Transparent deliverables, clear milestones, and flexible engagement options. Whether you need ongoing monthly retainers, turnkey project clean-ups, or hourly support, I provide structured solutions that drive results.
QuickBooks Online & Xero
Complete oversight of your general ledger. I categorize transactions, balance bank accounts to the cent, and generate pristine P&L and Balance Sheet statements.
Custom Prospect Research
Targeted prospecting to connect with high-intent decision makers. Hand-researched, AI-validated, zero-bounce lists formatted ready for your cold outreach tools.
HMRC & IRS Workpapers
Eliminate tax filing anxiety. I organize your schedules, calculate state sales taxes or UK VAT, and prep workpapers for swift CPA or HMRC sign-off.
Process Automation
Automate the slow, manual tasks that hold your business back. I create smart pipelines using AI document parsing and automated spreadsheet logic.
Multi-Platform Financials
Tailored accounting for Amazon, Shopify, Etsy sellers, and rental property portfolios. Track fees, returns, COGS, and tenant rent ledgers.
Daily Operations Partner
Keep your business humming smoothly. I handle CRM updates, customer billing, market intelligence research, and confidential back-office workflows.
A clear, stress-free 4-step onboarding and delivery methodology
We review your existing software, backlogged books, or lead criteria to define a clear scope and price.
Accountant-level or viewer access granted in QuickBooks/Xero/CRM under strict confidentiality and NDA.
Work is processed with AI speed and human precision. Every penny and email contact is validated.
You receive tidy financial reports or verified leads on schedule, with ongoing WhatsApp & email support.
Let's assess your financial books, operational workflows, or sales pipeline to build a solution that works for you.
