A lush green forest with tall trees, ferns, and a misty atmosphere, with a river running through the background.

Practical back-office support for small businesses.

I help small business owners keep the financial and administrative side of their business organized and moving forward. My work focuses on the things that often get pushed aside when you are busy, including QuickBooks cleanup and bookkeeping, invoicing, accounts receivable and payable, vendor paperwork, COIs, contracts, financial records, and year-end preparation.

I work behind the scenes rather than acting as your full-time office manager or day-to-day point of contact. I do not provide phone answering, scheduling, or general customer service. My role is to step in where you need experienced help, get things organized and current, and give you a cleaner, more reliable back office.

My services are structured around specific needs, so you know what you are getting and what is included from the start. No unnecessary meetings, no confusing jargon, and no expectation that I become your entire office. Just practical support from someone who understands how much goes into keeping a small business running.

Privacy & Security

My work often involves access to sensitive financial and business information, and I take that responsibility seriously. I use individual account access whenever available and only request the permissions necessary to perform the services you have hired me to provide. I do not ask clients to send passwords or sensitive login information by email or text. I keep client information private and use it only for the purpose of providing services.

Services

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The Sprout (Small Business Startup)

For new businesses that need help getting their administrative and financial foundation in place.

Includes

State Business Registration
Administrative assistance with establishing and registering your new business entity with the appropriate state agencies.

Federal EIN
Assistance with obtaining your Federal Employer Identification Number directly through the IRS.

State Tax & Employer Accounts
Administrative assistance with establishing the appropriate state tax and employer accounts for your business.

QuickBooks Setup
A clean, industry specific QuickBooks Online setup, including a chart of accounts tailored to your business.

Startup Organization
Help organizing the essential administrative information and systems needed to get your business off the ground.

$950.00
The Fern

Best for solo professionals and small businesses that need consistent help keeping their financial records organized and current.

Includes

QuickBooks Support
Reconciliation of up to 2 bank or credit card accounts in QuickBooks Online.

Monthly Financial Reports
Profit & Loss and Balance Sheet reports provided by the 10th of the following month.

Accounts Receivable Support
Basic invoice tracking and organization of outstanding receivables.

Accounts Payable Support
Organization and recording of vendor invoices and payments.

Vendor Documentation
Organization and tracking of W-9s, COIs, and other routine vendor documentation.

Monthly Records Organization
Keeping financial statements and related documentation organized in a secure digital folder.

$1,250.00 every month
The Willow

Best for established businesses that have fallen behind and need help getting their financial records organized and current.

Includes

QuickBooks Cleanup
Review and cleanup of your QuickBooks Online records, including reconciliation of up to 4 bank or credit card accounts.

Accounts Receivable Cleanup
Organization and review of outstanding invoices and receivables.

Accounts Payable Cleanup
Organization and recording of outstanding vendor invoices and payments.

Invoice Organization
Review and organization of outstanding invoices and related records.

Vendor Documentation
Organization of W-9s, COIs, and other routine vendor documentation.

Contract & Subcontractor Records
Organization of contracts, subcontractor records, and related documentation.

Financial Records Organization
Organization of financial statements and other business records needed to bring things current.

Year-End & Tax Records
Organization of year-end financial records and documentation for your CPA or tax professional.

90-Day Catch-Up
Designed to bring eligible records current when they are no more than 90 days behind.

$2,200.00
The Sequoia

For established businesses that need consistent support keeping their financial and administrative side organized and current.

The Sequoia is designed for business owners who already have their day to day operations and customer relationships handled but want experienced support behind the scenes.

Includes

QuickBooks & Bookkeeping Support
Ongoing support with QuickBooks and financial record organization within the agreed scope.

Accounts Receivable
Invoice tracking, payment follow up, and keeping outstanding receivables organized.

Accounts Payable
Vendor invoices, payment organization, and maintaining accurate payable records.

Vendor Paperwork
Collection and organization of W-9s, COIs, vendor information, and related documentation.

Contract & Subcontractor Records
Administrative organization and maintenance of contracts, agreements, and supporting documentation.

COI Management
Tracking certificates of insurance and helping keep required documentation current.

Financial & Administrative Organization
Keeping records organized and addressing issues before they become larger problems.

Monthly Review
A monthly review of agreed upon financial and administrative areas to identify anything that needs attention.

Year End & Tax Season Organization
Helping organize financial records and supporting documentation for your CPA or tax professional.

A Note About The Sequoia

The Sequoia is ongoing support within a defined scope. It does not include phone answering, appointment scheduling, customer service, lead management, or general office management.

I work my own established hours and do not provide after hours or weekend support.

Any work outside of the agreed scope can be discussed and quoted separately.

$3,500.00 every month

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