About Trim & Tally

Hi, I'm Allison

I've spent 30 years in accounting. About 15 of those years I was the controller for several hospitality properties, responsible for month-end close, reconciliations, management reports and the numbers owners relied on. Most of my career has been in hotels, restaurants and lounges. I've also worked in renovation-type construction and hotel construction, including stocking new properties' inventory from scratch.

On the oilfield side, I've done bookkeeping for rig-moving and power tong companies, worked for a time as a truck dispatcher, and once completed a safety self-audit for a company. I know how field tickets, trucks and crews turn into invoices, and how long it can take producers to pay them.

I've been the business owner too. For 5 years I owned and ran a liquor, convenience and homemade takeout food store in an old house I converted, and I designed and built its kitchen myself. I know the owner's side: inventory, liquor, food costs and the till.

That means I already know how a renovation job's costs pile up, how a hotel's or lounge's revenue and supplies move, what an oilfield job really cost once the trucks are back, and what a clean month-end looks like. You get bookkeeping done the way a controller would want it done.

Why email only

I work by email only, on purpose. Everything is in writing, so you have a record of every question, answer and decision, and you can reply when it suits you, not between jobs, during check-in rush, or from the field.

What I don't do

I am not a CPA and don't do audits, review engagements, tax planning or income tax returns. I keep your books accurate and current so your accountant can do their part quickly and for less.

Software

QuickBooks Online (recommended for job costing and inventory), FreshBooks and Xero.