Your books called—they want to be less chaotic.

Running a business means making constant decisions. To make the right ones, you need absolute clarity on where your money is going. I bring corporate-level financial discipline, rigorous organization, and certified QuickBooks expertise to your monthly numbers so you can focus on your actual work.

Hi, I’m Anna

Before launching my bookkeeping practice, I spent over a decade leading product and program teams in healthcare technology, including serving as a Product Management Lead at Evernorth Health Services. I’ve managed cross-functional teams, launched digital health products, and overseen $20M+ annual budgets.

My career has always centered around precision, airtight audit trails, and data-driven execution. Now, I bring that exact same high-stakes operational discipline to small businesses.

As a project manager, bookkeeper, and QuickBooks Pro Advisor, I build clean, reliable financial systems. Whether you are managing rolling bill cycles, field service calls, or scaling operations, I deliver the financial structure you need to protect your margins.

Services

Predictable Monthly Financial Support

No surprise invoices. No mystery fees. Just clean books, delivered like clockwork every single month.

I work extensively with trades, contractors, and service-based businesses, but my structural workflows adapt beautifully to any business looking for rigorous record-keeping.

Monthly Bookkeeping

Designed for straightforward businesses that want reliable data without the overwhelm.

  • Full Bank Feed Management: Importing, matching, and clearing transactions accurately.

  • Meticulous Categorization: Mapping expenses to the correct Chart of Accounts buckets so your numbers reflect reality.

  • Monthly Reconciliation: Matching QuickBooks registers against official bank and credit card statements down to a $0.00 difference.

  • Financial Reporting: Monthly delivery of standard, professional Profit & Loss statements and Balance Sheets.

  • CPA-Ready Year-End Packages: Ensuring your books are clean and ready for a seamless tax filing season.

Monthly Bookkeeping + Payroll Support

For growing teams that need concurrent payroll tracking alongside daily operational accounting.

  • Includes all core monthly bookkeeping services.

  • Payroll Execution & Matching: Recording wages, tracking payroll liabilities, and verifying that payroll expenses align perfectly with your bank feeds.

  • Contractor & Vendor Management: Tracking W-9 collection status and tracking 1099 thresholds.

  • Deep Margin Visibility: Clear breakdowns of your true operational costs, including labor and material impacts on your bottom line.

Backlog & Historical Cleanup

Behind on your books or inherited a messy ledger? It happens. I systematically audit historical periods to establish an airtight baseline.

  • Catching up historical months and clearing out old bank feed backlogs.

  • Reconciling past bank statements sequentially.

  • Fixing miscategorized expenses and tracking down missing documentation.

  • Tying out the Balance Sheet to align perfectly with your last filed tax return.

Looking for a Custom Fit?

During our initial consultation, we will look at your active account volume, transaction depth, and workflow integrations to find the exact level of support your business needs.

Schedule a time to chat

This is a relaxed, no-pressure 20-minute call to understand your business and your bookkeeping needs.

We’ll talk through:

  • How many bank or credit card accounts you use.

  • Your rough monthly transaction volume.

  • Whether you run payroll or use independent subcontractors.

  • What is currently feeling the most chaotic or overwhelming.

By the end of our conversation, you'll know exactly what next steps look like and whether we're a great fit to work together.