From Business Owner to Bookkeeper
Before I was a bookkeeper, I ran a small food business. I know what it's like to close out a long day and still face a pile of receipts. I know how food costs creep, how vendor invoices stack up, and how tax season feels when the books are three months behind. That's exactly why I started Cedarline Financial.
I keep your books clean, current, and tax-ready — and when we talk about your numbers, I'm not translating from a textbook. I've lived them. I didn't start out in bookkeeping. I started out where you are — running a business, wearing every hat, and learning the hard way that the numbers don't manage themselves.
How We Work
We operate as a small, personal practice by design. When you call, you get me — not an account manager reading your file for the first time.
1. Free Consultation
A 30-minute call about your business, your books, and what you need. No pressure, no jargon.
Secure & Modern Tools
Behind the scenes, our team handles day-to-day transaction work with careful review before it reaches you. We work remotely using secure, cloud-based tools — QuickBooks Online, encrypted document sharing, and video calls — so whether you're in Madison, Jackson, or anywhere in Mississippi, working together is simple.
2. Books Checkup
We review your records, flag what needs fixing, and give you a written action plan — whether or not you hire us for ongoing work.
3. Ongoing Peace of Mind
If we're a fit, we take bookkeeping off your plate: monthly categorization, reconciliations, sales tax tracking, and reports you can actually read.
Our Core Beliefs
At Cedarline Financial, we believe that bookkeeping should be a partner to your business, not a burden. Our approach is built on transparency and a deep understanding of the realities of running a food business or a trade.
Plain-English Reporting
We believe financial reports should be clear and actionable. Our monthly summaries translate complex numbers into plain-English insights so you can make confident decisions without needing a finance degree.
Honesty Over Upselling
We prioritize your long-term health over a quick sale. If your books are in better shape than you feared, we'll tell you. Honest recommendations are the foundation of a lasting partnership.
Tax-Ready Books
Our standard is tax-ready books. We close your books every month so your CPA can hand them off without questions. This means accuracy, reconciliation, and compliance are our daily focus.
Recognized by Intuit as a specialist in QuickBooks Online, ensuring your business uses the most reliable financial software available.
Deeply grounded in the principles of financial integrity and professional accounting standards, ensuring your books are always accurate.
QuickBooks ProAdvisor
Professional Certified
Technical Authority
Expertise validated by industry standards and specialized software certifications.
Committed to excellence in financial software, providing the technical expertise your business needs to thrive in the digital age.
Specialized in the unique financial challenges of food businesses and trades, providing the technical expertise you need to grow.