Your fractional CFO for small business

In short, everything you wish someone else would manage. I take care of monthly bookkeeping, reconcile your accounts, manage invoicing and bill pay, organize AP and AR, and deliver clean financials that are ready for tax season and ready for smarter decisions. I support a wide mix of Western New York businesses, especially contractors, trades, auto shops, and service-based owners. You focus on the work you enjoy. I keep the financial side simple and stress-free.

Flat-rate pricing gives you predictable costs without surprise add-ons or hourly spikes. I size plans based on transaction volume and complexity, and it often ends up more cost-effective than hiring in-house once you factor in wages, payroll taxes, software, and turnover. A quick look at your books is all I need to recommend the right plan. Monthly plans start at $300.

I work with your CPA, especially during tax season when everyone is buried. Clean books make filing faster, smoother, and usually easier on the budget. If you already have a CPA you trust, I keep them happy. If you don't, I can recommend Buffalo-area tax professionals who understand small business and the trades.

Absolutely. Honestly, most clients come to me at exactly that stage. DIY bookkeeping works for a while, until it suddenly doesn't. I handle cleanup, catch-up, reclassification, and QuickBooks Online setup so your financials match what is actually happening in your business. No judgment, just clarity moving forward.

Hiring a bookkeeper in-house can be costly, and turnover is a real concern. Most small businesses don't have full-time bookkeeping needs, so part-time roles often struggle with consistency. Outsourcing gives you accuracy, continuity, and expertise without the staffing headaches. You get consistent reporting and only pay for the support you actually need.