“I Don’t Even Know Where to Start”
“I Need Someone to Just Handle This”
“Everything is Half Done”
I help individuals and small businesses figure out what needs to be done and take care of it.
My Approach
Collaborative
I believe the best work happens when there’s trust and open communication. I work closely with you to understand what you need support with and how you prefer to work, stepping in where things feel overwhelming or time-consuming.
My role is to support you with clarity, organization, and steady follow-through, so nothing important falls through the cracks.
Thoughtful & Detail Driven
My approach is thoughtful and detail-oriented. I take the time to get things right, making sure systems, documents, and processes are handled carefully so you can move forward with confidence.
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25 Years of Experience
Small Businesses, Entrepreneurs and Individuals/Families
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Process Oriented
Workflows and Documentation
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People First Approach
Thoughtful, Inclusive & Empathetic
Small Business “A”
Situation:
No formal financial or bookkeeping systems in place, resulting in nonexistent tracking of income, expenses, and contractor payments.
Outcome:
Implemented a structured bookkeeping system and payroll tracking process to ensure accurate financial reporting, clear contractor time tracking, and reliable payment records.
What Can You Do For Me?
Individual "Mary”
Situation:
Over 5 years of delinquent taxes due to a lack of organized personal financial records and catastrophic health issues.
Outcome:
Compiled and entered all personal income and expenses into accounting software to generate accurate P&L reports and establish a repeatable personal accounting workflow.
Small Business “B”
Situation:
No administrative staff in place to manage operations, including bookkeeping, payroll, and HR processes.
Outcome:
Reviewed and corrected prior-year bookkeeping and established operational procedures covering HR policies, payroll, tax reporting, and day-to-day administration.
What Clients are Saying
"Joanne has been instrumental in managing our small business finances and operations. She set us up with QuickBooks, identified discrepancies between our POS and bank account, and quickly mastered our operational software (CRM, membership management, and more). Detail-oriented, process-driven, and reliable — she's exactly what a small business needs."
Emily, WTF Boxing & Fitness Studio
"Filing overdue taxes while drowning in paperwork felt impossible — until I worked with Joanne. She organized everything, set up a bookkeeping system, and communicated thoughtfully throughout. She lifted a burden I couldn't carry on my own.."
Kim, California
FAQs
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We begin with a brief introductory conversation to understand your situation, goals, and timeline. From there, I’ll outline recommended next steps and confirm whether we’re a good fit before any work begins.
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Rates vary depending on the scope, complexity, and duration of the work. After our initial conversation, I’ll provide clear pricing and options so you can make an informed decision—no surprises. I work primarily with small clients, so I’ll always consider your budget when pricing out a project.
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If you’re feeling overwhelmed by administrative, financial, or operational tasks and want thoughtful, organized support, this is likely a good fit. If I’m not the right person for your needs, I’ll let you know and help point you in the right direction.
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Initially, I’ll need access to relevant documents, accounts, or information related to your project. I’ll guide you through exactly what’s needed and keep requests as streamlined and manageable as possible.
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Collaboration is structured, transparent, and respectful of your time. I handle the details and coordination while keeping you informed with regular updates and clear communication. You’ll always know what’s happening and what—if anything—is needed from you.
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Mostly small businesses, freelancers, and individuals — though I'm open to larger clients depending on the scope and fit.
Get in Touch!
Book a free 30-minute consultation to talk through your operational and administrative needs.
