QuickBooks ProAdvisor · Windsor, Ontario

Business operations & bookkeeping support for small businesses.

I help small businesses organize their bookkeeping, payments, inventory, reports, and daily operations using QuickBooks support, custom tracking systems, and practical business solutions.

QuickBooks ProAdvisor
Small business support
Practical systems that keep you organized
Who I am

I help small businesses get organized behind the scenes.

Most owners are great at running their business — but the bookkeeping, payments, receipts, inventory, and reports get messy fast. I clean that up and build practical systems that make the business easier to manage, using QuickBooks, custom tracking tools, and straightforward business support.

What I do

Bookkeeping, QuickBooks, and operations support — built around how your business actually runs.

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QuickBooks Setup & Cleanup

Set up QuickBooks the right way — or clean up the mess if it's already there.

Monthly Bookkeeping Support

Ongoing bookkeeping so your numbers are always current and clean.

Inventory & Sales Tracking

See stock, sales, costs, and profit at a glance — not from memory.

Invoicing & Payment Tracking

Know exactly who owes you, what's paid, and what to follow up on.

Business Dashboards & Reports

Simple owner reports that show what's actually going on in the business.

Custom Business Systems

Excel and Google Sheets tools for everything QuickBooks alone can't cover.

Budgeting & Cash Flow Tracking

Know what's coming in, what's going out, and what you can actually afford.

Workflow Organization

Less manual work, cleaner tracking, fewer things falling through the cracks.

Not sure what you need?

Book a Business Checkup and I'll tell you exactly what to clean up, set up, or build.

Book a Business Checkup
Who I help

Small owner-operated businesses that need more structure behind the scenes.

If you run a hands-on business and the back office hasn't caught up with the work, we'll get along.

  • Retail shops
  • Schools & tutoring
  • Contractors & trades
  • Cleaning businesses
  • Detailing businesses
  • Transportation
  • Food & event vendors
  • Product sellers
  • Service businesses
  • Local startups
  • Anyone tracking with paper, texts, or messy spreadsheets
Problems I help solve

You're probably a good fit if…

Your books are messy
You don't know your real profit
You're behind on tracking income or expenses
Receipts are scattered everywhere
You don't know who owes you money
Inventory is hard to track
The business depends too much on memory
You're using too many random spreadsheets
QuickBooks was started but isn't set up properly
You need cleaner monthly reports
You need a simple system you'll actually use
Service packages

Clear packages, no guesswork.

Pick a starting point or combine packages into ongoing support — every engagement starts with a Business Checkup.

01

Business Checkup

A review of how the business currently tracks money, payments, expenses, receipts, inventory, and records — with a clear plan for what to fix, clean up, or build.

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02

QuickBooks Setup Package

For businesses starting fresh or switching. Chart of accounts, categories, bank feeds, invoices, sales tax tracking, and basic workflow setup.

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03

Bookkeeping Cleanup Package

For messy or behind books. Organize transactions, receipts, categories, and bank matching so the books are caught up and easier to manage.

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04

Monthly Support Package

Ongoing bookkeeping, reconciliations, reports, income and expense tracking, and regular owner check-ins.

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05

Custom Operations System

A custom Excel or Google Sheets system for inventory, sales, customer balances, job costing, pricing, profit tracking, or dashboards.

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Why work with me

Practical support, clean systems, real visibility.

01

Built around your business

Setup, cleanup, and systems shaped around how you actually operate — not a generic template.

02

QuickBooks done right

Proper chart of accounts, categories, bank feeds, and invoicing — so the books finally make sense.

03

Owner-friendly reports

Sales, expenses, profit, unpaid balances, and inventory in plain English. No accountant required.

04

Flexible support

One-time cleanup, fresh setup, custom builds, or monthly support — pick what fits.

How it works

A simple process from first call to clean books.

01

Business Checkup

We look at how your business currently tracks money, payments, expenses, inventory, and daily operations.

02

Cleanup & Setup Plan

You get a clear plan showing what needs to be fixed, organized, cleaned up, or built.

03

Build or Bookkeeping

I clean up, set up, organize, or build the system based on what your business actually needs.

04

Handoff & Monthly Support

You get a cleaner system, simple guidance, and optional ongoing support to keep everything organized.

Client feedback

What clients are saying.

Been a big help for my business and I, especially since I'm new to this. Clients love the new look too — thank you.
Client
Contracting · Windsor

Ready to get organized?

Book a Business Checkup and we'll map out exactly what to clean up, set up, or build — no commitment, no pressure.