Services

Financial clarity for the work you love

I offer bookkeeping and tax services tailored to creatives, small businesses, and people building something new. When you work with me, you work directly with me — no handoffs, no junior associates, just straightforward financial support from someone who gets your world.

Industries I’ve served

Bookkeeping fundamentals are highly transferable across industries — if you run a business, manage clients, or track income and expenses, I can help. That said, I bring particular familiarity to a few areas where I've worked directly with clients.

🎵

Entertainment & music

Songwriters, producers, artists, and music business entities. Royalties, catalog sales, event income — I speak the language.

🤝

Nonprofits

Mission-driven organizations that need clear, compliant financials to keep funders confident and programs running.

💡

Freelancers & startups

Solopreneurs, new partnerships, and early startups getting their financial foundation right from day one.

Don't see your field listed? Reach out. Clean books and clear financials matter in every business — and the core principles translate.

Bookkeeping & advisory services

From routine monthly bookkeeping to one-time cleanups, I offer flexible support that meets you where you are — and grows with you as your business does.

Routine bookkeeping

Monthly bookkeeping on a fixed-fee basis, priced by complexity. I handle your books consistently whether thats every month, quarter, or year so you always have a clear picture of where you stand — and you'll always know what to expect on your invoice.

  • Transaction recording & categorization

  • Account reconciliation for bank and credit cards

  • Accounts Payable and Accounts Receivable support

  • Monthly financial reports (P&L, balance sheet)

  • QuickBooks management

  • Ongoing communication & support

Project & ongoing advisory

Need support for a specific project, a busy season, or a one-time question? I offer flexible engagements on a fixed-fee or hourly basis — whatever makes the most sense for your situation and scope.

  • Cash flow analysis & forecasting

  • Audit preparation & support

  • New business setup

  • QuickBooks troubleshooting & training

  • Transaction impact analysis

Bookkeeping cleanup & setup

Starting fresh or just months behind? I'll get your books in order — whether that's a full historical cleanup or setting up your accounts the right way from the start so you're not fixing problems down the road.

  • QuickBooks setup & chart of accounts

  • Historical transaction review & cleanup

  • Bank & credit card reconciliation

  • Handoff report & next-steps guidance

Personalized tax services

Tax preparation that goes beyond data entry. I take the time to understand your full picture and make sure you're not leaving deductions on the table — whether it's a straightforward personal return or a complex creative business situation.

  • Personal returns (form 1040)

  • Self-employed & Schedule C

  • Partnership returns (Form 1065)

  • Quarterly estimates preparation

  • Year-round tax planning support

Pricing

Recurring Bookkeeping

Foundation — Starts at $300/mo

Freelancers, solopreneurs, and creatives with straightforward income and expenses.

  • Revenue & expense categorization

  • Monthly bank & credit card reconciliation

  • Monthly financial reports

Operations — Starts at $500/mo

Growing small businesses, partnerships, and active freelancers with more complex books.

  • Everything in Foundation

  • Lite AR & AP tracking

  • Quarterly performance report

  • Priority support

Growth — Starts at $750/mo

Established businesses, multi-entity, or those needing deeper financial insight and support.

  • Everything in Operations

  • Accrual, loan, and payroll tracking

  • Custom reports & dashboards

  • Tax-ready books

All prices are starting rates. I'll confirm your exact monthly fee after a free consultation, once I have a clear picture of your transaction volume, number of accounts, and overall complexity.

Project & advisory

Bookkeeping cleanup

Historical cleanup for a few months or years. I'll review your books first and give you a fixed quote before starting.

Starting at $500

Fixed fee based on scope.

Hourly advisory

For consulting, QuickBooks training, or questions that don't need an ongoing engagement.

Starting at $100/hr

4-hour minimum.

New business setup

Chart of accounts, QuickBooks configuration, and a financial foundation built for your specific business type.

Starting at $350

Fixed fee based on scope.

Project pricing is quoted after a free discovery call. Cleanups covering multiple years will be scoped individually — I'll always be upfront about cost before any work begins.

Tax Services

Individual returns (Form 1040)

Individual tax returns for employees, retirees, and those with straightforward income situations. I review for every deduction you're entitled to.

Starting at $250

Price increases with complexity (investments, rental income, etc.)

Self employed (Schedule C)

For freelancers, sole proprietors, and creatives with business income. I dig into your deductions so you're not overpaying.

Starting at $450

Includes 1040 + Schedule C. Price increases with complexity.

Partnership returns (Form 1065)

For partnerships and multi-member LLCs. I handle the return and prepare K-1s for each partner so everyone has what they need to file.

Starting at $650

Includes Partner K-1’s. Price increases with complexity.

Tax pricing covers preparation only. Year-round tax planning is available as an add-on or included as part of a monthly bookkeeping services.