CPA-Led Bookkeeping & Controllership for New England Service Firms.

You didn’t start your business to spend your weekends reconciling accounts or worrying if your records are organized. I provide the professional bookkeeping and oversight New England service firms need to stay organized, profitable, and prepared for tax season.

I bridge the gap between simple data entry and the high-level CPA knowledge you need. My clients get more than just a reconciled P&L; they get a responsive partner who ensures their financials are accurate and their questions are answered throughout the year.

Designed for owners who want

• Clear answers

• Timely communication

• Forward-Looking Strategy

• Financials they can actually use

This approach gives business owners confidence in their numbers and clarity around what deserves attention.

Clean Books. Professional Answers. Real Clarity.

The Financial Headaches Keeping Service Business Owners Up at Night (And How I Fix Them)

Payroll & 1099s

Are a Nightmare Manual journal entries, department splits, subcontractor tracking, and year-end surprises eat your time and risk penalties.

How I Fix It

Complete payroll reconciliation + accurate 1099 preparation and filing so tax season is smooth and stress-free.

Cash Flow Is Unpredictable

You’re profitable on paper, but payroll, loans, or slow client payments create constant worry and surprises.

How I Fix It

Monthly closes + accurate loan reconciliations + simple cash flow forecasting so you know exactly what’s coming and can plan with confidence.

Books Feel Out of Control

QuickBooks is “good enough” until growth makes it messy, and you have no real monthly visibility into profitability or cash position.

How I Fix It

Full QBO management, monthly closes, standard + enhanced reporting, and clean handoff to your tax accountant so your books are always accurate, reliable, and usable.

You Want Real Insight Without Hiring a Full-Time Controller

You need strategic help (monthly or quarterly meetings, margin analysis, forecasting) but don’t want the cost or commitment of an in-house CFO.

How I Fix It

Controller-level review, monthly/quarterly strategy calls, custom reporting, and forward-looking insights tailored to your business.

I work with established, owner-led service businesses generating $250k to $2M+ in annual revenue.

My clients generally fall into three categories:

• Professional Services: Consulting, Legal, Architecture, and Creative Agencies.

• Specialized Trades: HVAC, Electrical, and High-End Contracting Services.

• B2B Service Providers: Specialized Industrial and Technical Service Firms.

Not on the list? If your business is built on high-value projects and professional expertise, rather than high-volume retail or inventory, we are likely a great fit. I specialize in firms where payroll, project margins, and owner-level financial clarity are the top priorities.

Who I Work With

Is this you?

• Beyond DIY: You’ve outgrown "doing it yourself" and need professional CPA oversight.

• Service-Focused: You sell expertise and high-value projects, not retail products.

• Growth-Minded: You need to know your project margins and cash flow to make decisions.

• Value Communication: You want a partner who actually responds to your emails.

We are not a fit if you need:

• Payroll Processing: I reconcile the data for accuracy, but I do not cut checks or file payroll forms.

• Hourly Support: I only offer fixed-scope monthly partnerships to ensure consistent results.

• Transactional Bookkeeping: I don't just "input data" I provide financial clarity.

Three Ways I Deliver:

Clarity, Performance, and Strategy

Clarity includes weekly categorization, monthly reconciliations, standard financial reports, email support and tax-ready books.

Need a clean slate first? If you aren't ready for monthly strategy but need your books brought up to CPA standards, ask about our Stand-alone Catch-up & Maintenance packages. We'll get you clear today so you can scale tomorrow.

Not sure where to start?

Schedule a 30-minute consultation

A no-pressure conversation to discuss your business, current setup, and goals.
I will recommend the service level that makes the most sense and outline next steps.

Your exact package and price are customized based on transaction volume, payroll setup, specific needs, and overall complexity.

Most clients in the $500K–$2M+ range land between $1,200–$2,400/month after a quick discussion.

*No frills bookkeeping offered on a limited basis. Reach out to confirm availability.

Clarity + performance adds enhanced financial reporting, additional coordination and expanded support options.

Strategy upgrades include customized financial reporting, cash and performance insights, priority communication and additional scheduled meetings.

All services start with an Initial Diagnostic which includes a review of your books and a 30-minute follow-up call to discuss my findings. The result? A proposal tailored to your specific needs and business plan. Includes everything you need to have clean books and a clear path forward. We do not offer a one size fits all approach because we believe every business (and business owner) is unique. Ready to start your journey to financial success? Complete our quick client intake to get started