Running a small business means wearing every hat. Bookkeeping is the one you can hand off first — and the one that costs you the most when it slips. Here is how I help business owners across Signal Mountain, Chattanooga, and the surrounding Tennessee Valley keep their books clean and their decisions clear.
This is a bookkeeping practice, not a tax service. I keep your financial records accurate and current all year; preparing and filing returns stays with your CPA.
Monthly Bookkeeping
The core service, and the one most clients start with. Every month I:
- Categorize and record all business transactions
- Reconcile your bank and credit card accounts so your books match reality
- Track accounts payable and receivable, so you know who owes you and who you owe
- Deliver a profit and loss statement and balance sheet you can actually read
You get a consistent monthly rhythm instead of a shoebox of receipts in April.
QuickBooks Setup and Cleanup
Most small business owners either don’t have QuickBooks configured correctly or inherited a file that has drifted over the years. I set up your chart of accounts to fit how your business actually operates, connect your bank feeds, and clean up miscategorized history so your reports mean something.
If you’re starting fresh, we build it right the first time. If you’re coming in with three years of tangled records, we untangle them.
Catch-Up Bookkeeping
Behind on your books? You are far from the first. Whether you are two months or two years behind, I reconstruct your records, reconcile every account, and get you current — so you know exactly where you stand and stop dreading the question.
Financial Reporting
Numbers only help if you understand them. Alongside your monthly statements, I walk you through what changed and why: where your margins moved, which months run tight, and what your cash flow is telling you about the season ahead.
Nonprofit Bookkeeping
Nonprofit books answer to more people than a small business’s do — a board and a donor base, each with a reasonable claim to know where the money went. The bookkeeping has to be organized accordingly from the start.
I currently keep the books for a Christian camp outside Nashville — worked entirely remotely — and a nonprofit school here in Chattanooga. That work covers:
- Tracking restricted and unrestricted funds separately, so designated gifts and scholarship money stay designated
- Recording contributions, grants, and in-kind donations correctly
- Handling seasonal and enrollment-driven income — registration fees, tuition, and the uneven cash flow that comes with both
- Keeping program, administrative, and fundraising expenses distinguishable
- Producing board-ready statements a volunteer treasurer can actually present
- Maintaining records your 990 preparer can work from without reconstruction
If you run a camp, a school, a ministry, or a small charitable organization, the rhythms of your year are already familiar to me — and as the Nashville engagement shows, we don’t need to be in the same city for this to work well.
Small Business Consultation
Sometimes what you need is an hour with someone who will look at your books honestly and tell you what they see. If you’re deciding whether to hire, take on debt, raise prices, or change how you invoice, clean numbers make that decision much less of a gamble.
Who I Work With
I work with small businesses and solo owners — trades and contractors, service providers, shops, and consultants — typically those who have outgrown a spreadsheet but do not need a full-time accountant. I also work with nonprofit organizations, where clean fund tracking matters to the board and to every donor who gave with a purpose in mind. Most of my clients are in Signal Mountain, Chattanooga, Red Bank, Hixson, and Lookout Mountain, and I work with clients remotely as well.
What I Don’t Do
I am a bookkeeper, not a CPA. I do not prepare or file tax returns, and I do not give tax or legal advice. What I do is keep your books accurate and current all year, so that when tax season arrives your CPA has clean records to work from — which usually costs you less at both ends.
Ready to Get Started?
Tell me a little about your business and where your books stand today. There is no charge for the first conversation.