Welcome!

Your books called — they want to be less chaotic.

Hi,
I’m Anna

I’ve spent the last 10+ years leading product and program teams in healthcare technology, including serving as a Product Management Lead at Evernorth Health Services. I’ve managed cross-functional teams, launched digital health products, and overseen $20M+ annual budgets.

My career has always centered around clarity, accountability, and structured execution — whether aligning clinicians and engineers around growth goals or building reporting systems that support business decisions.

Now I bring that same discipline to small business bookkeeping.

I have my NACPB certification and trained in QuickBooks Online, providing reliable monthly reconciliation, financial statements, and payroll support so you can focus on running your business.

Services & Pricing

I keep things simple and predictable.

No surprise invoices. No mystery fees. Just clean books, delivered monthly.

Basic — $450 / month
$450.00

For straightforward businesses that want reliable monthly bookkeeping without the overwhelm.

Includes:

  • Up to 150 transactions per month

    A “transaction” is any money moving in or out of your business — customer payments, subscriptions, rent, supplies, transfers, bank fees, etc.

  • Up to 2 bank or credit card accounts

  • Monthly reconciliation

    This means I make sure your QuickBooks matches your real bank and credit card statements so nothing is missing or duplicated.

  • Careful categorization

    I assign each expense and payment to the correct bucket so your reports actually reflect what’s happening in your business.

  • Monthly financial statements

    You’ll receive a Profit & Loss (what you earned, what you spent, and your profit) and a Balance Sheet (what your business owns and owes.

  • Year-end tax-ready reports for your CPA

You’ll know where your business stands — every month.

Plus (with Payroll) — $750 / month
$750.00

For growing businesses with more activity — especially payroll.

Includes everything in Basic, plus:

  • Up to 350 transactions per month

  • Up to 4 bank or credit card accounts

  • Payroll support

    Processing or recording payroll, tracking payroll taxes, and making sure payroll expenses and liabilities are properly reflected in your books.

  • Monthly financial statements

    So you can see clearly what’s happening with revenue, expenses, and payroll costs.

If payroll is more complex (multi-state, heavy benefits, etc.), we’ll talk through scope during your consult.

One-Time Cleanup — $90 / hour
$90.00

Behind on your books? It happens.

I’ll:

  • Catch up past months

  • Reconcile accounts

  • Fix miscategorized expenses

  • Bring everything current and clean

You’ll receive an estimate before we begin — cleanup depends on how far behind things are and how complex your accounts are.

Schedule a time to chat

This is a relaxed, no-pressure call to understand your business and your bookkeeping needs.

  • We’ll talk about:

  • How many accounts you have

  • Roughly how many transactions per month

  • Whether you run payroll

  • What’s feeling confusing or overwhelming

You don’t need to prepare anything formal — just come as you are.

By the end of the call, you’ll know:

  • Which service tier makes sense

  • What the next steps would look like

  • Whether we’re a good fit to work together