Because the Numbers Tell a Story (If You’re Willing to Look)
I don’t just record the numbers — I read between them. Whether you're running a small business, managing a growing side hustle, or simply want to stop dreading your books, I ask the questions that help make sense of it all.
Our bookkeeping services support small business owners in Tinley Park, Orland Park, and surrounding communities who need accurate, proactive financial oversight.
Because the truth is:
Your reports should actually mean something
Bookkeeping isn’t just busywork — it’s the foundation of good decisions
Clean records today mean fewer surprises (and lower stress) tomorrow
I tailor my support to match your needs — whether that’s monthly check-ins, hands-off cleanups, or full-service accounting.
The more I know, the better I can help — so yes, I’m a little nosey. But in the best possible way.
Monthly Bookkeeping Packages
Glimpse
For businesses just getting started or needing basic bookkeeping / tax services.
☁️ Basic Data Entry Bookkeeping & Reporting
☁️ Annual Compliance Returns
☁️ Entity Selection Guidance
☁️ Estimated Tax Payment Reminders
Checkpoint
Deeper involvement: cleanup, strategy, more complex needs.
☁️ Enhanced Bookkeeping & Reporting
☁️ Comprehensive Compliance Tax Returns
☁️ Annual Tax Planning Session
☁️ Estimated Tax Payment Management
☁️ Accounts Payable and Receivable Management (Optional Add On)
Power-Up
Full strategic partnership, tax planning, advisory, and audit support.
☁️ Full-Service Bookkeeping & Financial Oversight
☁️ Complete Compliance & Tax Strategy
☁️ Quarterly Tax Planning & Strategy Sessions
☁️ Reasonable Compensation Analysis & Assurance
☁️ Estimated Tax Payments & Compliance Monitoring
☁️ Accounts Payable & Receivable Management
☁️ Fractional CFO Optional Add On
Add-On
CheckIn
Quarterly review for those who want to do their own bookkeeping but have someone review it and fix minor mistakes. With no clean up, it starts at $175 a quarter.
Add-On
Software Conversions
Switching to a new accounting system? Don’t drag your old mess with you. Fresh Start is a standalone service for business owners who need help setting up clean books in new software.
We’ll configure your Chart of Accounts, enter beginning balances, and prepare accurate starting financials—including your Profit & Loss and Balance Sheet—so you’re set up for success from day one.
Whether you're coming from spreadsheets, QuickBooks, Xero, or something else, we'll handle the hard part so you can move forward with confidence.
Add-On
Sales Tax
For business owners expanding beyond their home state, sales tax can be an extremely stressful part of growing your business. Hand the reins over and know you are in compliance in all 50 states.
Sales tax management starts at $75 per state per month.
Frequently Asked Questions
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I’m not just here to do your books or file your taxes—I’m here to dig in. Whether it’s a tiny mistake or a big mess, I ask the right questions so we can find the real solution. You’ll never feel judged, rushed, or left in the dark. I bring clarity, calm, and a little bit of sass to the table.
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Yes! As an Enrolled Agent, I’m federally licensed by the IRS, which means I can work with clients in all 50 states. I support business owners and individuals virtually across the country.
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Absolutely. My Check-In service is perfect for business owners who handle their own books but want a pro to review their work quarterly, catch any small mistakes, and make sure things stay clean and accurate.
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Yes, and no judgment here. Whether you haven’t reconciled in months or aren’t sure what a Chart of Accounts is, we’ll get everything organized. We’ll start with a discovery call to see how big the cleanup is, and I’ll create a plan to fix it.
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In The Deep Dive, we take a close look at your income, expenses, and goals to create a strategy that helps you keep more of what you earn. Every plan is custom, but most include legal tax-saving strategies, entity reviews, income shifting ideas, and retirement planning options. You’ll leave with a clear roadmap and action steps you can actually use.
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Fresh Start is for businesses switching to new accounting software (like QuickBooks or Xero). We’ll set up your Chart of Accounts, enter your starting balances, and prepare accurate financials so you’re not dragging old problems into a new system. We also offer app integrations and custom SOPs if you want to make your workflow smoother.
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Yes! I offer three levels of ongoing support: Glimpse, Checkpoint, and Power-Up, depending on how involved you want me to be. We’ll start with a call to determine the right fit for your business.
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Nope—I don’t offer payroll processing. But I can refer you to trusted providers who do, and I’ll make sure your books are set up to track payroll correctly so everything flows smoothly come tax time.
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While I can report basic crypto activity, I’m not a crypto specialist. If your transactions are minimal or straightforward, I’ve got you. If you’re deep into DeFi, staking, or high-volume trading, I’ll connect you with a crypto-savvy pro so you get it done right.
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Easy—just schedule a consultation or reach out through the contact form. I’ll ask a few nosey questions (it’s kind of my thing), and we’ll figure out what you need and how I can help.
LET’S TALK
No matter where you are at in your business journey, I intentionally created offerings that meet your where you are at. If you are not sure what is the right offering for you, let’s talk.