I’m not your typical bookkeeper.
I’m your “make this make sense” partner.
My services are designed so you get clean data + powerful dashboards, and a business you actually understand.
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🐾 Tier 1 — Dashboard-Ready Maintenance
For solo pet pros who just want their data cleaned up so the dashboard tells the truth.
Includes:
• Monthly bank & credit card reconciliations
• Monthly expense categorization
• Light, behind-the-scenes cleanup to keep your dashboard accurate
• Minimal communication required — I work quietly in the background
Why Tier 1 works:
You still DIY or keep your current bookkeeper — I simply maintain the data so your dashboard stays accurate.
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🐕 Tier 2 — Clarity + Clean Data
For pet pros who want simple, visual clarity every month.
Includes everything in Tier 1, plus:
• Monthly Financial Clarity Summary (easy-to-read insights instead of 20 QB reports)
• Notes on anything that impacts your dashboard trends
• Optional quarterly check-in (email or async; no calls required)
Why Tier 2 works:
You get the dashboard AND an explanation of what’s happening — without drowning in spreadsheets.
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🐩 Tier 3 — PetPro Growth Dashboard + CFO Lite
For the pet business owner ready for “ohhhh now I get it” decision-making.
Includes everything in Tier 2, plus:
• Monthly advisory insights (profit margins, pricing, red flags, trend notes)
• Custom KPI tracking tailored to your pet niche
• Recommendations based on dashboard patterns (not generic bookkeeping)
• Optional Voxer/async access for quick guidance
Why Tier 3 works:
You’re not buying bookkeeping.
You’re buying analysis, direction, and clarity — the things that actually grow your business.
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📊 Dashboard Add-On — “The Clarity Board”
The heart of everything I do.
This is not a QuickBooks report.
This is your entire business — simple, visual, and finally understandable.
What’s included:
• Clean, visual dashboard built specifically for YOUR pet business
• Updated monthly with fresh reconciled data
• Income, expenses, trends, owner pay, and profitability at a glance
• Integrates with QuickBooks for seamless updates
• Designed so you don’t need to run another report ever again
Why pet pros love it:
It turns your numbers into something you can actually use to make decisions.
Your books become a tool — not a stressor.