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Are you a small business owner? As a small business owner, I understand the challenges you face. Let me handle your bookkeeping, payroll, and cash flow management.

Are you an independent contractor struggling to keep track of your finances? I offer bookkeeping, and cash flow management to help you succeed.

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What our clients have to say

  • Essential to my business! Wendy and her team keep my financials organized, accounts reconciled, and regular reports produced. I can focus on the work that I'm good at (branding and design) because they are taking care of my finances. They are professional, responsive, and take great pains to make sure every dollar is accurately reported. It makes tax time easier and sets my mind and ease. Such a godsend!

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From The Blog

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Doing your own bookkeeping in QuickBooks?
Doing your own bookkeeping in QuickBooks?

Throughout the month of June, I've been sharing information for those of you who do your own bookkeeping, especially those who use QuickBooks. I get a lot of questions about QuickBooks and how to best manage it on your own! 

Before you get too discouraged, remember that none of us is born knowing this information. Managing your own bookkeeping has a steep learning curve, and it's a special skill you must learn, even if we're looking at basic reports. 

Let’s take a look at two of the most common problems I see when people are managing their own QuickBooks.


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Avoiding Burnout as an Entrepreneur
Avoiding Burnout as an Entrepreneur

A few years ago, I wrote about the emotional side of being an entrepreneur and focused mostly on overcoming impostor syndrome. 

Throughout May, which is Mental Health Awareness Month, I’ve focused on different aspects of managing mental health as an entrepreneur in my Wednesdays with Wendy Facebook Lives. I also mentioned burnout in my latest newsletter. 

Dealing with and even preventing burnout is so important not only for our mental health, but for the health of our families and businesses. That’s why I’m using today’s blog space to talk about it more in-depth. 

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Guide to Filling Out the W4
Guide to Filling Out the W4

Were you happy with how your tax return turned out this year? If you weren’t, read on to find out how to adjust your income tax withholding so that next year can be better! 


First, you need to know that there are two ways to pay your federal income tax. 


  1. Estimated tax payments

  2. Withholding via payroll that shows up on your W2 at year-end


Estimated tax payments are a topic for another time, but today, I want to talk about how to complete the W4 to your best advantage while still fulfilling your financial obligations to the IRS.


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