Bookkeeping, Payroll & HR Compliance for Churches and Private Schools

Your mission is serving your congregation or your students. Mine is making sure the books, payroll, and paperwork behind it are done right, so you can focus on what matters most.

How I help

Financial
Monthly bookkeeping, catch-up and cleanup, QuickBooks setup, donation and fund tracking, and board-ready financial reports and budgets.

Audit preparation
Organized records and documentation so your books are ready for a CPA review or audit.

Payroll
California-compliant payroll setup and processing, pay stubs, sick leave tracking, and reporting.

HR & compliance
New-hire onboarding, required California notices, employee handbooks with signed acknowledgements, and employee file organization.

Staff training
Injury and illness prevention and workplace violence prevention training, with completion certificates and a tracker that shows who’s current and who’s due.

Office systems
Written procedures (SOPs) and simple automated forms, so your office runs smoothly even when staff change.

Why work with me

In a free 30-minute conversation, we’ll look at where your organization stands on bookkeeping, payroll, and California requirements, and what (if anything) needs attention. No pressure and no obligation.

Does this sound familiar?

• The books are behind, or no one is quite sure they’re right

• An audit or CPA review is coming, and the records aren’t ready

• The board wants clear financial reports and a budget

• New hires need paperwork, but it’s unclear what California requires

• Staff safety and workplace violence prevention training hasn’t been done or tracked

• The office runs on one person’s memory, and nothing is written down

Start with a free compliance check

I’ve spent years in public and private accounting at CPA and EA firms, and today I support a private school and a church with exactly these needs: audit preparation, board reporting, onboarding systems, and compliance training. I understand how small organizations work: limited staff, tight budgets, and a lot on everyone’s plate.