Whether your QuickBooks is a total mystery, your books are months behind, or you’re ready to stop DIYing and hand it off completely, I’m here to help. These services are designed to meet you where you are, relieve the stress & worry, and finally make your numbers make sense.
Bookkeeping Support from Your Go-To Bookkeeping Bestie
Explore Full-Service Bookkeeping
“I’m ready to hand it all off.”
Check out Catch-Up & Clean-Up Services
“I’ve been DIYing, but it’s a mess.”
Start with QuickBooks Setup + Get Comfy with QuickBooks
“I’m brand new to QuickBooks.”
Choose your path:
Take a deep breath! You don’t have to have it all figured out. Just pick the phrase that sounds most like you, and I’ll point you to the support that fits best.
Not Sure What You Need? Let’s Figure It Out Together.
If QuickBooks feels like a mystery or your books are piling up, you're not alone. Many business owners start out overwhelmed, not knowing where to begin or which numbers actually matter. That's where I come in! I’ll clean things up, simplify your setup, and guide you through the process step-by-step, so you can finally feel in control and confident with your finances.
Let’s Get You Back on Track.
Feeling stuck in your books?
Feel free to ask questions and get custom feedback while you're getting up and running with QuickBooks.
I’m here for you with ongoing support for the first 30 days with email and video help if you get stuck.
30 Days of Support
You’ll no longer feel lost or confused about using QuickBooks, giving you the tools to manage your finances with ease.
Once the setup is complete, I’ll walk you through your new system and show you how to use QuickBooks effectively through the course.
On Demand Training
On Demand Training
Here's what you'll get...
You won’t waste time with unnecessary features and can get straight to managing your money the right way.
I’ll set up your QuickBooks account to fit your unique business needs, so it works perfectly for your operations.
Custom Setup
starting at $597
When you're brand new to QuickBooks, the idea of setting it up can be overwhelming. That’s why I’ve designed this service to guide you through the process in a simple, stress-free way. The QuickBooks setup is tailored to your specific business needs, ensuring that you start with a solid foundation. After your setup is complete, you'll receive training on how to navigate QuickBooks and make it work for you, so you feel confident doing your own bookkeeping moving forward.
QuickBooks Setup +
Get Comfy with QuickBooks
By the end of this service, you'll feel comfortable and confident using QuickBooks, knowing you’ve got a solid setup to grow your business from.
You’ll have peace of mind knowing I’m right there to help you troubleshoot, answer questions, and ensure you're set up for success.
This service is perfect if you're behind or just want to ensure your records are accurate, organized, and ready to help you make confident business decisions.
You’ll have a roadmap to keep your finances organized on your own, saving you time and stress in the future.
After the clean-up, I’ll provide you with a clear, actionable plan to maintain your books moving forward.
Customized Action Plan
You won’t have to worry about missing or incorrect transactions that could affect your tax filings or decision-making.
If there are any discrepancies, I’ll identify and fix them, ensuring everything aligns perfectly.
Error Corrections
You’ll no longer feel overwhelmed by piles of unorganized transactions, and your books will be accurate and ready for tax time.
I’ll categorize your transactions and reconcile your accounts to bring them up to date.
Organizing Transactions
Here's what you'll get...
starting at $200 per month
If you’ve fallen behind on your bookkeeping, you’re not alone. Life gets busy, and finances often take a backseat. My Catch-Up & Clean-Up services are designed to help you get back on track without judgment or stress. I’ll go through your records, organize your transactions, and ensure everything is categorized correctly. If there are any mistakes, we’ll fix them together, so you can rest easy knowing your books are accurate and up to date.
Catch-Up &
Clean-Up Services
With Full-Service Bookkeeping, you’ll be able to focus on what you do best-running your business-while we handle your finances with the utmost care and accuracy.
You’ll never feel alone in the process. I’m here to help with questions, guidance, or just to offer reassurance as you grow.
You’ll have access to regular check-ins and support to make sure everything stays on track.
Ongoing Support and Consultation
You won’t have to scramble or stress during tax season—your books will be ready to hand over to your CPA or file on your own.
Keep your books up to date all year, so you have everything you need when tax time rolls around.
Tax-Ready Books
Understand the financial health of your business so you can make smarter decisions about growth, investments, and expenses.
Get monthly financial reports, P&L statement & balance sheet, along with a quick video review.
Comprehensive Financial Reporting
No need to spend hours trying to catch up at month's end. Everything will be organized and ready when you need it.
We’ll categorize all your transactions each month, so your books are always current.
Monthly Transaction Categorization
Here's what you'll get...
starting at $400 per month
As your business grows, managing your books on your own can start to feel overwhelming. That's where my Full-Service Bookkeeping comes in. We take care of everything from categorizing your transactions to preparing your financial reports each month. Whether you’re handling more clients, growing a team, or simply too busy, we’ll ensure your books are always up to date and ready for tax season.
Full-Service Bookkeeping
If you’re ready to stop guessing and start feeling confident with your money, I’m here to help. Whether you’ve got a specific question, need some guidance, or are ready to get started, booking a discovery call is the perfect first step. No obligation, just a friendly conversation about how I can support you.
