Welcome to Joy’s Accounting and Insights

You started your business to follow a passion, not to get buried in spreadsheets. I help small businesses reclaim their time and gain control and understanding of their finances.

I specialize in meticulous bookkeeping that bridges the gap from daily records to understanding and predicting your finances. My services are designed for the business owner who values:

Accuracy: Professional bookkeeping and accounting that keeps you compliant and organized.
Analysis: Monthly reporting that explains the "why" behind your numbers.
Advisory: Financial planning and insights to help bring financial clarity and predictability.

By pairing day-to-day financial maintenance with high-level reporting and analysis, I help you understand exactly where your business stands today so you can decide where it goes tomorrow. Whether you need a clean set of books or a strategic advisory partner, I’m here to ensure your finances are your greatest asset, not your biggest stress.

Services

Bookkeeping

Full-Cycle Bookkeeping: Accurate daily transaction management and account reconciliation.
Review & Clean-Up: Professional deep-dive to fix errors and get your books tax-ready.
Compliance: Ensuring your financial records are organized.

Reporting & Analysis

Financial Statements: Clear monthly Profit & Loss, Balance Sheets, and Cash Flow snapshots.
Trend Analysis: Identifying patterns in your financials to catch issues early.
Custom Insights: Tailored reporting that explains the "why" behind your numbers.

Strategic Advisory

Budgeting & Forecasting: Planning for the future with data-driven predictions.
Cost Accounting: Analyzing product and service costs to maximize your profit margins.
Financial Planning: Strategic guidance to help you effectively deploy your time and money.

*Tax services are not available at this time

About Me

I’ve always been captivated by the way numbers tell a story, and for the last 20 years, I’ve made it my mission to master that language. I am a self-proclaimed accounting nerd with a knack for designing beautiful spreadsheets that do the heavy lifting so you don't have to.

My career began in the fast-paced world of public accounting and led me through the high-stakes environment of publicly traded manufacturing companies to the mission-driven world of non-profits. I’m a licensed CPA in Oregon and have worn many hats in both accounting and FP&A, including cost accounting.

I started Joy’s Accounting and Insights because I believe small business owners deserve the same financial sophistication as the big players. I genuinely love wading through transactions and creating custom spreadsheets that make sense of the chaos.

My favorite part of this work is helping small business owners unlock the mystery of their financials so they understand how their business has been performing, and can see how it will perform in the future. I thrive on helping business owners find ways to more effectively deploy their resources, enabling them to do more with their money and, more importantly, their time.

When I’m not diving into a spreadsheet or finding a missing cent, I’m likely spending time with my two daughters, who keep me just as busy (and happy) as a perfectly balanced ledger.

I love the stuff you hate, so you can trust me to do it well.

Ready to unlock your financial story? Let's chat.

Phone: 469.450.8394

Email: joy@joysaccountinginsights.com