Services

Two ways I help. One clear process.

Whether you are launching or fixing, every engagement starts with a Clarity Call and a written scope. You see the deliverables and the price before anything is billed.

11:11 · Launch

Set up the money side before your first sale.

11:11 · Launch

Business launch setup

Set up the money side before your first sale.

Setup checklist: structure, EIN and a separate business bank account, confirmed with your attorney or tax professional
A chart of accounts that fits your business
Books set up so every sale and bill lands in the right place
A monthly routine and a records-to-keep list

Starting point · no books required

Self-employed base setup

Sort your bank and card history into business income and expenses, then build a tracking system.

Organized transaction categories
Ready-to-use tracking workbook
Working session and setup notes

XI:XI · Fix & structure

Find what is misplaced. Build routines that hold.

Bank reconciliation

Bank accounts and general ledger

Compare the general ledger with every bank statement and fix what is misplaced.

Line-by-line comparison
Unmatched transaction list
Closeout schedule

Income check

Customers, card payouts and sales tax

Match invoices to deposits, card payouts to sales, and Florida sales tax collected to filings.

Invoice-to-bank comparison and open accounts receivable list
Gross-to-net card payout match
Sales tax collected versus remitted, with an exception list for your tax professional

Vendors

Vendor payments and 1099 check

Catch duplicate bills, billing errors and missing vendor details before year-end.

Vendor and payment comparison
Duplicate and exception list
1099 preparation questions

Payroll

Payroll matching

Match payroll withdrawals to registers, tax payments and benefits.

Payroll-to-bank reconciliation
Tax and benefit variance list
Closeout recommendations

Recurring costs

Subscription and tool review

Flag unused subscriptions, duplicate tools and price increases that slipped through.

Recurring-charge inventory
Use and price review
Cancel or renegotiate plan

Routines

Routines and cash tracking

Turn approvals and month-end close tasks into steps your team can follow, and see what is safe to spend.

Written process maps with roles and approval points
Monthly close checklist
Available-cash calculation and a weekly tracking view

Not sure which one fits?

Start with a Clarity Call.

Tell me what you are building, or what is not working. I will confirm the scope and the price before anything is billed.

Next step

Let's find the right starting point.

Book a Clarity Call Upload your documents