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Silver Plan

Nature Photographer

Transaction Categorization

​I review each financial transaction and assign it to the correct income or expense category. This ensures your books are accurate, tax-ready, and provide real-time insights into where your money is going.

Monthly Account Reconciliation

Each month, I match your bank and credit card statements to your accounting records. This process helps identify errors, catch fraudulent activity early, and ensure that your financial data is accurate and complete.

Financial Analysis

I interpret your financial data to uncover trends, inefficiencies, or potential issues. You’ll receive straightforward insights to help guide decision-making and improve overall financial health.

Year-End Preparation

I organize your financial records, ensure everything is categorized properly, and generate the necessary reports for tax filing. This makes the handoff to your CPA smooth and stress-free—saving you time and avoiding last-minute scrambling.

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