other services
diagnostic review
catch-up & clean-up
consulting & special projects
Other services are availble to support your financial needs. These services are priced on a case-by-case basis based on the scope of work.
diagnosic review
An examiniation of current bookkeeping records to understand current practices and identify any issues or concerns.
catch-up only projects
Catch-up only projects are designed to get your books organized and caught up. Past income and expenses are entered and categorized to bring your records up to date.
clean-up projects
clean-up projects
Clean-up projects are a larger undertaking. The process includes catch-up, account reconciliations, chart of accounts clean-up, and issue resolution.
consulting & special projects
Reserved for other initiatives and projects, consulting and special project work is available and priced on a case-by-case basis.
what my clients have to say
"Penny is amazing to work with. In our first conversation, she sought to understand exactly what we needed and offered a set of solutions that matched what we were looking for. Her attention to detail is unmatched."
-co-founder of a cultural transformation firm that delivers powerful business results for a wide range of clients. Services provided: finance management, business success system
"Penny is professional with the expertise and attention to detail needed for complex projects. She communicates well, is on top of things and delightful to work with."
- principal of a strategic and creative marketing communications service. Services provided: administrative support
Penny is great to work with! She's helped me quite a bit with my QuickBooks and does everything in a timely manner. I appreciate her help, and it saves me quite a bit of time to have someone take this on.
-owner of a boutique-style group travel, curated with solo travelers in mind. Services: monthly bookkeeping
