Flat-rate bookkeeping from someone who actually knows accounting. Serving the greater NY area and beyond.
I'm a licensed CPA with 8 years of experience. I've seen all sorts of accounting and tax situations. That background changes how I keep your books — structured correctly from the start.
You get clean, accurate financials every month — from someone who already knows the answers.
If your books are messy, out of date, or you haven't reconciled in months, I'll get everything current before we start monthly service — so you're never starting from a bad foundation.
Three tiers based on complexity. Pricing starts at $300/mo.
Best for freelancers & solo owners
Best for growing businesses
Best for complex or multi-entity businesses
Need help setting up QBO, understanding your reports, or getting your team up to speed? I offer hands-on training and consulting tailored to your business.
If you don't see your question here, just reach out.
Not currently — but tax services are something I plan to offer in the future for monthly bookkeeping clients. For now, your books will be clean and tax-ready for whoever handles your filing.
That's common. I offer catch-up and cleanup work to get everything current before starting monthly service — see the section above or reach out for a quote.
No. I record and reconcile sales tax and payroll transactions in your books, but I don't file sales tax returns or process payroll runs. Those stay with your existing provider.
Mainly email, with a phone call when something needs more detail. Advanced clients also get a monthly check-in call to go over their financials.
QuickBooks Online (QBO). If you're not already using it, I can help get you set up.
Reach out and we'll figure out what makes sense for your business.