Services
What Annie does.
Annie handles the money side of your business so you can run it. Pick a starting point below, or book a call and she'll figure it out with you.
Bookkeeping & Day-to-Day
The day-to-day money work that keeps your books straight. Paying bills, sending invoices, matching the bank — done on a steady schedule so nothing piles up. If you’re replacing a bookkeeper who left a mess, this is usually where Annie starts.
Learn moreMonthly Close & Reporting
Each month Annie closes your books the right way and sends you a real report — so you actually know where you stand. She counts money when it’s earned (not just when it lands), and makes sure the balance sheet ties out. That’s what separates this from a basic bookkeeper.
Learn moreSales Tax & Filings
If you’re selling in more than one state, you probably owe sales tax in places you don’t know about. Annie figures out where, registers you, and handles the filings on a calendar so nothing slips. Same goes for 1099s at year-end.
Learn moreBudgeting & Forecasting
An annual plan, a cash forecast, and a clear answer on how long your money lasts at the rate you’re spending. Built to help you run the business — not to sit in a folder.
Learn morePart-time Controller Help
You get a senior person watching your numbers without paying for a full-time hire. Good for businesses getting ready for a sale, a loan, or an audit — or any company that’s outgrown a bookkeeper but isn’t ready for a full-time finance lead.
Learn moreHR Help
While Annie is already handling your back office, she can do this too. Health insurance, HSA/FSA, and benefits — administered alongside your books, since she already knows your headcount and payroll.
Learn moreNot sure which one fits?
Most people start with a 30-minute call. Annie will tell you what fits — and what doesn't.
Ready for books you can actually trust?
Thirty minutes with Annie.