• Set-up office and bookkeeping systems 
  • Accounting software conversions
  • Train business owners or office staff in efficient QuickBooks desktop or QuickBooks Online use
  • Prepare periodic payroll, tax deposits, quarterly and annual reporting
  • State and City Excise tax preparation

Health Insurance

  • Set up or update your application, or obtain quotes outside of the state exchange
  • Help shop for Medicare Advantage or Medigap and Part D plans
  • Help you evaluate your insurance options to choose the right kind of plan for your medical needs
  • Research answers to your insurance questions throughout the year
  • Shop for group insurance plans for your company
  • All of this at no cost to you, because the insurance companies pay for my services!


Human Resources

  • Ensure required legal documentation is in place
  • Write or update policy manuals
  • Place recruitment ads, screen resumes, conduct initial phone interviews
  • Check references
  • Conduct evaluations and exit interviews



  • Advise on paper or computer filing systems, including recommendations on using a scanner if you're ready to move toward a paperless office


Serving Whatcom, Skagit and San Juan Counties:

I work however works best for both of us.

  • In your office or mine
  • On your computer or my laptop
  • Online using remote technology so we can both view your computer screen, discussing, clarifying and teaching.
  • I visit San Juan Island at least monthly, and Lopez a few times each fall and again in late winter.

What you need, how you need it, and Just Enough to get the job done!