Not at all. Bookkeeping is valuable at every stage — even if you’re just starting out or managing a small side business. It helps you track where your money goes, understand your cash flow, and make better decisions from the beginning. Having organized books early on also makes growth and tax time much easier later.

I do not file taxes directly, but I work closely with CPAs and tax preparers to make sure your books are clean, accurate, and ready for filing. Think of me as the person who keeps everything organized so your tax professional can do their job quickly and efficiently — without extra cleanup fees or stress.

Each month, I review your transactions, reconcile your bank accounts, and categorize your income and expenses. I then prepare simple, easy-to-read financial reports so you can see exactly where your business stands. Depending on your package, we’ll also review your budget, cash flow, and any upcoming goals together.