Bookkeeping & Records Management

Meticulous Records. Unshakeable Peace of Mind.

Get off the administrative hamster wheel. I’ll provide the expert support you need to streamline your operations and get back to building your dream.

What Bookkeeping & Records Management Does

My primary focus is to give you a pristine financial foundation so your business is always audit-ready. I meticulously organize and manage your day-to-day financial transactions, ensuring every single income and expense is accurately recorded. I can handle your accounts payable by tracking and paying your bills, as well as accounts receivable by creating and sending out client invoices to ensure you get paid on time. A key part of my service is bank reconciliation, where I match your bank and credit card statements to your financial records, eliminating discrepancies and providing a clear, accurate picture of your cash flow.

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Why Hire Bookkeeping & Records Management?

Avoid Costly Mistakes and Delays
Save Time & Resources
Simplify Tax Preparation

You didn’t become a leader to get bogged down by administrative tasks. By partnering with me, you are making a deliberate choice to operate at your highest level and focus on the work that only you can do.

This isn’t just about delegating tasks; it’s about building a trusted partnership. I anticipate your needs, solve problems proactively, and ensure the backbone of your professional life is flawlessly managed.

Free up your mental energy and time to focus on what truly matters: building relationships, forging new paths, and making the strategic decisions that will grow your business.

How Bookkeeping & Records Management Can Support You

  • Ensures your business is always prepared for audits or inspections

  • Provides clear, up-to-date financial data for informed decisions

  • Frees up your schedule from repetitive, manual tasks

Pricing Plan

How much does an Executive Administrator Costs?​

Minimum requirements: 3-Months
(6-Months also available)

Momentum Plan

starts at

$750

Startups and small businesses.

Up to 40 hours of dedicated administrative support per month.
Catalyst Plan

Popular

starts at

$1,600

Growing businesses and busy executives.

Up to 90 hours of dedicated strategic and administrative support per month.
Pinnacle Plan

starts at

$2,800

Established companies and top-tier executives.

Up to 160 hours of comprehensive, full-time executive administration.

Ready to reclaim your time? Let me handle the details while you focus on what truly matters: growing your legacy.​