Know your numbers.
The systems behind the money: QuickBooks integrations, invoicing that goes out on time, books that stay clean, and reporting that tells you what to do next.
Your business tools, talking to each other.
Problem: invoices live in one place, payments in another, and your books are always two weeks behind.
What I build: custom QuickBooks integrations that pull from your CRM, project tools, and payment processor — so invoices generate automatically, payments post instantly, and the ledger is always current.
Outcome: books you can trust. Invoices that go out without chasing anyone.
Set up correctly from the start
A clean chart of accounts built for your business type — so categorization is automatic and reports are readable.
Invoices that go out on time
Automated invoice generation triggered by project milestones, subscriptions, or completed work. Connected to QuickBooks via API.
Transactions categorized automatically
Automated bank feeds with rule-based categorization. Reconciliation takes minutes instead of a weekend.
Stripe → QuickBooks, instant
Every payment, refund, and fee posts to the correct account automatically. No manual journal entries.
P&L you can read on Monday
Monthly close that happens by itself. P&L, balance sheet, and cash flow — accurate, every period.
Tax time becomes a non-event
Expense categorization and reports your accountant can file from. No shoebox, no scrambling.
Clean data in, decisions out
Tidy books aren't the goal — knowing what to do next is. Once the data is clean and flowing, the reporting on top of it can answer real questions: which work is actually profitable, which clients are slow to pay, what next quarter looks like at the current run rate.
I build the plumbing first, then the dashboard that reads from it. Both in tools you already own.
Numbers you can make decisions on.
One call. I'll map your current workflow, find the gaps, and show you what a clean system looks like.