Process Overview

Process Overview

Initial Consultation

I start by scheduling an initial consultation to discuss your business needs and goals. During this meeting, I'll assess your current financial situation and identify areas for improvement.

Customized Plan

Based on my assessment, I'll develop a customized plan tailored to your specific needs and objectives. Whether you need help with day-to-day bookkeeping tasks or more strategic financial planning, I'll create a plan that works for you.


Once the plan is in place, my team will get to work implementing it. This may involve setting up accounting software, organizing financial records, or conducting a thorough cleanup of your books.

Ongoing Support

My services don't stop once the initial plan is implemented. I provide ongoing support and guidance to ensure your finances stay on track. Whether you have questions about your financial reports or need assistance with tax preparation, I'm here to help. 

The financial world of restaurants and retail can be complex, but my Clearwater Bookkeeping Service has got you covered. I focus on accounting for these industries. With over 17 years of experience and a team of dedicated professionals, I am committed to helping your business thrive financially. From bookkeeping and accounting to tax preparation and financial consulting, I offer comprehensive services to support your success.

Tailored Solutions for Retail Businesses

In addition to my restaurant-focused services, I also provide comprehensive retail accounting services designed to optimize financial performance and streamline operations for retail establishments. Whether you own a boutique shop or a large retail chain, my team can help you manage your finances more effectively, allowing you to focus on growing your business.