Bookkeeping & Financial Clarity for Small Businesses and Founders.

I’m Stephanie Berwick, a finance professional with over 25 years of experience in accounting, financial systems, and business operations. After a long corporate career, I went on to build and run my own startup and I now help founders and small businesses gain clarity and control over their finances.

I don’t just keep your books clean - I help you understand them.

I help clients set up QuickBooks or Xero, clean up messy books, manage monthly books, and maintain clear financial reporting so they understand their numbers and can make better decisions. Each month includes a clear summary, key callouts (like changes in spending or revenue), and forward-looking insights so you know what’s coming next.

Let’s find the path to clean books, clear reporting, and simple financial systems so you can run your business with confidence.

Messy books? Reports not looking right?

The longer books stay messy, the harder (and more expensive) they are to fix.

“This is for you if…”

  • Your QuickBooks doesn’t match your bank

  • Your books are behind or messy

  • You’re not confident in your numbers

  • Balances are negative when they should be positive

  • Customer open balances are wrong

  • You don’t have time to deal with it

Get your books reviewed

Financial Services

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