Our Services

Comprehensive Financial & Business Support Solutions

Tailored services designed to streamline your operations, optimize cash flow, and give you the clarity you need to make confident business decisions.

I work best with product & service-based small businesses doing $100K–$5M in revenue

Accounts Payable Management

Expert invoice processing, vendor management, and payment scheduling to keep your cash flow optimized and vendors happy.

  • Process 150+ invoices daily with 100% accuracy
  • 3-way P.O. matching and invoice reconciliation
  • Vendor communication and relationship management
  • Payment scheduling and cash flow monitoring
  • Audit-ready documentation and reporting
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Bookkeeping & Reconciliation

Accurate financial records and system setup in QuickBooks and Excel to give you clear insights into your business performance.

  • QuickBooks setup, management, and optimization
  • Monthly bank and credit card reconciliations
  • Expense tracking and categorization
  • Financial reporting and analysis
  • Custom financial tracking systems

Monthly Retainer Packages

Predictable monthly pricing — no hourly billing

Starter $300–400

Monthly reconciliation, basic categorization, up to ~50 transactions

Growth $500–700

Everything in Starter + AP management, invoice tracking, monthly financial report

Full Support $800–1,200

Everything in Growth + vendor communication, admin/workflow support, priority turnaround

Custom quotes available based on transaction volume and business complexity.

Vendor Management

Streamlined procurement coordination and vendor relations to optimize your supply chain and reduce operational costs.

  • End-to-end procurement coordination
  • Vendor selection, negotiation & onboarding
  • Contract review and compliance management
  • Ongoing vendor performance monitoring
  • Cost optimization and relationship management
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Additional Services

Comprehensive support to optimize every aspect of your business operations

Financial Reporting

Clear, actionable financial insights and reports to support informed business decisions.

  • Custom financial reports
  • Cash flow monitoring
  • Expense analysis

Process Optimization

Streamlined systems and efficient workflows to save time and reduce operational costs.

  • Workflow analysis
  • System implementation
  • Cost-control strategies

Sample Deliverables

Here's what you can expect from my monthly financial reporting — clear, actionable insights tailored to your business.

Brewhouse Corner Cafe

Monthly Financial Report — June 2026

Sample Report

Total Revenue

$48,250

Total Expenses

$32,180

Net Profit

$16,070

Profit & Loss Summary

Category Amount
Revenue — Coffee & Beverages $28,500
Revenue — Food & Pastries $19,750
COGS ($14,500)
Payroll & Staff ($12,000)
Rent & Utilities ($3,500)
Other Operating Expenses ($2,180)
Net Profit $16,070

Bookkeeper's Notes

  • Revenue up 12% from May — summer patio traffic drove the increase
  • COGS ratio improved to 30% (down from 32%) due to new supplier pricing
  • Recommend reviewing weekend staffing levels — overtime costs rising

Let's Build a Custom Solution for Your Business

Every business is unique. Schedule a free consultation to discuss your specific needs and get a tailored service proposal.

Book Your Consultation

No commitment required • Quick response within 24 hours