My Mission is to help small business owners be organized,
free of stress at tax time, and
sleep better knowing their financials are taken care of.
Where to begin...
I know more than anyone that the first step can be the hardest.
I promise, this will be easy and fun!
If you've been tracking your numbers but not 100% sure if your on the right track.......
Start with a file health check and we will give you an honest opinion of where you need to go from there.
If you haven't started bookkeeping at all yet- no worries at ALL.
The DIY option and a custom consultation would be the best place to start.
Remember, Rome wasn't built in a day and you are here now, so take a deep breath.
Let's save you TIME - MONEY - FRUSTRATION
File Health Check
Let's Review What's Working
We will take a look at your current processes for bookkeeping and audit what is working and what could be better for you.
See If We Can Help
We are not into taking a clients money if we do not think we can help. This is a very important 1st step! We want each client to know they are getting a ton of value in our services. This file health check gives us insight into your current record keeping and see if we can help make it better!
Catch Me Up Bookkeeping
Months Behind?
After we dive into what is working and what is behind, we will discuss a detailed plan to catch you up. You'll need the File Heath Check to get started.
Get Ready For Tax Time
Yes, dreaded tax time. We understand that sometimes you go a whole year without thinking of reconciling (verifying that the amounts recorded in the company’s books match the corresponding financial transactions) until it's tax time and the accountant needs it. WORRY NO LONGER, we will have everything completely ready for you to turn over clean, concise, and tidy set of finances.
Monthly Bookkeeping Package
Check bookkeeping off your to-do list!
Sometimes you just need a little assistance in getting your files, paperwork, and systems set up and organized so that you can run a streamlined business. We provide custom solutions to help you get everything under control.
Add-On's
An add on to the monthly bookkeeping can be:
Payroll
A/R
1099 Filings
Business Coaching
Clarity & Planning Session
Clarity In Business
Sometimes when running a business we are bogged down with the day to day. Visualizing the strategies that will grow our business is hard when you are overwhelmed
Planning Support
It's like a best friend for your business. The unwavering support when you need it and the tough love when you can't see what's right in front of you.
Finding your people and using the knowledge of others . . . PRICELESS.
DIY OPTIONS
Want to try DIY Bookkeeping First?
Download this 3 year bookkeeping tracker for a quick win!
This comprehensive bookkeeping spreadsheet is designed to help you track your income and expenses, allowing you to see exactly where your money goes and where you can save.
Let's get you on the path of business bliss with this 'Bookkeeper Tracker' that eliminates those bottlenecks in your business.
This guide will help you:
SAVE YOU TIME
SAVE YOU MONEY
SAVE LOT'S AND LOT'S OF FRUSTRATION AT TAX TIME
Bookkeeping (3 yr) Tracker
Easy to use Google Sheet to track all your numbers and present an organized business at year end.
100% risk free - 30 day money back guarantee
Here's what you get:
10 page Google Sheet, ready for you to add your numbers
3 Years set up for you to track
Monthly Checklist
Income/ Expense Graphs Done for you
Your Numbers organized for your year end (without stressing about where everything is! )
Total value: $299
Today Just $79
Business Plan Template
Build a business plan you can be proud of
100% risk free - 30 day money back guarantee
Here's what you get:
Fill-In-The- Blanks Business Plan Template
Financial Plan Template FREE
You'll get HOURS OF TIME BACK
Make your business look like a "real" business with these templates
Total value: $99
Today Just $19
"Best purchase ever!"
" I feel legit now, It was easy to add my information and organize my thoughts about my business "
Still not sure what you need??
Let's chat!
Click the link and schedule a 30 min. discovery call and we can talk through your situation
You started this business because you have an idea that lights you up!
Let's get you excited about it again
ABOUT ME
Queen of numbers & organization (it's weird, I know, but it's my thing!). I love helping small business owners make sense of their numbers so they can make the right decisions that help grow their business.
We offer customized packages for handling all of your bookkeeping needs. We are QuickBooks Pro Advisors and provide training and consulting to our clients, if needed.
Let's connect! Drop me a message on Facebook, or schedule a free Discovery Call.
I'm on a mission to help business owners, just like you!
