I don’t just “do the books.” I build structured financial systems — Fortune 500 discipline applied to your QuickBooks environment.
Duplicates, unreconciled accounts, or months (or years) behind — Catch-Up & Clean-Up gets you tax-ready before your CPA asks. No judgment, just a clear path forward.
Book Free Discovery CallEvery transaction assigned to the correct account so your P&L reflects your business — not a guess.
Every account balanced to the penny each month. No duplicates, no mysteries, no year-end surprises.
P&L and Balance Sheet delivered on schedule. Timely reporting is just as important as accurate reporting.
Growth: 15th workday · Premium: 7th workday
Documented safeguards that protect your business assets. The average cost of employee dishonesty is $125,000 per case.
Messy books, duplicates, unreconciled balances, or years behind? No judgment — just a clear path forward.
Streamlined bill pay, AR management, and payroll journal entries from your third-party provider.
Most business owners don’t know exactly what’s wrong with their books until tax time — or until they need financing. By then, fixing it costs more and hurts more.
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Book Diagnostic Review — $295 →Strategic financial services for capital projects, real estate, and complex business decisions.
For nearly two decades I reported on an Operations & Maintenance program of approximately $250 million per year — closing the books by the 7th weekday, every month, within ~1% of budget.
I bring that same discipline to founders with capital projects, complex real estate portfolios, and multi-entity structures — where a missed forecast has real consequences.
Budget vs. actuals for real estate and construction. CapEx vs. operating classification, project-level P&L.
Financial statements and schedules organized for lender review. Loan draw preparation and coordination.
Investment analysis for real estate acquisitions, franchise opportunities, and capital projects.
Formal budgeting, forecasts, actuals vs. budget, and variance analysis — the full BFR cycle.
Event-night settlements for artists, collectives, venues, and presenters — gross, costs, guarantees, and splits reconciled and recorded. More on the Creatives page →
Grant budgets vs. actuals, restricted-fund tracking, and funder-ready spending reports for creative and community projects.
Practical automation for the tasks that steal your morning. Built to help founders delegate more and focus on what only they can do.
An AI-driven morning summary of your email inbox — priorities, follow-ups needed, items to delegate, and your daily focus areas. Developed in Cowork. Free for anyone who books a Discovery Call.
Free with Discovery Call booking.
AI-assisted reminders for overdue invoices, reconciliation checkpoints, and financial deadlines.
Recurring transaction rules, auto-categorization, and scheduled report delivery in QuickBooks Online.
Start with a free 20-minute Discovery Call. We’ll talk about your business, your books, and the clearest path to clean, tax-ready numbers.
Already spoken with Peter? Book the Diagnostic Review — $295 →