About Us

I help business owners make sense out of their financial records. Not only can I do the record keeping for you, but I can also teach you how to read your financial records so you know how to make the next business decision for your company.

How We Got Started

I majored in Economics and took accounting courses in college. I became a teacher but ended up in elementary education for the past 35 years. In the meantime, I kept my hands in the pot doing small business books and taxes. I started my company in 2004, but shut it down during the recession of 2008 as my clients closed their businesses. I next was the treasurer/bookkeeper for a non-profit for 8 years. I restarted my business last summer as I want to do this as I prepare to retire from public education.

Products & Services
I am familiar with a variety of bookkeeping software platforms and can easily use whatever you’re most comfortable with using.  I will record month...
Not sure where to start?  Let’s learn about your business and then find the software that’s best for your operations.   I’ll set up the chart of ac...
Book Cleanup by Sum of It All
I get it…you have other interests than keeping your records up to date, you feel frustrated and overwhelmed, or you just have too much to do.  I ca...
Recommendations Given (7)
"I met Sandy at a networking event. She is a delight to talk with, and she is very knowledgeable. "
"Ric’s passion for his business is quite evident. Spending time with him is truly a treat, and..." Read more "Ric’s passion for his business is quite evident. Spending time with him is truly a treat, and you will learn a lot from him. "