Bookkeeping and Advisory Services for Maryland and Beyond

The most expensive books are the ones that get neglected.

Missed deductions, penalties, and tax-season panic cost more than the investment for year-round clarity.

A white computer keyboard, a reminder note, a notepad with tasks, and metal paper clips on a white desk.

  • Keeping up with your books shouldn't take time away from running your business.

    My monthly bookkeeping services ensure your financial records are accurate, organized, and up to date.

    No long-term contract. Cancel anytime.

    Starting at $300 per month

    What’s Included:

    • Weekly transaction categorization

    • Monthly bank and credit card reconciliation

    • Monthly financial statements

    • Light AP and AR tracking

    • Accrual, payroll, and loan tracking

    • Unlimited business hours support

  • Behind on your bookkeeping or feeling overwhelmed by the stress of getting your financials in order? I’m here to help.

    Whether you’re a few months or a few years behind, I’ll turn your messy, disorganized, books into clean and organized financials. Your books will be easier to manage and ready for tax reporting so you can move forward with confidence and peace of mind.

    Pricing varies. Inquire for more information.

    What’s Included:

    • A streamlined chart of accounts that makes tax time easier.

    • Accurately categorized past transactions so your books reflect your business activity

    • Fully reconciled business accounts with accurate, up-to-date balances

    • Updated financial statements giving you a clear picture of your business finances

  • As a small business owner, you didn’t start a business to spend hours trying to make sense of your financial reports.

    Whether you're hiring your first employee, expanding operations, or simply looking for greater financial clarity, I provide practical advice and personalized support to help your business thrive.

    No long-term contract. Cancel anytime.

    $750 per quarter for bookkeeping clients | $1,000 per quarter for stand-alone advisory clients

    What We’ll Accomplish Together:

    • Gain insight on your financial position and what’s driving your profit

    • Uncover opportunities to improve profitability and manage spending

    • Plan ahead for upcoming expenses, cash needs, and financial priorities

    • Make confident decisions around pricing, spending, hiring, and growth

    • Receive personalized guidance through a quarterly Loom video and a 1:1 advisory meeting

    • Walk away with clear priorities and an actionable plan for the next 90 days

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