Woods Hole · Massachusetts
Clean books and steady financial help for Massachusetts small businesses.
Backed by 6+ years of accounting and financial operations experience, including current Financial Controller experience.
Supporting growing businesses with financial organization, reporting, payroll coordination, forecasting, and operational accounting support. Helping growing businesses stay organized, informed, and financially confident.
Before this
Eight years doing audits, closing the books at a public company, and running finance for a private one.
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 accounting help 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 basic bookkeeping help, but a full-time finance hire is way too much.
Who we help.
Need cleaner financial organization and reporting
Want more visibility into cash flow and profitability
Feel overwhelmed managing finances internally
Have outgrown DIY accounting systems
Need support without hiring a full-time in-house accountant
What Annie does.
Financial Organization & Day-to-Day
Reconciliations, AP organization, and payroll coordination on a steady schedule.
Learn more SVC-02Monthly Close & Financial Reporting
Financial statement preparation and cash flow visibility you can actually use.
Learn more SVC-03Sales Tax & Filings
Figuring out where you owe sales tax and filing it on time.
Learn more SVC-04Budgeting & Forecasting
How long your cash lasts and where the money is going.
Learn more SVC-05Part-time Controller & Operational Accounting
Senior accounting support for the operational side of your business.
Learn more SVC-06HR Help
Health insurance, HSA/FSA, and benefits — handled.
Learn moreWhy pick Annie.
Big-company careful, small-business simple.
Annie has done the books for a public company. Same care, sized down for you.
You talk to Annie.
Not a junior. Not a different person every month. Annie.
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.
Modern tools, no tool overload.
QuickBooks, NetSuite, the works. Annie uses what fits, not what’s trendy.
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 accounting help 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 withIndustries we support.
Construction & Trades
Job costing, WIP reporting, vendor AP, and project-level financial visibility.
Retail Businesses
Inventory tracking, COGS accuracy, sales tax compliance, and cash flow management.
Restaurants & Hospitality
Daily sales reconciliation, payroll coordination, cost controls, and operational reporting.
Service-Based Small Businesses
Time-based revenue recognition, client billing, expense tracking, and monthly close.
Select Nonprofit Organizations
Grant tracking, fund accounting, board-ready reports, and audit preparation support.
Not sure if you're a fit?
Most businesses are. Book a quick call and Annie will let you know honestly.
Book a callHow it works.
Book a call.
Thirty minutes. Annie talks with you about your business and where the books stand today.
Get a plan and a price.
A clear scope of work and a flat monthly fee. No surprise invoices.
Get started.
Annie takes over from your old setup and starts a steady monthly rhythm.
Ready for books you can actually trust?
Book a 30-minute call with Annie. No prep needed.