Monthly bookkeeping, catch-up work, and financial reporting that actually tells you what's going on in your business. So you can stop guessing and start deciding.
Most small business owners I talk to are dealing with at least one of these.
Tax time comes around and you're scrambling to make sense of a year's worth of transactions. Every year you say "never again." Every year it happens again.
Money comes in, money goes out, but you can't actually say whether last month was good or bad. You're running your business on gut feel instead of data.
You opened QuickBooks, categorized things for a while, then gave up. Now it's a mess and you're not sure what's right and what's not.
Four services. All designed to get your books clean and keep them that way.
I categorize every transaction, reconcile your accounts, and make sure your books are accurate and current. You never touch QuickBooks. I handle everything.
Get started โBehind on your books? I'll dig through the backlog, fix the miscategorizations, reconcile everything, and get you to a clean starting point.
Get started โStarting from scratch? I'll build your chart of accounts, connect your bank feeds, set up automation rules, and configure everything so it runs smoothly from day one.
Get started โMonthly P&L, balance sheet, and cash flow, plus a written summary explaining what changed, what it means, and what to pay attention to. Your numbers, translated into plain English.
Get started โFrom first call to clean books in three steps.
We talk for 20 minutes about your business, your current bookkeeping situation, and what you need. No sales pitch, just an honest assessment of how I can help.
I get access to your accounts, set up or clean up your QuickBooks file, and build the automations that make everything run efficiently going forward.
Every month you get reconciled books and clear reports. I flag anything unusual and answer any questions. You focus on your business. I focus on your numbers.
I'm Oren โ I have a background in public accounting and real estate accounting, and a graduate degree in finance. I'm currently working toward my CPA.
I work with all kinds of small businesses: service companies, freelancers, contractors, landlords, e-commerce. You get someone who actually understands accounting handling your books, with the attention and responsiveness your business deserves.
I'm responsive, I'm reliable, and I'll tell you what your numbers mean, not just what they are.
Book a free 20-minute consultation. I'll take a look at your situation and tell you exactly how I can help. No commitment, no pressure.