Mint Bookkeeping & monthly close
Transaction categorization, receipts, and a clean close each month with financial statements you can actually read.
Bookkeeping by a CPA, CMA
Keep your books in mint condition.
Mint & Ledger keeps small businesses reconciled, categorized and ready for tax time, so you always know where your money stands.
What you can count on
A real person on your books
Your transactions are categorized and reconciled by a real person who knows your business, not left to automated rules.
CPA review, every month
Before your books are closed each month, a CPA reviews them for accuracy. No month goes final without that review.
Deadlines you can count on
Your monthly close follows an established schedule with clear deadlines, so you always know when your reports will arrive.
Services
Everything your books need, handled.
Pick a monthly plan or bring me in for a one-time project.
Bank & credit card reconciliations
Every account tied out to the statement, with discrepancies found and fixed before they pile up.
QuickBooks Online setup & cleanup
A chart of accounts that fits your business, bank feeds connected, and old miscategorizations corrected.
Catch-up bookkeeping
Months or years behind? I'll rebuild the books from your statements so you're current again.
Accruals & journal entries
Accruals and adjusting journal entries recorded correctly so each period reflects reality.
Processes & procedures
Written bookkeeping procedures for your team, so the work is done the same way every time.
Industries
Who I work with.
Bookkeeping for small businesses across a range of industries, including:
- E-commerce
- Retail
- Restaurants
- Professional services firms
- Start-ups
- SaaS
- Design firms
- Wholesalers
- Law firms
- Franchises
- Construction
- Healthcare
Software
Fluent in the tools you already use.
No need to switch systems. I work in the software your business runs on today.
Accounting
- QuickBooks Online
- QuickBooks Desktop
- Xero
- Sage 50
- NetSuite
- Deltek Ajera
- BILL.com
Payroll
- ADP
- Gusto
- Paychex
- Paylocity
- Paycom
AI
- Claude
- Perplexity
- Copilot
CRM
- Salesforce
- HubSpot
- Bullhorn
How it works
From shoebox to closed books.
Free consultation
We talk through your business, your current setup, and what you need from your numbers.
Review & cleanup
I review your existing books and fix what's off so we start from an accurate balance.
Monthly close
Each month your books are categorized, reconciled and closed on an established schedule, with a CPA review before anything is final.
Reports you use
You get a P&L and balance sheet, plus a quick note on anything worth your attention.
About
A CPA in your corner.
CPACMA
Mint & Ledger is run by a CPA and CMA, and it was started to give small businesses the kind of careful, accurate bookkeeping that's usually reserved for much larger companies.
My background is in hands-on accounting operations: bank statement analysis, QuickBooks Online, accruals and journal entries, and documenting bookkeeping procedures.
When you work with me, you work with me directly, not a rotating team or an automated service. A CPA reviews your books every month, and every close has a set deadline.
Credentials
Qualified, licensed and accountable.
Licenses & certifications
- Certified Public Accountant (CPA)
- Certified Management Accountant (CMA)
Professional memberships
- Member, American Institute of CPAs (AICPA)
- Member, Tennessee Society of CPAs (TSCPA)
- Member, Institute of Management Accountants (IMA)