SERVICES
We offer fully customizable accounting services — from one-off questions to full-service monthly bookkeeping and advanced financial analytics to interim & fractional Controller services. Backed by Controller-level expertise and an MBA foundation, we give every business the financial clarity it needs to be scale efficiently.
BOOKKEEPING PACKAGES
CORE
$200-450
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Bank and credit card reconciliations
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Income and expense categorization
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Monthly financial statements
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Email and phone call access to Jillian
PLUS
$350-550
PRO
$550+
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Bank and credit card reconciliations
-
Income and expense categorization
-
Monthly financial statements
-
Email and phone call access to Jillian
-
Monthly meeting to recap findings and explore goals
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AR and AP tracking and review
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Bank and credit card reconciliations
-
Income and expense categorization
-
Monthly financial statements
-
Email and phone call access to Jillian
-
Monthly meeting to recap findings and explore goals
-
AR and AP management and support
-
Custom reporting (KPIs, regulatory compliance)
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Facilitate tax compliance with local CPA/tax preparer
FINANCIAL STATEMENT CLEAN-UP
Behind on financials for tax season, or need cleaner books for bank compliance? We'll review or build your prior years' transactions and financial statements from the ground up, so you can move forward with confidence.
CONULTING AND ADVICE
Need experienced financial leadership without the cost of a full-time Controller?
We provide interim or fractional Controller services, including financial oversight, month-end close management, cash flow monitoring, budgeting support, internal controls, and financial reporting. Whether you're navigating growth, filling a leadership gap, or strengthening your accounting function, you gain Controller-level expertise on an as-needed basis - giving you the insights and support you need to make confident business decisions.
Have your bookkeeping handled, but need expert-level expertise?
We are happy to jump in and help you with new process implementation, custom financial reporting, KPI tracking, or regulatory compliance! A lot of growing companies cannot afford controller and MBA-level expertise, but when you hire us on an as-needed basis, you get that!
Sometimes you just need to talk it through!
Our Call-a-Controller service gives you direct access to a seasoned controller to work through accounting questions, interpret financial data, or think through operational strategy — so you can make effective decisions. First 10 minutes are on us, then just $2/minute after that.
Hi! I'm Jillian,
an accountant and MBA that loves turning transactions into insights and financial statements into actionable metrics, so you can scale your business efficiently and effectively.
With 10 years in progressive accounting roles, and three years as a Controller, I'm passionate about giving business-owners the information they need to be compliant and make the best possible business decisions.
Most business owners are wearing multiple hats and juggling many demands, so it can be hard to find the time to do the bookkeeping, let alone review and glean insights from the financials. And that's where I come in!
(And if you're still reading this - I hoped you've noticed the fun colors and laid-back vibe I bring to accounting. In an industry with lots of stereotypes, I hope to bring a sense of whimsy and joy to the space. I want to make accounting less scary and more accessible to all business owners! :)
Let me help you take control over your finances!
Based in Portland, OR
(available remotely nationwide)
909-894-8565