HandiCount Bookkeeping logo

Bookkeeping that takes the stress out of your financials, stay organized, compliant, and accountable.

What I do

Full-service bookkeeping, handled end to end

Pick the pieces you need or hand over the whole set. Everything below is done by me - no outsourcing, no middleman markups.

  • Chart of Accounts setup

    Establish a clean and clear Chart of Accounts.

  • Business form filing

    Assist businesses with completing and filing forms such as IRS Form 2553.

  • Transaction categorization

    Every transaction coded correctly and consistently.

  • Bank reconciliation

    Accounts tied out to the statement each month.

  • Credit card reconciliation

    Card activity matched, no stray charges.

  • Monthly financial statements

    P&L, balance sheet, and cash flow.

  • Accounts payable

    Bill entry, scheduling, and vendor tracking.

  • Accounts receivable

    Invoicing and follow-up on what you're owed.

  • Payroll processing

    Runs, filings, and clean payroll entries.

  • Sales tax tracking

    Tracking and filing support by jurisdiction.

  • Catch-up bookkeeping

    Months or years behind? Brought current.

  • Bookkeeping cleanup

    Fixing miscodes, duplicates, and bad balances.

  • QuickBooks Online

    Setup, management, and Desktop-to-Online migration.

  • Expense tracking

    Know where the money actually goes.

  • Cash flow reporting

    Clear view of what's coming in and out.

  • Budgeting assistance

    Budgets built around real numbers.

  • Financial dashboards

    Easy-to-read KPIs and business insights.

  • Inventory bookkeeping

    Inventory and COGS kept accurate.

  • Job & project costing

    Profitability by location, job/project, or crew.

  • Year-end preparation

    Clean books handed to your CPA or tax preparer.

  • Receipt & document management

    Organized, audit-ready records.

  • Ongoing advisory

    A bookkeeper you can actually call.

  • 1099 preparation

    Prepared, filed, and distributed on time.

  • Multi-state permits

    Tax permit and business start-up licensing support across states.

For individuals & families

Personal finance help as well; not just businesses

You don't need a company to work with me. Plenty of clients are individuals who just want their money organized and a plan they can stick to.

A clean, reliable picture of your finances

Get your records organized so you always know where you stand.

  • Organizing receipts and financial documents
  • Separating personal, business, rental, or investment activity
  • Creating a consistent monthly financial routine

Turn transaction data into useful information

See where money comes from and where it goes, month by month.

  • Monthly income vs. spending
  • Spending by category
  • Fixed vs. discretionary / variable expenses
  • Organize recurring subscriptions and bills

Can assist with special situations

Handle income and records that fall outside a typical household budget.

  • Rental-property accounting
  • Self-employment or side-business income
  • Charitable giving records

A second set of eyes

Catch small errors and oversights before they become costly problems.

  • Duplicate charges
  • Forgotten subscriptions
  • Unexpected fees
  • Missing payments
  • Incorrect categorization
  • Cash-flow anomalies

Starting a Business

For aspiring entrepreneurs

Want to start a business but don't know where to begin? I help new business owners handle the setup details so nothing gets missed.

  • Applying for an EIN

    Get your federal Employer Identification Number set up correctly from the start.

  • Applying for a local business license

    Navigate city and county requirements so you're operating legally.

  • Registering your business name and logo

    Protect your brand identity while making it official.

  • Filing a fictitious business name statement

    Handle DBA filings and publication requirements properly.

  • Forming an LLC or corporation

    Understand entity options and get formation paperwork moving.

  • Applying for a resale or sales tax license

    Set up sales tax collection so you stay compliant and don't fall behind.

  • Setting up payroll

    Choose a payroll provider and process that keeps you audit-ready from day one.

  • Setting up a bookkeeping system

    Implement QuickBooks or similar software so your records are clean from the start.

Why HandiCount

Credentialed, hands-on, and easy to reach

  • Years of experience

    Accounting and bookkeeping across for - profit companies, nonprofits, and individual clients.

  • Master of Science in Accountancy

    plus a Bachelor's in Business Administration concentrated in Accounting.

  • The Right Software for the Job

    Platforms: QuickBooks, Wave, and Zoho Books Payroll providers: Gusto and ADP Bill pay: Bill.com and Melio ... and others

  • A direct relationship

    You work with me personally. No account managers, no middleman markups.

  • Stay Current, Not Just Compliant

    Books stay caught up all year, not just at tax time

  • Standards you can rely on

    Solid knowledge of GAAP and nonprofit/governmental accounting standards.

  • Your information stays protected

    Financial records are kept strictly confidential and handled with care. Nothing is sold or shared without your written permission.

  • Remote across California and the U.S.

    Serving individuals and businesses throughout California and the United States from a California-based, fully remote office.

How it works

Three steps to books you don't have to think about

  1. 01

    Free consultation

    We talk through your books, your systems, and what's actually causing headaches right now.

  2. 02

    Custom proposal

    You get a clear scope with flat-rate or hourly pricing — no surprise line items later.

  3. 03

    Ongoing monthly bookkeeping

    Books and finances are kept current, reports delivered each month, and open communication in between.

Flexible pricing that fits your business

I am flexible and can offer an hourly rate or a flat monthly rate once your books are established and the scope is clear. Every quote is built around your actual situation — transaction volume, account complexity, and cleanup needs — so you only pay for what you need.

Request a custom quote

CONTACT ME

Let's go over your bookkeeping needs and business services.

Tell me a little about your books or your personal finances and I'll follow up to set up a free consultation and business budget proposal.

Serving individuals / businesses in California and beyond, remotely.

What I'm looking for