Helping you build the business and future of your dreams
Comprehensive process improvement and bookkeeping solutions that allow you to focus on building your clients' dream home
Are you struggling with...
Computing project-level profitability?
Invoicing based on construction progress?
Keeping up with material receipts?
Getting everything together for your tax professional?
Are you tired of feeling lost and frustrated managing your books?
I can help.
The Business Success Framework helps you see the "Big Picture"
We'll create comprehensive action plan designed to build the future and business of your dreams.
With an optimized processes and tidy QuickBooks Online account, you'll finally be free from the overwhelm and have a clear path for your future.
How it works
Comprehensive process improvement and bookkeeping
solutions that work for you and your business
During your complimentary consultation, I'll get to know you and your business. We'll talk about your struggles and goals.
Let's make a plan
I'll review your books (if you have some already) to see what's working and what's not. I'll develop a customized solution that fully resolves your bookkeeping struggles.
Let's build your future
I'll get your books setup or cleaned up so they're working for you. You'll have more time and energy to build up your business, find your clients' dream home and close more deals.
Customizable Bookkeeping Solutions
Your comprehensive bookkeeping solution starts with a QuickBooks Online account.
New QuickBooks account
If you don't have an account or just want a fresh start, we'll set up a brand new account and customize it to work well for your business.
QuickBooks Diagnostic Review & Tune-up
Existing QuickBooks account
We'll do a diagnostic review to ensure we'll be starting with good, clean information and fine-tune it for construction. If clean up work is needed, you'll receive a proposal for that work so you can decide if you want to take care of it yourself, or get help.
Clean up/ Catchup
Clean up services are for data you've already entered into your QuickBooks account that need adjustments for accuracy or completeness.
Catch up services are for data that needs to be entered into your QuickBooks account to get your books up to date.
Training for QuickBooks
Learn how to keep your books like a pro
One-on-one virtual training. 2 or 3 hour initial training sessions* with 15 minute follow up sessions to be used within 1 year)
Training guide to give you tips and tricks to easily maintain your books like a pro
Customized bookkeeping cheat sheet based on your actual transactions to make maintaining everything a breeze
* Initial training sessions can be broken into smaller chunks (30 or 60 minutes)
Assistance for DIY bookkeeping
Unlimited bookkeeping and QuickBooks support so you can get answers to questions as they come up instead of letting things stack up
Quarterly review of transactions, deposits, and reconciliations to give you the confidence that you're maintaining your books correctly
Monthly bookkeeping services
Monthly transaction classification, deposit recording, reconciliations and financial reports that allow you to see how you're doing on a regular basis
Unlimited bookkeeping support and guidance
Coordination with your tax professional to make tax time a breeze
DEXT Prepare to eliminate receipt clutter and streamline your expense tracking
As a business owner myself, I know how hard it can feel juggling all of the different roles, while still working to grow a business.
I've helped my clients simplify and streamline their business to bring clarity to their processes and bookkeeping. They've saved hundreds hours a year and cut expenses by thousands.
Together, we can restore confidence in your business so you can focus on building your clients' dream home.
Are you ready to FINALLY feel in control of your business?