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QuickBooks Online Setup Guide
The Life & Legacy Organizer
Steps to Closing Your Books
Steps to Reviewing Your QB Account
Financial Health Checklist
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How to Protect Yourself from Financial Scams
Individuals aged 60 and older reported losses exceeding $3.4 billion due to financial scams in 2023. Learn how to protect yourself.
The Life & Legacy Organizer: A Gift of Clarity and Peace of Mind
Preparing for the inevitable is an act of love.
How My Services Benefit Retirees and Their Families
Hiring a bookkeeper isn’t just about managing numbers—it’s about gaining peace of mind.
Running Your Household Like a Small Business: Insights from a Bookkeeper Who’s Also a Mom
Both require careful planning, budgeting, and juggling multiple responsibilities to stay on track.
Charitable Giving and Tax Benefits for Small Businesses
Share kindness this holiday season.
A Day in the Life of a Bookkeeper: Behind the Numbers (with my Time Management Hacks)
Things can get messy handling client finances, organizing my business, and life in general. I’ve had to master the art of time management (successfully most days) with a few trusty apps and some tried-and-true tricks that help keep me on track.