
Keeping records shouldn’t be difficult – let’s work together
Accurate, reliable, and stress-free bookkeeping
About Me
Hi, I’m James – founder and owner of Lean Green Books. I started this business after spending nearly a decade in accounting and finance roles in New York City, where I worked with CFOs, executives, and business owners across industries.
I earned my bachelor’s and master’s degrees in accounting and finance from Florida State University and hold an active CPA license. My career began at Deloitte, where I audited Fortune 500 companies and private equity firms. From there, I joined Alvarez & Marsal’s Transaction Advisory Group, guiding CFOs through buy- and sell-side due diligence. Later, I transitioned to Warner Music Group, where I helped evaluate global artist deals and presented financial reporting to the CFO and Board of Directors.
These experiences taught me what business leaders really need: timely, accurate books and clear insights that support better decisions. That’s why I established Lean Green Books – to bring that same high-level financial discipline to small business owners without the corporate overhead.
Outside of work, you’ll usually find me in the kitchen experimenting with new recipes, at the gym, traveling abroad, or playing piano and guitar.
If you’re looking for a bookkeeper who goes beyond the basics – someone who understands the big picture and can free you up to focus on growth – I’d love to connect.
Services Offered
Basic Services
Ideal for small business owners needing clean books and taxes filed with no frills:
Categorization of transactions
Monthly bank & credit card reconciliations
Monthly updated P&L + Balance Sheet
Tax filing at year-end
Intermediate Services
Adds insights without the full CFO lift. All Basic Services plus:
Accounts receivable & payable management
KPI Dashboard (customized per client)
Budget variance tracking (if applicable)
Advanced Services
For 7-8 figure businesses needing strategic financial guidance. Basic and Intermediate Services plus:
13-week cash flow forecasting + working capital analysis
Annual budgeting + monthly forecasting
Monthly financial presentation to owners/investors
Strategic guidance on pricing, margin improvement, hiring, capex, and balance sheet management
Payroll review
Schedule a complimentary consultation today and receive a free quote within 24 hours
Questions?
Think we might be a good match, but not ready to schedule an appointment just yet? Feel free to send me any questions and I will be in touch shortly