Financial Planning & Management Reporting
I help founders go beyond basic bookkeeping.
I deliver monthly management reports that show: Where your money went, where it's going, and how to grow it.
Includes: P&L by project, Budget vs Actual, Cash Flow Forecast & KPI Dashboard.
Clean books + Clear insights = Smarter decisions.
DM "REPORT" for a sample pack.
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99
Budgeting & Forecasting Specialist
I help founders turn past numbers into future plans.
What you get: 12-Month Budget + 13-Week Cash Flow Forecast + Budget vs Actual Dashboard in Excel.
No more cash surprises. Just clear numbers.
DM me "FORECAST" for a preview.
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80
I'm not a general accountant. I'm a BOOKKEEPING SPECIALIST.
What does that mean for you?
Most accountants try to do everything - taxes, payroll, audit, consulting.
I do ONE thing perfectly: I keep your books 100% accurate, reconciled, and reporting-ready every single month.
As your Bookkeeping Specialist, I handle:
✅ Daily/Monthly Categorization in Xero, QBO, Odoo
✅ Bank & Credit Card Reconciliation - to the penny
✅ AP/AR Tracking - Never miss a payment or invoice
✅ Month-End Close in 5 Days
✅ Clean P&L, Balance Sheet & Cash Flow - CPA-Ready
I DON'T do: Year-end only cleanup, random data entry, or messy Excel-only work.
I DO: Systematic, confidential, on-time bookkeeping that your CPA will thank you for.
If your books are 2+ months behind, your bank balance doesn't match, or your P&L makes no sense - I specialize in fixing that.
DM me "BOOKS" - I'll audit your current Xero/QBO for FREE and show you exactly what's wrong in 15 mins.
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45
Client came with 8 months of unreconciled books in Xero.
In 3 days I did:
✅ 847 transactions categorized
✅ 3 bank accounts reconciled
✅ P&L & Balance Sheet delivered
Result: Ready for tax filing + clean investor report.
Got messy books? Let's talk.
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69