mind. I take the bookkeeping function off your plate and turn the day-to-day details into clean, accurate financials you can actually use.
Accurate, timely bookkeeping isn’t just about staying organized, it’s what drives better decisions and helps you avoid costly mistakes. When your numbers are clear, you can confidently understand your cash flow, plan ahead, and stay prepared for tax time without the stress.
I work primarily in QuickBooks Online, a leading cloud-based platform that keeps your finances organized and accessible from anywhere. It also integrates seamlessly with tools like time tracking, expense management, and bill pay, creating a more efficient and streamlined system.
You’ll always know where your money stands because I explain your numbers in plain, straightforward language. Think of me as your go-to partner who keeps things organized, clear, and moving forward—so you can focus on growing your business with confidence.
Services included:
- 1099 Filing
- Book Cleanup
- Bookkeeping
- Cost Accounting
- Financial Reporting
- Inventory Services
- Payroll
- QuickBooks Payroll
- Small Business Tax
- Tax Consulting Services
- Tax Planning
- Tax Preparation
- Tax Setup

Monthly Bookkeeping
Time spent managing your books is time you could be growing your business. Need monthly reconciliations, financial reports, or help staying on track for quarterly taxes? I’ve got you covered. I’ll turn your receipts or existing records into clean, accurate books so you always know where your business stands. Less bookkeeping. More building.

Clean-up / Catch-up
Already using QuickBooks or have payroll set up? I can integrate or step in to manage your existing payroll so everything stays accurate, organized, and running smoothly. Your payroll will flow directly into your books, giving you a clear, up-to-date view of your P&L without extra work. It’s a simple, reliable way to keep payroll on track and your numbers working for you.

Payroll Support
Falling behind on your books is more common than you think, and you don’t have to figure it out alone. Whether you’re a few months behind or have transactions that were never properly categorized, I can step in and get everything caught up and organized. I’ll clean up the details, make sense of the numbers, and leave you with accurate books you can finally feel confident in.
Frequently Asked Questions
Do you work with QuickBooks?
Yes, I work with QuickBooks Online for setup, cleanup, and ongoing bookkeeping.
If your QuickBooks account feels disorganized or overwhelming, it can be brought back to a clean, reliable system that actually supports your business.
Do I need a bookkeeper if I already have a CPA?
Yes, and they serve different roles. A CPA focuses on taxes and big-picture financial strategy, usually at year end. Bookkeeping keeps your financials organized throughout the year so nothing is missed.
When your books are accurate and up to date, your CPA can do their job more effectively and you avoid last-minute stress. It is a smoother process all around.
What’s the difference between bookkeeping and accounting?
Bookkeeping is the day-to-day work that keeps your finances in order. That includes tracking income, categorizing expenses, and reconciling accounts.
Accounting takes that information and turns it into reports, tax filings, and financial insights.
Clean books make everything else easier, and that starts with consistent bookkeeping.
How quickly can you clean up messy books?
That depends on how far behind things are, but most cleanup projects are completed within a few weeks.
After a quick review, you will have a clear timeline and plan. The goal is to get everything accurate and current as efficiently as possible so you can move forward with confidence.
What types of businesses do you work with?
I work with personal care and service-based business owners, including salon owners, estheticians, and other small businesses in Huntington Beach and Orange County.
This often means working with clients who are busy, wearing multiple hats, and need reliable support behind the scenes to keep their finances in order.
Is there a minimum monthly engagement?
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