Judgement-free bookkeeping and financial coaching for small business owners who want to take control of their money — without feeling stressed by their books.
You know there’s money coming in and going out, but you’re not sure how much. You dread tax time, and the thought of organizing all your business finances is daunting.
You know you need to get your financial situation under control, but the last thing you want to do is balance your books!
You’re in the dark when it comes to your money, but you’re nervous about flipping on the light.
If you hear the word “bookkeeping” and want to run away, you’re not alone. But what if your books were your greatest asset, instead of your greatest enemy? What would your life be like if you had complete control of your finances?
Feel prepared at tax time, instead of scrambling to organize your finances and receipts.
Spend more time on the areas of your business that you enjoy most.
Gain the freedom to make big decisions — like hiring an employee — without worrying about whether you could afford it.
Never again feel financially trapped when the unexpected happens, from a slow month in business to a surprise expense.
Pay yourself a consistent salary - every single month.
As a licensed CPA, bookkeeper, financial coach, and small business owner, I’m in a unique position to not only “do your books”, but also offer valuable insight into what those numbers mean and how to use them to achieve business and personal goals.
Categorize income + expenses
Reconcile up to 3 accounts
Monthly financial reports
Quickbooks subscription
Unlimited email + phone support
Categorize income + expenses
Reconcile up to 2 accounts
Quarterly financial reports
Quickbooks subscription
Unlimited email + phone support
Bookkeeping package PLUS:
Monthly coaching for personal finances
Budgeting spreadsheet setup
Financial goal setting
Support with money mindset, debt management strategies, healthy financial habits, & more