Areas of Practice
Bookkeeping & Financial Clarity
Clean books are the foundation of a strong business.
As your CPA, I don’t just reconcile your numbers—I help you understand them. Whether you're catching up after months of chaos or building a clean, consistent system from the start, I offer monthly or quarterly bookkeeping tailored to your needs. I’ll handle your QuickBooks setup or cleanup, categorize transactions accurately, reconcile accounts, and generate monthly reports that actually mean something.
You’ll always know where your money’s going, what your margins look like, and how to prepare for what's next. No more guessing. No more stress.
✨ “Sara made sense of 18 months of mess in my books and helped me actually feel confident in my numbers for the first time.”
Tax Preparation & Planning
You shouldn’t just “file”—you should plan.
Most CPAs are reactive. I’m proactive. I’ll handle your federal, state, and local returns—business and personal—but more importantly, I’ll help you avoid surprises through year-round tax planning. I’ll guide you on estimated payments, sales tax, and multi-state compliance, and identify opportunities to reduce your tax burden legally and strategically.
This isn’t just about avoiding audits. It’s about keeping more of what you earn, and staying in control. Whether you’re a solo business or a growing team, you deserve a tax plan that works for you.
💬 “With Sara, I stopped dreading tax season. She helped me cut my tax bill by thousands—and gave me peace of mind.”
Keep your team paid—and your business protected.
Payroll can feel like a moving target: deadlines, filings, W-2s, 1099s, changing rules. I help businesses set up and manage payroll with ease, from weekly runs to year-end reporting. Whether you’re using Gusto, QuickBooks, ADP, or something else, I make sure your systems are integrated and compliant across the board.
You’ll stay ahead of tax obligations, keep contractors and employees happy, and reduce the risk of penalties—all without spending hours Googling what’s due next.
🔐 “We’ve never missed a deadline since Sara took over our payroll. It’s just… handled.”
Payroll & Compliance
Virtual CFO & Advisory Services
You deserve a CPA who sees the whole picture.
As your Virtual CFO, I bring clarity and confidence to your financial strategy. I’ll help you forecast cash flow, build a working budget, set real growth targets, and choose the right entity for tax efficiency. If you’re facing decisions about expansion, hiring, or large investments, I’ll be the strategic partner who helps you move forward with data—not guesswork.
This is the work I love most: guiding business owners to not just operate—but thrive.
🚀 “Sara helped us grow from a solo LLC to a multi-location business with 7 staff. I truly couldn’t have done it without her.”
Every industry has its quirks—I know how to navigate them.
I work closely with:
Real estate investors (depreciation, 1031 exchanges, passive income strategies)
Contractors & trades (job costing, project-based reporting, labor & material splits)
Nonprofits (grant tracking, fund accounting, board reporting, 990 compliance)
Service providers (coaches, consultants, creatives—tracking time, margins, and growth)
I also help businesses undergoing major change—whether it’s cleanup from past bookkeeping gaps, system transitions, or restructuring.
🧠 “Sara didn’t just ‘get’ our industry—she taught us how to optimize for it.”