
Small Business Bookkeeping
Your books should support your business—not create stress. That's where I come in. I will provide accurate, reconciled financials and bookkeeping solutions designed for your operations and goals.
So whether you need catch-up work or ongoing support, you’ll have clear, dependable numbers you can rely on.
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PLEASE NOTE: My preferred bookkeeping platform is QuickBooks Online

About Me
I am a busy mom, wife and professional bookkeeper! I was born and raised in the beautiful PNW, so I'm guilty of loving my iced coffee all year round, and call me crazy, but I don't own an umbrella. When I am not working, I love spending time with my family.I have a Bachelor's Degree in Accounting, with a background in bookkeeping, as well as both corporate and public accounting.
Whether you need help cleaning things up or staying on top of your books each month, I can help!II take a practical, no-judgment approach and meet you where you are. I know that bookkeeping can feel overwhelming (especially when you’re busy running your business), my goal is to take that on, so you can focus on building your business.Let's grow together!
Services
I will do a diagnostic review to determine your business' needs (many industries supported)
I will set up or clean up an existing QBO File
I will structure your chart of accounts depending on your business needs
These can be standalone services or bundled with monthly work
I charge a flat fee for all core services- No surprises

Services
includes but is not limited to:
Diagnostic Review
Organizing and categorizing past transactions
Reconciling bank and credit card accounts
Fixing uncategorized or duplicate entries
Cleaning up accounts payable & receivable
Reviewing and correcting prior periods
Bringing books up to date, getting them tax-ready
Services
Monthly bookkeeping support
Includes but not limited to:
Ongoing transaction categorization and review
Bank and credit card reconciliations (monthly)
Monthly financial reports (P&L, Balance Sheet)
Monthly adjusting journal entries
Quarterly cleanup of uncategorized or misclassified transactions
Process and system recommendations
Sales tax tracking and ongoing liability monitoring
Services
Light touch bookkeeping
(Periodic review)
Includes but is not limited to:
Transaction review and categorization completed quarterly
Bank and credit card reconciliations (quarterly)
Quarterly financial reports (P&L, Balance Sheet)
Basic review of account balances and accuracy
Cleanup of uncategorized or misclassified items
Process improvement recommendations
Limited client support between periods
280E Compliance
Services Offered
Included but not limited to:
Cleanup / Diagnostic Review
Books cleanup (messy POS + cash + inventory)
280E risk scan
Missed deductions review
Compliance gap identification
Prior period corrections
Chart of Accounts-built specifically for dispensaries, growers or processors
Core Bookkeeping (Cannabis-Specific)
Regular transaction categorization
Bank + cash account reconciliations
POS system integrations (Flowhub, Dutchie, Treez, etc.)
Inventory-linked accounting (COGS alignment)
Chart of accounts tailored for cannabis (280E-ready)
Monthly close + financial reporting
280E & COGS Optimization
Cost of Goods Sold allocation (IRC §280E compliant)
Direct vs indirect cost classification
Labor allocation (production vs non-production)
Ongoing review of deductible vs non-deductible expenses
Coordination with CPA for tax strategy
Cash & Internal Controls
Inventory & Compliance Tracking
Cash handling procedures setup
Daily cash reconciliation workflows
Variance tracking + reporting
Internal control recommendations
Segregation of duties (even for small teams)
Inventory reconciliation (POS vs accounting vs physical)
Integration with systems like METRC / BioTrack
Cost layering (FIFO/weighted avg depending on setup)
Waste, spoilage, and shrinkage tracking
Production cost tracking (for growers/processors)
Regulatory & State Reporting Support
Monthly excise tax tracking support
Sales tax reconciliation
State-specific reporting prep (WA = LCB + DOR considerations)
License renewal financial prep
Optional Add-On Services
Cash flow insights and planning
Process improvement implementation
Payroll (Gusto preferred platform)
Accounts Payable
Accounts receivable tracking (no collections)
Chart of Accounts setup or cleanup
Vendor setup or cleanup
1099 tracking
State and local taxes
Reminders for business license renewals etc.
Special Projects
What to Expect
Flat fee billing- No surprises
Initial rate quoted is valid for three months
At the three month mark, we will meet to make sure that the right services are in place that best support your business
Basic packages are kept that way so that no client is obligated to pay for a service they do not need
Secure document storage/sharing
Additional services can be added on-don't be afraid to ask if you do not see what you're looking for, if I can't help, I may have a referral
Communication is extremely important for our working relationship, but every effort will be made to do so efficiently

My intake form is available below, but if you prefer, send a quick note, I will get back to you soon!