GET TO KNOW YOUR BUSINESS BETTER.

Small businesses need timely and useful financials in order to grow, and having clean books is just the starting point.

With Meadow, you're never left staring at a report that doesn't mean anything to you. I go the extra mile of breaking down what your financials are saying about your business so that you can make empowered decisions.

bookkeeping

  • For businesses starting fresh or wanting to build on a strong foundation, I work closely with you to set up an accounting system that truly supports your business. Everything is customized to how you operate, so you can understand your numbers with confidence from day one.

    • QBO or Xero setup guidance and company file configuration, including bank and credit card connections

    • Custom chart of accounts tailored to your operations

    • Opening balance entry and verification for accurate starting records

    • Document and receipt workflow setup that fits your style

    • One 60-minute onboarding training session focused on what you need to know

    Investment: $500

  • My core ongoing service which is designed for small business owners who want accurate books and meaningful financial insight they can actually use. I handle the details so you can focus on running and growing your business, while staying informed and empowered every step of the way.

    All engagements include:

    • Consistent transaction categorization and full bank/credit card reconciliations

    • Financial statements each period with plain-language recaps and key observations

    • Paperless document management system setup and guidance

    • Email support and responsive communication

    • Year-end support and preparation files for your tax preparer

    I also build in additional support based on your specific needs — such as 1099 tracking, quarterly review meetings, industry-specific reporting, multi-entity considerations, or other custom workflows.

    Investment starting at $300/month or $650/quarter

  • A caring, thorough look at your current records to bring clarity and peace of mind. This is often the first step for new clients and is required for any cleanup work. The fee is partially credited toward your final invoice.

    • Assessment of your chart of accounts and overall setup

    • Identification of reconciliation gaps, uncategorized transactions, missing or duplicate items, and other areas that need attention

    • A clear, plain-language written report that explains what was found and what it means for your business

    • A prioritized action list so you know exactly where to focus

    Investment: $400

  • Sometimes the best way forward is a fresh, accurate start. I bring your books up to date, correct what needs fixing, and leave you with clean records plus simple systems to stay on track. You’ll finish this process feeling informed and in control.

    • Full categorization and reconciliation of transactions for the cleanup period

    • Correction of misclassified transactions and structural issues

    • Chart of accounts review and refinements as needed

    • Financial statements for the cleanup period with clear explanations

    • Plain-language summary of findings and corrections

    • Simple workflow and habit recommendations tailored to you

    Diagnostic Review required for customized quote

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“An investment in knowledge pays the best interest.”

BENJAMIN FRANKLIN

A black coffee cup, some papers including a tax form, and a pen on a dark surface.

Tax preparation for individuals and small business owners. Most tax preparers show up in February and disappear until the following year… not here. I check in with every client periodically throughout the year because catching something early always beats dealing with it at filing time. For small business owners especially, a little planning goes a long way.

TAX

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Clean books aren’t enough to stave off scary notices from the government.

I work with small business owners on the decisions and compliance questions that come up in the course of running and growing a business… the stuff that can cost you if you get it wrong or ignore it too long.

CONSULTING

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  • Starting a business comes with a lot of decisions that are harder to undo than they are to get right from the start.

    Understand entity selection, financial systems, and other key aspects that may be forgotten in the excitement of starting your business.

  • If your business is generating enough profit that an S-corp election might make sense, ya gotta run the numbers first.

    I help small business owners understand what a conversion means for their tax situation, whether the timing is right, and what comes after making the election.

  • Payroll and sales tax obligations catch a lot of small business owners off guard.

    My clients understand what they owe, when they owe it, and whether their current setup is keeping them compliant.