I provide virtual bookkeeping services tailored specifically for funeral homes, trade services, livery companies, and a variety of service-based small businesses — including solopreneurs and freelancers.
My goal is simple: to offer essential bookkeeping support that can actually save you money. Many business owners either pay a premium for these services through accountants or struggle to find someone who offers them at all. This often leaves you — the business owner — juggling complex bookkeeping tasks without enough time, or relying on untrained staff. Unfortunately, this can lead to costly mistakes and tax issues down the line.
Let me take that burden off your plate, so you can focus on what matters most — running your business and shaping its future.
With 30 years of industry experience, I understand the ins and outs of these service-based businesses. This means I can customize your bookkeeping to meet the specific needs of your business and help you stay organized and prepared.
How I can support you:
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If you want to handle your own bookkeeping at first, I can help you set up QuickBooks correctly and provide dedicated support for the first 30 days.
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As your business grows, you’ll eventually need someone who understands your industry to take over. I’ll record daily sales, expenses, and payments, keeping your financial records organized and up to date. This allows your accountant to focus on analyzing and interpreting the numbers to help you make strategic decisions.
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Whether you’re preparing for an audit, going through a business transition, or just need to catch up on previous years, I can help you get your books organized and audit-ready.
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Currently available for PA Licensed Funeral Directors — with plans to expand!
Frequently Asked Questions
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Yes — and here’s why. Accountants and bookkeepers serve different but equally important roles. Your accountant helps evaluate your financial health, create forecasts, conduct audits, handle tax returns, and offer valuable business insights.
As your bookkeeper, I focus on the day-to-day: recording and categorizing payments, sales, and expenses, issuing invoices, logging payments received, doing monthly bank reconciliations, and providing monthly balance sheets and profit/loss statements. Some bookkeepers, like me, also handle payroll processing.
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Yes! I’m currently working on expanding CEU offerings. Be sure to sign up for my newsletter to stay updated.