Business Details
11 Years
experience
Trusted Bookkeeping Services for Small Businesses
With over two decades of experience in accounting and eight years operating my own firm, I specialize in providing tailored bookkeeping and accounting solutions for small businesses. My career began in corporate accounting, where I gained comprehensive insights into business operations before transitioning to support entrepreneurs directly. Having worked with more than 100 clients across diverse industriesincluding consulting, marketing, photography, design, nonprofit, restaurant, real estate, retail, and constructionI bring a deep understanding of varied financial needs. My expertise spans multiple accounting platforms such as QuickBooks, Xero, and Wave, alongside payment integrations and banking systems.As a small business owner myself, I prioritize transparency, accuracy, and efficiency, offering flexible services without restrictive contracts. My MBA in financial planning complements my hands-on experience, ensuring clients receive strategic guidance aligned with their unique goals. I focus on creating streamlined processes that allow business owners to concentrate on growth while maintaining financial clarity. My commitment to personalized service and technical proficiency positions me to address the specific challenges faced by small enterprises. By combining industry knowledge with practical solutions, I aim to empower clients through reliable financial management.
Services
Bookkeeping
Payroll Management
Tax Filing
Financial Reporting
Software Implementation
Details
- Year established: 2015
Highlights and features
- 20+ years of accounting experience with 8 years running a dedicated small business firm
- Tailored services without restrictive contracts or unnecessary commitments
- Expertise in 10+ accounting software platforms including QuickBooks and Xero
- Proven track record with 100+ small business clients across diverse industries
- MBA in financial planning combined with practical, real-world implementation
Services
Bookkeeping
Comprehensive bookkeeping services maintain accurate financial records through accounts payable/receivable management, payroll processing, and tax filing support. Our systematic approach ensures compliance while providing real-time financial insights. Specialized expertise across multiple industries enables tailored solutions that align with specific business requirements.
Payroll Management
Streamlined payroll services handle employee compensation, tax withholdings, and regulatory filings with precision. Integration with accounting systems ensures seamless financial tracking while maintaining compliance with federal and state requirements. Customizable reporting provides clear visibility into labor costs.
Tax Filing
Professional tax preparation and filing services cover sales tax, payroll taxes, and business returns. While we don't replace tax accountants, our work ensures accurate records for efficient tax season processing. Regular reconciliations maintain year-round readiness.
Software Implementation
Expert guidance in selecting and implementing accounting software solutions including QuickBooks, Xero, and Wave. We optimize existing systems or create new processes that improve financial workflow efficiency while ensuring accurate data migration and staff training.
Financial Reporting
Custom financial reporting delivers actionable insights through balance sheets, income statements, and cash flow analyses. Real-time data tracking enables informed decision-making while periodic reviews identify trends and growth opportunities specific to your business operations.
People
Stacey Simon
Consultant
Certified accountant with 20+ years experience, including 8 years running her own firm. Holds MBA in financial planning and has served 100+ small businesses across diverse industries through tailored financial solutions.
Questions
What bookkeeping services do you offer for small businesses?
We provide comprehensive bookkeeping including accounts payable/receivable, payroll, tax filing, financial reporting, and software implementation tailored to small business needs.
How do you handle accounting software integration?
We work with QuickBooks, Xero, Wave, and other platforms to optimize your existing system or recommend better-suited solutions for seamless financial management.
Can you help businesses in different industries?
Yes, we've successfully supported clients in consulting, marketing, photography, design, nonprofit, restaurant, real estate, retail, and construction sectors with customized solutions.
Do you offer one-time or ongoing services?
We provide flexible arrangements without contracts—whether you need process setup, catch-up work, or continuous bookkeeping support tailored to your business cycle.
Are your services suitable for growing businesses?
Absolutely. Our scalable solutions adapt to your growth, ensuring financial processes evolve alongside your business needs without unnecessary complexity.
What insurance coverage do you maintain?
We carry General and Professional Liability insurance for client protection, though we recommend businesses maintain their own tax preparation professionals.
