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.
Financial Organization & Day-to-Day
The day-to-day accounting support that keeps your financials organized. Bank and credit card reconciliations, vendor/AP organization, sales tax support, and payroll coordination — handled on a steady cadence so nothing piles up. If you’re replacing someone who left a mess, this is usually where Annie starts.
Learn moreMonthly Close & Financial Reporting
Each month Annie closes the books the right way and delivers real financial statements — P&L, balance sheet, and cash flow — so you 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 real reporting support from a basic monthly summary.
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 & Operational Accounting
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 basic accounting help but isn’t ready for a full-time finance lead. Includes operational accounting support like job costing, WIP reporting, inventory, and process organization.
Learn moreHR Help
While Annie is already handling your financial operations, she can do this too. Health insurance, HSA/FSA, and benefits — administered alongside the accounting, 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.