Brooke J.

I help real estate investors and small business owners gain clarity, control, and confidence in their finances—with clean books, efficient systems, accurate reporting, and dependable business support. As a licensed CPA with over 12 years of experience, I bring practical solutions that improve accuracy, streamline operations, and reduce risk. In addition to core accounting and financial management, I assist with broader business management needs such as banking management, vendor management, cost reduction, and state and local compliance registrations and filings. I also support clients in monitoring for legal and/or compliance risks. Core Services Offered: - Accounting System Design & Software Integration - Bookkeeping & Monthly Close (Payroll, A/R, A/P, Sales Tax, Bank Recs) - Cash or Accrual Basis Accounting - Financial Reporting & KPI Dashboards - Budgeting, Forecasting & Cash Flow Management - Internal Controls, Risk Analysis & SOP Documentation - Banking Support, Vendor Management - Lender Management / Notes Receivable - Business Compliance Filings - Tax Readiness 📩 Let’s simplify your finances and help your business run more efficiently. Contact me today for a FREE consultation.