Woods Hole · Massachusetts

Clean books and steady financial help for Massachusetts small businesses.

You get the same kind of careful accounting that big companies pay for — sized for a small business. One person on the other end of the phone. Books that match reality.

Before this

CBIZForrester Research (Nasdaq: FORR)Bryant University

Seven years doing audits, closing the books at a public company, and running finance for a private one.

01

Things Annie hears all the time.

“I don’t trust my books.”

Numbers come in late, don’t match the bank, and the balance sheet doesn’t hold up month to month.

“My bookkeeper went dark on me.”

You get a report once in a while, nobody answers questions, and you’re flying blind in between.

“I need a real accountant — but not full-time.”

You’ve outgrown the part-time bookkeeper, but a full-time finance hire is way too much.

03

Why pick Annie.

01

Big-company careful, small-business simple.

Annie has done the books for a public company. Same care, sized down for you.

02

You talk to Annie.

Not a junior. Not a different person every month. Annie.

03

Books done right.

Annie counts money when it’s earned, not just when it lands in the bank. That gives you the real picture, not a feel-good one.

04

Modern tools, no tool overload.

QuickBooks, NetSuite, the works. Annie uses what fits, not what’s trendy.

04

Who Annie helps.

Massachusetts businesses doing $500K to $20 million a year. Construction and trades, professional services, online stores, restaurants and retail, nonprofits, and early-stage companies.

If you're doing books on nights and weekends, or your current bookkeeper is a black box, Annie is probably a fit. Your CPA still does your taxes — Annie makes sure they get clean numbers.

See who Annie works with
05

How it works.

01

Book a call.

Thirty minutes. Annie talks with you about your business and where the books stand today.

02

Get a plan and a price.

A clear scope of work and a flat monthly fee. No surprise invoices.

03

Get started.

Annie takes over from your old setup and starts a steady monthly rhythm.

See how Annie works

Ready for books you can actually trust?

Book a 30-minute call with Annie. No prep needed.

Book a Call with Annie