Give your business the financial clarity it deserves.
Get your books organized—and keep them that way.
Tired of untangling QuickBooks? You built your business to pursue your passion, not your spreadsheets.
I handle your bookkeeping from top to bottom—giving you back your time, your peace of mind, and the freedom to focus on growth.
A bookkeeper who makes your finances actually make sense.
Hi, I’m Wendy.
I know that running a business comes with enough to worry about without adding messy books and confusing numbers to the list. That’s why I started my bookkeeping business: to help small business owners just like you feel confident about their finances and know exactly where their business stands.
For the past 10 years, I’ve helped more than 100 clients—including service-based businesses, online entrepreneurs, and growing companies—stay organized and on top of their finances.
I provide accurate bookkeeping, payroll, and tax support with real, personalized service. My goal is simple: to take the financial stress off your plate so you can spend more time doing what you do best—running and growing your business.
Getting started is SO simple.
Just 3 straightforward steps stand between you and stress-free bookkeeping.
Step 1: We Connect — Kick off with a simple discovery call to discuss your current setup and specific needs—zero pressure, zero complicated financial jargon.
Step 2: We Streamline — I review your accounts, clean up any mess, and build organized financial systems that run smoothly behind the scenes.
Step 3: You Focus on Growth — Hand off the ongoing bookkeeping. You’ll receive clear, easy-to-read monthly reports and expert support whenever you need it.
Everything your business needs to stay financially organized.
Monthly Bookkeeping
Accurate books, clear financial reports, and dependable support—every month, without the hassle of doing it yourself.
You know your books need to stay up to date. But when you’re busy running a business, bookkeeping can quickly fall to the bottom of the list. That’s where I come in.
I handle your monthly bookkeeping so your finances stay organized, accurate, and ready when you need them—whether it’s tax time, applying for a loan, planning for growth, or simply understanding how your business is performing.
Each month, I categorize transactions, reconcile your accounts, keep your QuickBooks organized, and provide financial reports that are easy to understand and actually useful. And when questions come up, you have someone you can turn to—not another automated system or confusing spreadsheet.
You focus on running and growing your business. I’ll make sure your books are taken care of.
QuickBooks Set Up
Starting your business from the ground up? Let’s get your QuickBooks organized, accurate, and set up for long-term success.
QuickBooks is a game-changer, but setting it up yourself can be tricky. I’ll take the heavy lifting off your hands by setting up your account, customizing your Chart of Accounts, and walking you through account connections step-by-step.
Once we're up and running, I’ll deliver clear monthly reports so you always know where your business stands.
As a Certified QuickBooks ProAdvisor, I make sure your books are spot-on from start to finish—giving you reliable numbers and complete peace of mind.
Comprehensive Clean Ups
Whether your books are a complete mess or you’re starting from scratch, I’ll get your QuickBooks organized, accurate, and set up to stay that way.
QuickBooks Online is a powerful tool—but only when it’s maintained correctly. Over time, it’s easy for transactions to be miscategorized, expenses to go uncategorized, duplicate entries to pile up, or accounts to go unreconciled. When that happens, tax preparation becomes more complicated, financial decisions become less reliable, and your accountant may spend more time—and your money—sorting through the mess.
I provide QuickBooks Online cleanup and catch-up services for businesses whose books need some extra attention. As a QuickBooks Online Certified ProAdvisor, I know what clean, accurate books should look like—and I’ll do the work to get your accounts there.
The result? Organized books, reliable financial information, and one less thing for you to worry about.
What My Clients Say
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⭐️⭐️⭐️⭐️⭐️
“Wendy always helped me see more clearly and gain priceless perspective. I was never left wondering what was happening or when to expect things— she’s a consummate professional & always delivered above & beyond what I was expecting.”
— Pamela Holt, Founder of the Happy Host Academy
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⭐️⭐️⭐️⭐️⭐️
“Wendy is a joy to work with. Her turnaround times are impressive and have helped increase the speed of our growth. I could not recommend her more if you want to breathe new life into your small business plan.”
— Andy Cox, Exceptional Stays
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⭐️⭐️⭐️⭐️⭐️
“Wendy's attention to detail and sommunication skills are exemplary, and she takes any feedback with an eye toward improving— the mark of a true professional. She always meets or beats deadlines, which is like a breath of fresh air to our business."
— Shad Knapp, Rent Key West Vacations
Frequently Asked Questions
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Although I prefer to work with service-based businesses, I also specialize in real estate professionals and other hospitality industries, including hotels and bed & breakfasts. But service-based entrepreneurs are are my sweet spot.
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Email me so we can schedule a short discovery call and see if we’re a good fit. Then we’ll go from there.
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I use QuickBooks Online. If you are not currently using this platform, I can easily help you set it up.
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While we will enter into an agreed-upon engagement during the onboarding process, we will work month-to-month for ongoing bookkeeping, and you can cancel at any time. Larger projects like QuickBooks setup or comprehensive cleanups will be billed per project.
Ready to start?
Schedule a free consultation call.