Reliably Booked

About Us

I make virtual bookkeeping simple and stress-free for your small business or personal finances. Working from my home office in New Jersey, I focus on keeping your finances neat, accurate, and easy to manage.

Let’s face it—keeping up with the books or even figuring out where to start can be overwhelming. With so many options and advice out there, it’s hard to know what’s right. As a CPA with extensive expertise in accounting, I bring a professional edge to every project, ensuring your finances are in capable hands. That’s why I created a service that’s not only approachable but backed by the skills and knowledge to help small business owners like you tackle bookkeeping with confidence.

Professional Bookkeeping Services

Below are some of the most in-demand bookkeeping services I provide. Whether you’re interested in a combination of services, just a few specific tasks, or something entirely different, I’m here to help. While I don’t offer tax preparation services, I focus exclusively on providing top-notch bookkeeping support.

Based in New Jersey, I work remotely and am available to clients nationwide. Don’t hesitate to reach out for more details about my offerings, process, and pricing. Together, we’ll create a customized plan that fits your bookkeeping needs perfectly.

Small Business Bookkeeping Services

I provide bookkeeping services for small businesses across all 50 states, handling everything from major cleanups and system overhauls to ongoing monthly account management and financial statement preparation. My experience spans a diverse range of industries, ensuring tailored solutions for businesses of all kinds.

Services Currently Not Offered: Tax Preparation and Filing

Core Services

• Classify transactions in the chart of accounts

• Reconcile and verify bank and credit card statements

• Preparation of Income Statement and Balance Sheet reports

• Month-end financial close and review process

Add-On Services

• A/R invoice input and tracking

• A/P bill input for authorization and payment

• 1099 preparation and e-filing

• Receipt tracking

• Manual sales tax calculations

• Multicurrency tracking

• Class and location tracking

• Set up your books with a custom chart of accounts

• Create a workflow for your small business bookkeeping

• Clean up messy books

• Catch up books that need to be brought up to date

• Basic bookkeeping consultations

One-Time Services

CPA Advisory Services

As a CPA with extensive experience in financial management, I offer fractional CFO services and business advisory to help you make smarter, more strategic decisions for your company. Whether it’s creating financial plans, analyzing performance, or providing expert advice on key business moves, I’m here to give you the tools and insights you need to drive growth and achieve your goals. My goal is to be your go-to partner for navigating the financial side of your business with confidence.

Performance Analysis and Insights

Evaluate financial performance, identify opportunities for improvement, and provide actionable insights to optimize profitability and efficiency.

Advisory on Key Business Decisions

Offer expert guidance on critical decisions, such as cost management, pricing strategies, or scaling operations, ensuring data-driven and strategic choices.

Financial Strategy and Planning

Develop tailored financial strategies, including budgeting, forecasting, and cash flow management, to support your business growth and long-term goals.

How It Works

• Your books are kept in QuickBooks Online. You have access to them 24/7. We can either migrate a current file or help set you up with a new file.

• Bank statements and requested documents are due each month for month to month services. Monthly bookkeeping fees are due the 1st of each month.

• All work is performed on a remote basis

• If you are interested in services offered - I offer a 30 minute introductory call where we discuss your bookkeeping and/or advisory needs and see if we are a good fit. Fill out a simple intake form below and I will be in contact.

Sound like a good fit? Fill out this form to schedule a consult call: