Professional setups and high-level data projects for scaling businesses.

For when you aren’t ready for full-service monthly bookkeeping, but your financial systems need an expert foundation.

This page features specialized financial projects—from ecosystem setups to custom data audits. If you need a targeted solution for a specific bottleneck, start here

Professional QuickBooks Ecosystem Setup

Build it right the first time so you can trust your data for years.


    What’s Included:

    • Custom Chart of Accounts: Tailored to your specific industry (Contracting, Consulting, or Agency).
    • Bank & Credit Integration: Automated feeds with custom logic to eliminate manual errors.
    • Executive Reporting: Custom dashboards so you can see your net profit and tax liability at a glance.
    • 1-on-1 Strategic Walkthrough: A recorded training session to ensure you own your new system.
      Seamless Integrations: Specialized in syncing QuickBooks with the tools you already use: Gusto, Stripe, Jobber, Melio, and more.


Apply for Ecosystem Setup


12-Month Cash Flow Projection

Stop managing by bank balance. Start managing by strategy.

I build custom models that show you exactly where your cash will be in 3, 6, and 12 months, allowing you to plan for hires, equipment, or lean seasons with total certainty


Project & Job Costing Analysis

Know exactly which jobs are making you money—and which are costing you. For contractors and service firms, revenue is vanity; profit is sanity. I perform deep-dive audits into your job costing to calculate your true labor burden, overhead allocation, and net margin per project.

Perfect for: Contractors looking to refine their bidding process or agencies scaling their team.

      Custom KPI Intelligence Dashboards

      What gets measured gets managed.

      I create live-data dashboards that track your most critical business metrics—job costing, labor burden, average contract value, and profit margins per project.

          Apply for a Project Quote

          Don’t know which infrastructure you need?

          If your books are a black hole and you don't know where to start, Apply for a Diagnostic. I’ll tell you exactly what’s broken and which project will fix it—even if that means I’m not the one to do it.

          I’ll review what you send, let you know if I’m the right fit, and give you options — even if that means referring you out.

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