Gain confidence in your business finances to make informed decisions, stay organized, know your profits and pay yourself what you deserve.
Financial freedom starts here with education and collaboration.
Monthly Bookkeeping
As a business owner, knowing your numbers is everything and being in the dark around your finances causes stress, confusion around taxes, and a lack of data to back up business decisions.
When you’re unsure how much you’re making and whether or not you can pay yourself, the stress piles on.
With this monthly service, you will have peace of mind that your bookkeeping is done properly and your taxes are compliant. You will no longer need to spend time worrying about your finances, you’ll know what your profits are, what services are generating the most revenue, where you can cut expenses, when you can afford employees or team members, and where your money is going.
You will have me guiding you through the best strategy to save money so that you can invest it back into your business and your life — which could mean paying yourself a worthy paycheck for the first time ever.
Quite simply — knowing your numbers = more profit = more time, more impact & more freedom.
Get ready for maximum clarity.
Optional add-on: Tax Preparation & Strategy
I'm Ready To Know My Numbers >
Package Includes:
Tax Preparation & Strategy
There are limited spots for this service if you’re not a bookkeeping client. Tax prep spots are on a first-come, first-serve basis and include quarterly tax estimates and end of year tax filing.
This service is only offered as an add on to monthly bookkeeping at this time.
Xero Clean-Up/Catch Up
A one-time service to get caught up for your quarterly or annual taxes, or if you are applying for a loan or a grant. If you’re not currently using Xero and you’re DIYing your books, we can convert you to Xero as it integrates better with software systems most online business owners are using like Stripe, Dubsado, Honeybook, and more. This allows you to integrate more easily and gain more insight around your finances faster.
1:1 Consultations
One 60-minute strategy call for you to ask me anything related to your business finances, bookkeeping, accounting, or decisions around how to legally set your business up in a way that will save you during tax season. You will receive a summary from the call, including any recommendations. This is perfect for you if you’re not ready to hire a full-time bookkeeper.
Frequently Asked Questions
What is the benefit of bookkeeping?
Will you need access to my bank accounts?
What if I'm behind on my bookkeeping?
What can I expect from the monthly bookkeeping process?
Can my bookkeeping be done at tax time?
Do you file taxes?
Wondering what it would look like to have a CPA on your team?
Let's chat and see if we're a good fit. I love would love to get to know you, your business, and hear about your goals for the future.
Hiring a bookkeeper is a long term relationship and I believe in making sure you'll enjoy working with me.
