How I Can Help
Whether you need the whole thing handled or just one task off your plate — working virtually across Oregon or in person locally — there's a way I can help.
Some people need me to come in and handle everything. Others just need help with one specific thing — payroll, a renewal, getting tax-ready. Both are welcome here. Start with a signature package below, or scroll down to see everything I can help with.
Local or Virtual — Your Choice
I work with clients two ways: virtually, anywhere in Oregon, and in person if you're nearby in the Columbia River Gorge — The Dalles, Hood River, and the surrounding area. Same care either way. You don't have to be down the street to work with me.
Three Signature Ways to Work Together
My most complete, done-for-you and done-with-you services.
Ongoing Support
Keep things clean and current.
Monthly Bookkeeping + Advisory Retainer
Ongoing bookkeeping, reconciliation, and reporting, plus regular check-ins so you always know where you stand. Priced to your business.
Starting at $350/month
Profit Leak Assessment
I dig into your finances, find where money is slipping through the cracks, and walk you through it on a 45-minute call.
$147 · includes a call
Do-It-Yourself & Free
Affordable tools and free checklists to start on your own.
Tax-Ready Business Toolkit
A step-by-step system to walk into tax season organized and confident — in 30 minutes or less.
$37 · Digital Product
Coming Soon
FREE
Tax-Ready Business Checklist
The 10 document categories every small business owner needs organized before tax season.
Free · Email Signup
Oregon Business Startup Resource Guide
Every key Oregon resource a new business owner needs, organized in one place.
$47 · Digital Product
FREE
Oregon Business Startup Checklist
Every major step to start an Oregon business, in the order it needs to happen.
Free · Email Signup
Everything I Can Help With
Don't need a full package? That's fine. Here's the full range of what I do — pick the piece you need, or combine a few. If you don't see exactly what you're looking for, just ask.
Bookkeeping & Financial
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Bookkeeping & cleanup
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QuickBooks setup & training
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Financial reporting
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Account reconciliation
Nonprofit Support
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Nonprofit bookkeeping
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Nonprofit formation & setup
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IRS form help for nonprofits (e.g. Form 8940)
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Grant research & support
Tax-Ready Prep
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Tax-ready prep & organization
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Getting your records ready to hand off to your CPA
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Help with specific IRS forms
Payroll
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Payroll support
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Quarterly payroll tax filing
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Annual payroll tax help
Business Setup & Renewals
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Business formation & licensing
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Oregon registration — EIN, BIN, permits
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Business license & permit renewals
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OLCC, health department & state agency renewals
QuickBooks
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QuickBooks setup from scratch
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Chart of accounts & bank connections
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Training so you can run it yourself
A note on scope: Rising Phoenix is a bookkeeping and business operations service — not a CPA firm or law office. I don't file tax returns or give legal advice. I get you organized, set up, and ready to hand off to your tax professional with everything in order.