Virtual Bookkeeping That Keeps You Confident and In Control.

Monthly bookkeeping, payroll support, and clear financial insights—so you can focus on growth while the back office runs smoothly.

Who AM I

My Mission and Commitment

I provide virtual bookkeeping and monthly accounting support for busy business owners who want clear, accurate financials without the stress of managing the back office.

My goal is to be an extension of your business—keeping your books organized, your payroll running smoothly, and your reporting consistent so you can make confident decisions. Each month, I handle transaction categorization, bank and credit card reconciliations, and month-end close.

Then I translate the numbers into insights you can actually use: simple reporting, analytics, and trends that help you understand what’s working, what needs attention, and where you can improve profitability and cash flow. With my support, you can focus on what you do best—serving clients and growing revenue—while knowing your accounting is being managed efficiently, accurately, and on time.

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I provide virtual bookkeeping and payroll support designed to give business owners reliable, decision-ready financials each month. I manage the full monthly accounting cycle—reconciliations, reporting, and month-end close—then deliver analytics and insights that help owners understand performance, manage cash flow, and make informed decisions.

My work is built around consistency, accuracy, and clarity. The goal is simple: remove the back-office burden so you can stay focused on revenue, clients, and growth—without questioning whether your books are correct.

My Core Accounting & Bookkeeping Services

Reliable bookkeeping, reporting, and payroll support designed to keep your finances clear, organized, and decision-ready.

Monthly Bookkeeping & Accounting

Accurate monthly bookkeeping ensuring clean records, timely reports, and financial clarity for confident business decisions growth.

Transaction Categorization and Cleanup

Detailed transaction categorization and cleanup to correct errors, organize data, and maintain consistent, audit-ready financial records.

Bank and Credit Card Reconciliations

Thorough bank and credit card reconciliations to match balances, identify discrepancies, and ensure reliable accounting accuracy.

Month-End Close & Financial Statements

Structured month-end close delivering accurate P&L, Balance Sheet, and Cash Flow statements on time every month.

Ongoing Bookkeeping Support

Ongoing bookkeeping support keeping finances organized, up to date, and stress-free as your business grows steadily.

Reporting, Analytics & Insights

Clear reporting, analytics, and insights transforming raw numbers into meaningful information you can act on confidently.

Monthly Performance Reporting

Monthly performance reports with easy-to-read summaries highlighting trends, results, and key financial movements for your business.

Cash Flow & Trend Tracking

Cash flow and trend tracking to anticipate shortages, spot opportunities, and plan smarter financial moves ahead.

KPI Insights

Actionable KPI insights providing clarity on performance, helping owners make informed, confident decisions for long-term success.

Profitability & Efficiency Recommendations

Practical recommendations focused on improving profitability, efficiency, and operational control across your business operations sustainably overall.

Payroll Support

Reliable payroll support ensuring employees are paid accurately while maintaining compliant, well-documented payroll records every cycle.

Payroll Processing & Coordination

Payroll processing support and coordination to streamline pay runs and reduce administrative burden for your team.

Payroll Reconciliation & Reporting

Payroll reconciliation and reporting to verify accuracy, resolve discrepancies, and support clean financial statements monthly consistently.

Payroll Categorization & Tracking Guidance

Guidance on payroll categorization and tracking to improve reporting accuracy and long-term financial visibility for management.

Benefits of working with a virtual bookkeeper

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Save time and reduce stress

No more back-office headaches or falling behind.

Accurate, consistent financials

Clean books you can trust every month.

Better decision-making

Reports and insights that help you see what’s happening in your business.

More focus on revenue

You spend time making money and serving clients—not sorting transactions.

Flexible and efficient

Remote support without the cost of a full-time in-house hire.

Growth support

I help you understand performance and stay organized as your business scales.

Ready to Streamline Your Bookkeeping?

Let us handle your books so you can focus on growing your business. Schedule a free consultation to discuss your specific needs and learn how I can help.

CPA Collaboration & Tax Support

I understand that tax season can be stressful. That’s why I maintain meticulous, tax-ready books year-round and coordinate seamlessly with your CPA office. My approach ensures accurate financial records, organized documentation, and clear communication—making tax preparation smoother and more efficient. Whether you’re working with your own CPA or need a trusted referral, I’m here to support a collaborative process that gives you confidence and peace of mind.

Don't Have a CPA?

Need a CPA? I work alongside a trusted CPA office that can provide tax preparation and detailed tax planning. I’ll ensure your books are accurate and tax-ready, coordinate requested documents, and help streamline communication so your tax process is smoother and less stressful.

Already Working With a CPA?

Perfect. I regularly collaborate with outside CPA firms and can provide the reports, reconciliations, and supporting schedules they request—so you stay compliant and avoid last-minute scrambling.

Ready to Experience the Difference?

Let's start your journey to complete financial clarity today.

Visit us

3110 Feathers Hooves Drive
Selden, New York 11784

Email Us

hello@agency.com

Call Us

631-696-7601

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