Business Systems & Bookkeeping

For solopreneurs and small businesses who need their financial infrastructure working. Clean books, accurate financials, and systems built for how you actually operate, not how someone else thinks you should.

I set up and maintain the systems so you can stop managing the chaos and start running your business.

• Pre-QuickBooks consultation & early-stage setup guidance
• Spreadsheet trackers for solopreneurs (one-time engagement)
• QuickBooks Online setup, cleanup & maintenance
• Payroll configuration & support
• POS & app integrations
• Business structure guidance
• Decision trees & org charts
• Ongoing bookkeeping

A note on taxes: I handle sales tax and payroll tax as part of bookkeeping and systems work. I do not prepare income tax returns. If you need an income tax preparer, I'm happy to point you in the right direction.

This service is built around QuickBooks Online. If you're not on QBO yet, setup is the first step and is included in the engagement. Payroll requires a platform. I work with QBO Payroll, Gusto, and others. If you don't have one yet, we'll identify the right fit during the consult.

Sales tax: I am familiar with Wisconsin requirements and can request accountant access in most states. Research into state-specific requirements outside Wisconsin is a paid service. If your sales tax situation is highly complex, we'll discuss the scope during the consult.

This is fully remote, async-first work. I don't need to be in your office, and you don't need to be available in real time. What I do need is organized, secure digital access to your accounts, statements, and systems. If you're not there yet, that's something we can work on together.

I maintain a written data security policy. Your data is encrypted, access is minimal and temporary, and I do not retain credentials or system access after an engagement ends. Learn how I protect your data →

Free 30-minute consult with completed intake questionnaire. All time beyond 30 minutes is a paid engagement. The intake form is how I show up to our conversation already oriented, and it makes the 30 minutes actually useful to you.

Strategic Finance & FP&A

For small to mid-sized organizations that need senior financial thinking, the kind that holds complexity and translates it into decisions you can actually make.

I evaluate initiatives, build models, analyze trade-offs, and communicate findings clearly to people who need to make good decisions under uncertainty. You get rigorous analysis and clear recommendations without having to hire a full-time senior finance person to get there.

• Cost-benefit & ROI analysis
• Financial modeling & forecasting
• Cash flow projections & management
• Budgets & proformas
• Budget & variance analysis
• Executive financial communication
• Risk & assumption assessment
• Fractional Controller engagements

The right engagement here is a partnership. You bring the context and the decisions that need to be made. I bring the systems-thinking, analytical rigor, and clear direction. If that sounds like what you need, I'd like to hear from you.

Free 30-minute consult with completed intake questionnaire. All time beyond 30 minutes is a paid engagement. The intake form is how I show up to our conversation already oriented, and it makes the 30 minutes actually useful to you.

Shared Reality Facilitation & Decision Support

Making the implicit explicit — before you commit.

Some decisions need more than a spreadsheet and more than a gut feeling. They need someone who can hold the whole picture, surface what's actually being weighed, and help you reach clarity before you act.

I work with individuals and organizations at decision points — a hiring decision with real financial consequences, a business partnership that needs alignment before legal drafting begins, an agreement where the parties think they're saying the same thing but aren't. If there's a significant decision in front of you and you need someone to think it through with, this is what I do.

• Business partnership agreements
• Operating agreements & equity structures
• Co-founder & collaborator arrangements
• Any agreement needing alignment before legal drafting

This process works when everyone approaches it with openness, honesty, and genuine intentions. I can find the through-line between different needs and perspectives, but I can't work with hidden agendas. If all parties are willing to say what's actually true for them, we can get somewhere real.

I am not an attorney, and this is not legal advice. What I bring is the innate ability to listen to each person's concerns and find the through-line. This is the conversation that makes the legal process faster, cleaner, and less expensive.

Free 30-minute consult with completed intake questionnaire. All time beyond 30 minutes is a paid engagement. The intake form is how I show up to our conversation already oriented, and it makes the 30 minutes actually useful to you.