Small Business Accounting & Bookkeeping Services
Where every number tells a story—let's make yours a good one.
From book cleanup to full-cycle accounting, I offer a comprehensive range of financial services tailored to your business needs in Strasburg, VA and throughout the Shenandoah Valley and beyond.
Opening the Ledger
Foundational systems and workflows to support clear, confident bookkeeping.
This is where we lay the groundwork for a well-run financial operation. Whether you're just getting started or your current setup isn't working, we'll build or refine your system so it works the way you work.
Includes:
Initial system review + recommendations
New file setup or cleanup of existing file
Chart of accounts alignment
Workflow design for invoicing, bill pay, receipt tracking, and payroll
Software setup in most major platforms (not limited to QuickBooks)
Checklist of processes for future consistency
Perfect for: New business owners or those starting fresh with a cleaner, simpler system.
The Steady Ledger
Consistent bookkeeping that brings order, accuracy, and calm.
Monthly or quarterly bookkeeping services to keep your business financially grounded and compliant. No chaos, no stress—just structure that supports your success.
Includes:
Categorization of transactions
Monthly reconciliations for bank, credit card, and loan accounts
Financial statement preparation (Balance Sheet + Profit & Loss)
Ongoing review of account balances and trends
Optional catch-up work if you're behind
Perfect for: Business owners who want professional accounting support without the overwhelm.
From Ledger to Language
Making sense of your financial story—one report at a time.
Your financial reports aren't just a collection of numbers—they're a reflection of everything you've built. We help you interpret those numbers with clarity and context, so you can make decisions with confidence.
Includes:
Monthly or quarterly reporting packages
Profitability and cash flow analysis
Budgeting, forecasting, and planning
Perfect for: Business owners who want their numbers to do more than sit in a folder—they want them to speak clearly.
Your CPA's New Favorite Client
Tax coordination and 1099 support that makes everyone's life easier.
We make sure your books are organized, accurate, and tax-ready.
We handle the year-end wrap-up so your CPA can step in without the scramble.
Includes:
Annual 1099 preparation and e-filing
Organized year-end reports and documentation
Categorization clean-up for tax readiness
Coordination and communication with your CPA
Perfect for: Business owners who want to never dread tax season again.
The Quest for Capital
Support for grants, loans, and funding opportunities that fuel your next move.
Applying for funding shouldn't feel like decoding ancient scrolls. We help you prepare the financial materials you need to confidently pursue capital—with clarity, accuracy, and your story fully intact.
Includes:
Assistance gathering financial documentation
Help completing financial sections of applications
Collaboration with your grant writer or lending institution