Business.
Let Us Handle Your
Finances.
Your Bookkeeping Expert in Downingtown, PA
I serve clients locally and virtually in the Greater Philadelphia Area and across the United States.
Online Bookkeeping
Books Clean-up
Payroll Management
Bookkeeping training
A bookkeeping firm that
always looks forward.
Why our clients love our bookkeeping services
"We bring expertise, personalized service, and reliability to every client we work with."
20+ Years of Experience
CERTIFIED QUICKBOOKS PROADVISOR
PERSONALIZED SERVICE
Tailored bookkeeping solutions to fit your business needs, whether big or small.
VIRTUAL & LOCAL MEETINGS
Flexible meeting options to support businesses anywhere.
Our process to success
Step 1: Introductory Call
We’ll begin with a free consultation—either virtually or in person if you're in the Greater Philadelphia area. This is your opportunity to share what’s on your mind and learn how my expertise aligns with your goals. By the end of our conversation, we’ll know whether we’re a good fit. If not, I’ll gladly refer you to someone who might be a better match.
Meeting Length: 45-60 minutes
Step 2: Get Organized
If we agree to move forward, I’ll send over a brief questionnaire along with a secure link to upload your financial documents. I’ll then assess the current state of your business or organization’s books and begin developing a customized action plan.
Duration: 5-10 business days
Step 3: Free Financial Competency Score Review
After reviewing your information, we’ll go over my findings and discuss specific recommendations. You’ll receive a tailored action plan, clearly outlining what we’ll prioritize together over the first one to three months.
Meeting Length: 60-90 minutes
Step 4: Sign Agreements & Implementation
Step 5: Monthly Bookkeeping & Ongoing Support
Each month, I’ll maintain your books, reconcile your accounts, and deliver clear financial reports. I also offer payroll support as needed, along with unlimited email assistance and monthly review meetings. Together, we’ll track your financial health, highlight areas of strength, and identify opportunities for improvement.
