Services

Welcome to Lakehouse Ledgers, where small businesses, estates, and individuals find reliable, professional, and personalized financial and legal support. With over 28 years of experience in bookkeeping, payroll, and tax prep—I’m here to help you stay organized, compliant, and stress-free.

    • Full-Charge Bookkeeping (Remote or On-Site)

    • Bank and Credit Card Reconciliation

    • Month-End and Year-End Closings

    • General Ledger Maintenance

    • Book Keeping Clean Up

    • Bill Entry and Vendor Payments

    • Invoicing and Customer Collections

    • Cash Flow Tracking

    • Payroll Processing (Weekly/Biweekly/Monthly)

    • Direct Deposit Setup and Tax Withholding

    • Federal and State Payroll Tax Filing

    • Employee Onboarding and Benefits Coordination

    • Federal and State Business Filings

      • Business Professional licenses  

      • Audit-Ready Books and Tax Compliance Review

    • Premium Audit Preparation (Work Comp and Liability)

    • Subcontractor Verification and Exposure Analysis

    • Audit Coordination with Agents and Underwriters

    • Public Event Budgeting

    • Financial Collaboration with Legal Teams

    • Budget Planning and Financial Forecasting

    • Financial Statement Review

    • Operational Efficiency Consulting (and administrative type support and guidance)

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