Hi! I'm Heather
As owner of Clarity Bookkeeping and Tax Services, I have a passion for numbers and coaching small business owners on their finances. Let me simplify your life – leave the numbers to me, so you can focus on running and growing your business confidently and stress-free.
How Can i help you?
#1
Virtual, Pain-Free, Bookkeeping Tailored To Your Business
I believe good bookkeeping is more than just clean numbers—it’s peace of mind, better decisions, and more freedom to focus on what you love. Whether you’re just starting out or running a growing business, I meet you where you are and guide you forward with calm, clear support.
Utilizing Quick Books Online, my minimum services include:
- Monthly bank and credit card reconciliations
- Categorization of income and expenses
- Financial statements (P&L, Balance Sheet, Cash Flow)
- Monthly check-in email/virtual meeting
- QuickBooks Online setup/integration
- End-of-year tax package for CPA
Additional services can include:
- Clean-Up / Catch-Up Bookkeeping (one-time fee based on volume)
- Invoicing or accounts receivable tracking
- Sales tax tracking/reporting
- Class/Location tracking or job costing
- Inventory tracking
- 1099 contractor reporting and prep
- Support during tax audits or reviews
- Collaboration with your CPA or Fractional CFO
#2
Dedicated Support for Growing Businesses
For small businesses ready to grow smarter and existing clients who want deeper insights, let me take the guesswork out of your numbers and help you make confident financial decisions. I’m your part-time CFO – for a fraction of the cost of a full-time hire.
Services can include:
- Monthly Financial Review & Insights
- 12-Month Budget & Rolling Forecast
- Cash Flow Monitoring & Planning
- Profitability & Pricing Analysis
Strategic Planning Support
#3
Stress-free Tax Preparation and Filing
Coming Soon!
Why Work with Me?
Accurate, on-time financials you can rely on
Plain-language explanations so you always understand your numbers
Customized solutions built for your unique business needs
Transparent pricing with no surprises