Your Books, Handled.
So you can focus on building your business,
not balancing it.
Why It Matters
Accurate books aren’t just about compliance—they’re about control. We help you stay organized, make smarter decisions, and avoid costly surprises. With us in your corner, you’ll always know where your business stands.
Who We Serve
We proudly support:
Our Services
Let us handle the numbers so you can focus on what matters most—running your business. From tracking expenses and reconciling accounts to preparing reports and staying audit-ready, we take the stress out of bookkeeping. You’ll gain clarity, confidence, and more time to grow your business, knowing your finances are in expert hands.
Monthly bookkeeping & reconciliations
Expense tracking & categorization
Invoicing & accounts receivable
Financial reporting & insights
QuickBooks setup & support
Year-end prep for your tax professional
Services Snapshot
We specialize in:
Whether you're just starting out or scaling up,
We tailor our services to fit your business needs.
Bookkeeping Service Tiers
Silver Tier
- Download all bank transactions (up to 50 per month)
- Review and categorize all transactions to correct accounts
- Monthly bank reconciliations of up to 2 bank accounts
- Profit & Loss Statement
- Balance Sheet
Gold Tier
- Download all bank transactions (up to 100 per month)
- Review and categorize all transactions to correct accounts
- Monthly bank reconciliations of up to 4 bank accounts
- Profit & Loss Statement
- Balance Sheet
Platinum Tier
- Download all bank transactions (more than 100 per month)
- Review and categorize all transactions to correct accounts
- Monthly bank reconciliations of up to 6 bank accounts
- Profit & Loss Statement
- Balance Sheet
Customize Your Package with Add-Ons
- Accounts Payable
- Accounts Receivable
- QuickBooks Setup
- Training for QuickBooks Online
- Catch Up / Clean Up Projects
Package Prices begin at $225.00
Your Bookkeeping Partner
With over 15 years of experience in clinical operations, financial coordination, and strategic reporting, I’ve built a reputation for precision, clarity, and client focus. I’ve collaborated with finance, operations, and client teams to deliver accurate invoicing, forecasting, and governance materials—always ensuring the details align with the bigger picture.
Today, I bring that same diligence to small business bookkeeping. Whether it’s reconciling accounts, preparing reports, or organizing your financials, I help entrepreneurs stay informed, confident, and free to focus on what they do best. My goal is simple: to take the stress out of your books so you can focus on growing your business.
Trusted in Financial Operations
“Working with Lori has been outstanding. Her precision, organization and client-first mindset shine in every project. She catches details others miss, delivers accurate reports on time, and makes complex financial work feel seamless and stress-free.”