Financial clarity
and owner empowerment.
I provide accounting and tax strategy services so that clients feel greater calm, clarity, and peace of mind throughout the year.
Feel confident in your numbers
Reduce financial stress
Plan growth with steadiness
If you’ve ever thought…
I’m not totally sure if my QuickBooks reports reflect reality…
I categorize transactions…but I worry something is still off…
My bank balance and accounting reports don’t always seem to match…
I want to take time away, but payroll and cash flow make me nervous…
I wish I wasn’t hit with year-end tax payments at year-end…what am I missing?
This may be a sign that you need help.
These can be normal pain points for a successful business owner who may be outgrowing the DIY approach to running the business.
A steady, supportive approach.
DIY bookkeeping, accounting, and tax planning is doable but also stressful and time-consuming.
As you grow, invest in your business by inviting in a CPA to help you plan throgh
Here’s how I can help you:
Validate what’s accurate
We confirm your financial records reflect what’s actually happening so that decisions aren’t based on distorted information.
Close the Gaps
We identify where small issues can compound into bigger pain points (coding, timing, missing items) and tighten the system.
Use the numbers to plan
We translate your numbers into decisions so that you can plan decision-making with an eye on optimizing business performance and owner take-home pay.
Test the waters with a free financial health check below.
It will only take 5 minutes.
Support that feels calm, clear, and competent.
Your business doesn’t need more complexity. It needs a financial system that feels reliable - especially as payroll and growth decisions get real.
“Beyond technical skills, Brigid is incredibly approachable and patient, creating a judgment-free environment where I feel comfortable asking questions and exploring my options. My practice is more organized, financially stable, and preparing for some new future growth. I couldn’t be more grateful for her support and would highly recommend her to any therapist or mental health professional looking for a knowledgeable and compassionate CPA.”
Ways I Can Support You
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Foundations for Owners
You’ll gain peace of mind that your books reflect reality.
You can keep doing the books or I can take them over. Either way, I’ll review each month and provide custom reports so that you have immediate clarity from the numbers.
Your books will be tax-ready at year-end.
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Scaling for Growth
Beyond peace of mind mind, you’ll start to learn through monthly strategy calls where we talk about your numbers and learn how to make better decisions from them.
More than bookkeeping, this is financial education through custom bookkeeping review, cash flow analysis, and systems support around more complicated topics like payroll.
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Owner Profit & Tax Strategy
I help owners take a holistic look at their income throughout the year - think self employment, W2, investment, and more - to plan for optimum year-round profit and tax strategies.
You can maximize profit, but you have to have clean books and be disciplined throughout the year.
You can strategize for tax season, but you have to plan proactively, not in a rush before April 15th.
How It Works
1
Request a discovery call.
Fill out the form so that I can review if my services may be a good fit for what you need. This will helps me learn more about your pain points.
2
Discovery Call
A 20-minute complimentary call is where we discuss your pain points in more detail and I can share more about how my services may be a good fit.
3
Scoping, Pricing, and Decision-Point
I require a basic data review to determine scope and pricing. The price is based on quality of your financial records and complexity of work involved within the tier of service.