About Us

Helping small business owners stay organized, understand their finances, monitor profitability and gain peace of mind through accurate, reliable bookkeeping.

Jan Schwartz

BA Business Administration

Intuit Academy Professional Certificate

For more than 20 years, I have worked in leadership and operations roles across service-based businesses. As an owner and operations manager of a successful salon, I manage all the financial administration for the business, including bookkeeping, payroll, expense tracking, and financial reporting. My experience running a small business gives me a practical understanding about what small business owners really need, accurate, organized finances with clear information and advice to support better decisions.

Over the years I have worked closely with many small business owners and entrepreneurs, and one common challenge I see is that bookkeeping often becomes overwhelming or gets pushed aside while owners focus on servicing their clients. I take the burden of managing your books off your plate by providing reliable bookkeeping support that keeps everything organized and up to date.

My approach is simple; provide accurate bookkeeping, maintain organized records and help business owners clearly understand the financial side of their business.

When you books are organized and up to date, you gain the clarity and confidence needed to make better decisions.