01
Bookkeeping Services
Accurate transaction tracking, reconciliations, categorization, reporting, and ongoing bookkeeping designed to give you confidence in your numbers.
Bookkeeping • Tax • Advisory
Your numbers should make business easier.
Behind on your books? Dreading tax season? Not sure what your numbers are actually telling you? Streamline Ledger gives small business owners and individuals practical, flexible support—from catching up the books to preparing taxes and building a plan for what comes next.
What I do
Financial clarity without the one-size-fits-all package.
Every client has different needs. Your support should be built around your goals, your business, and how involved you want me to be.
02
Small Business Support
Set up the right financial habits from the beginning, keep personal and business activity separate, and build systems that can grow with you.
03
Tax Preparation & Planning
Prepare for filing season, keep better records, identify planning opportunities, and build a strategy focused on staying organized and meeting your obligations.
The Streamline approach
A plan first. Then the right level of support.
Good financial support starts with understanding where you are and where you want to go—not with selling you a package you don't need.
01 / DISCOVER
Start with a conversation
Tell me what is working, what isn't, and what you want your finances to look like.
02 / PLAN
Build the roadmap
We identify priorities, clean up what needs attention, and define a practical plan.
03 / SUPPORT
Choose your level
Monthly double-checks or ongoing hands-on support—the choice is yours.
04 / GROW
Adjust as life changes
Your business and goals evolve. Your bookkeeping and tax support can evolve with them.
20+
years of business experience brought to the table for small business owners and individuals.
Why Streamline Ledger
More than a bookkeeper. A partner who understands business.
Justin Cannon, EAFounder, Streamline Ledger
I hold master's degrees in Business Administration and Accountancy and have spent more than 20 years working in the business world. That experience shapes how I approach your books: numbers are not just records—they are information you can use to make better decisions.
Whether you're launching an LLC, trying to get your books caught up, preparing for tax season, or simply wanting a clearer picture of your financial future, the goal is the same: make your finances easier to understand and easier to manage.
Built around you
Flexible support for businesses and individuals.
For Small Businesses
From new LLCs to established businesses that need better financial organization.
- Bookkeeping and transaction tracking
- Monthly reconciliation and financial review
- Business/personal separation guidance
- Tax preparation support and planning
- Ongoing support at the level you choose
For Individuals
Tax support and financial organization with a focus on your goals for the future.
- Individual tax preparation
- Tax organization and planning
- Help understanding your financial picture
- Goal-focused planning conversations
- Practical support without unnecessary complexity
Sound familiar?
You're not the only one saying this.
These are the real frustrations I hear from business owners. Every one of them has a fix.
"I'm so far behind on my taxes I don't even know where to start. I have all these letters from the state and the IRS."
The fix: The letters are scarier than the solution. We'll work through the notices together, get your filings caught up step by step, and put a system in place so it never piles up again.
"I spend so much time running my business that the paperwork only happens late at night — instead of spending time with my family. There has to be an easier way."
The fix: There is. Getting set up in QuickBooks can seem daunting, but with a clear plan the catch-up becomes structured and routine — and your evenings go back to your family.
"Business is going well, but I'm not really sure how much I'm paying myself. I've just been using the business account for personal things. I have an LLC, but I might be doing it wrong."
The fix: This matters more than most owners realize — mixing business and personal funds can invalidate your LLC protection. You have to treat a business like a business. We'll separate things cleanly and set up a proper pay structure so you always know where you stand.
"I want to expand, but I'm not sure it makes sense in the long run. I only look at my financials maybe once a month, so comparing where I am to where I want to be is hard."
The fix: You can't plan growth on once-a-month guesswork. I'll build you clean, current financials so the expansion decision is based on numbers — not gut feel.
If any of this sounds like you, let's talk it through.
Book a Free ConsultationLet's talk
Start with a free consultation.
No pressure and no obligation. Tell me a bit about where you are and what you need, and I'll get back to you promptly to discuss next steps.
✓A clear-eyed review of where your finances stand
✓The one thing most likely costing you money right now
✓Practical next steps — whether you hire me or not