Bookkeeping for small businesses
Threadline Bookkeeping keeps your finances accurate and up to date, and helps you build simpler, more efficient ways to run the back office.
Services
Choose ongoing support, a one-time project, or a mix of both.
Accurate books every month, so you always know where your business stands.
Behind by a few months, or a few years? I'll untangle the books and bring them current and organized, ready to hand to your tax preparer.
QuickBooks Online or Xero, set up right from the start, plus training so you and your team can use it confidently.
Reports built around the questions you actually ask, not just the standard templates.
Spend less time on repetitive financial tasks. I'll review how work gets done and streamline it, using automation and modern tools, including AI where appropriate.
How it works
Email me with a few details about your business and any questions. We'll set up a time to talk through where your books stand today and what you need.
I review your current setup and send a clear proposal outlining the scope of work and pricing.
We connect accounts securely, clean up anything outstanding, and set a routine.
You get reliable books, timely reports, and someone to ask when questions come up.
About
I help startups and small businesses keep their books and financial records accurate, organized, and easy to understand, so they can make decisions with confidence.
I bring 14 years of experience in accounting to every engagement, from monthly bookkeeping and cleanup to QuickBooks and Xero setup, custom reporting, and process improvement. I pair careful, detail-oriented work with a practical eye for process, finding where time is being lost and building simpler ways to get the work done. When you work with me, you work directly with me.
FAQ
Yes. Everything can be handled virtually, including meetings, document sharing, and access to your accounting software, so location isn't a barrier.
I work in QuickBooks Online and Xero, along with third-party apps like Ramp that connect to them. If you use something else, or nothing yet, let's talk. I can help you choose and set up the right tool.
I offer both hourly billing and flat monthly fees, depending on what fits your business best. After a free consultation and a look at your current books, I'll recommend the option that makes the most sense for the work involved, and you'll know how billing works before we begin.
My focus is bookkeeping. Tax preparation and tax planning are best handled by your CPA or tax professional, and audits, reviews, and other assurance work are performed by a CPA firm. I work alongside them, keeping your books clean and organized all year and providing the reports and records they need. If you don't have a tax professional yet, I can help with recommendations.
There's no limit. Whether it's a few months or several years, we'll scope it together and get you caught up step by step.
Send me a quick email with a few details about your business and any questions you have. I'll reply to set up a free, no-pressure consultation.
