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Services tailored just for you

As a Mohawk Valley-based CPA with deep roots in small business and public service, I deliver clear, proactive financial guidance through secure remote services.

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My goal is simple:

To help you truly Own Your Numbers so you can make confident decisions with less stress and greater control.

I primarily partner with growing small businesses generating $250k - $5M in annual revenue and professionals navigating divorce.

I currently specialize in 2 core service areas:

1) Remote QuickBooks Online Bookkeeping — Subscription packages, one-time projects, plus add-on’s to monthly subscriptions.

2) Divorce Financial Analysis — Forensic-level financial organization, asset tracing, and clear reporting to support equitable divorce settlements.

Available only to clients in the Mohawk Valley region of New York State (Herkimer County, Oneida County, and immediately surrounding counties).

Note:

I do not currently offer complex retirement valuations (such as 401(k) QDRO analysis) or formal business appraisals.

Proactive Advisory Services— For existing clients only, I also offer practical insights and guidance drawn from clean financial records to support better business decision.

This includes financial analysis and

(as I continue to develop it) proactive tax planning for select clients.

Available as an add-on only for my existing Bookkeeping and Divorce Financial Analysis clients.

See 3 Bookkeeping Tiers +

See Divorce Services

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See Proactive Advisory Services

Monthly Bookkeeping Subcription Packages

All engagements begin with a paid diagnostic review to ensure the right fit and scope.

Platinum

Ideal for established businesses needing high-level strategic guidance and maximum peace of mind.

Starting at $1,897/month

Everything in Gold

plus:

Monthly reconciliation for up to 10 business bank accounts & credit card accounts
Advanced monthly financial reporting (P&L, Balance Sheet, Detailed Cash Flow, KPI Analysis & Executive Summary)

Monthly advisory session (30-45 minutes) + additional time as needed
Year-end preparation & fully tax-ready books
Dedicated support for complex transactions

Additional bank/credit card accounts available (custom quote)

All work performed and reviewed by a licensed CPA for accuracy and tax compliance.

Gold

Core

Perfect for small businesses and startups wanting reliable bookkeeping at an accessible price.

Starting at $697/month

Core package

includes:

Accurate transaction categorization & coding
Monthly reconciliations for up to 3 business bank & credit card accounts
Quarterly Profit & Loss and Balance Sheet Statements

Bi-annual advisory session (up to 30 minutes)
Basic year-end preparation support & tax document organization

Additional bank/credit card accounts available (custom quote)

All work performed and reviewed by a licensed CPA for accuracy and tax compliance.

Need something different?

I also offer add-on’s for existing clients and one-time services such as cleanups, Quickbooks Online (QBO) setup, catch-up bookkeeping in QBO, and more.

Discover More Bookkeeping Solutions

Ready to move forward?

Let’s discuss which bookkeeping package or custom service is the best fit for your business.

Contact Me

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