Imagine what it would look like...
Imagine what it would look like...
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Do what brings you joy, instead of spending your evenings and weekends stressing about doing your books.
Invest in the creative side of your business, instead of spending your energy working on the financial side of your business.
Have all your tax documents in your inbox, ready to hand to your tax preparer BEFORE your tax deadline.
Know exactly how much profit you’re earning so that you can confidently make quick business decisions, rather than using your bank account as your guesstimate for how well your business is doing.
Enjoy more time and financial freedom, hold mental space for creativity, and experience peace of mind because you won’t have to worry about your finances.
Know exactly how much money you need to set aside each month so that you have enough to pay your tax bill when it’s due.
1:1 Call with Me
I am here to help you achieve your goals.
On this 1:1 Video Call, I will personally help you:
Give specific advice to your situation
Build a plan to reach your goals
Walk you through all of your accounting questions
and most importantly, help you reach your financial goals!
Monthly Bookkeeping Services...
Monthly Bookkeeping Services...
Includes...
Categorization of your monthly income and expenses, broken down by product and/or service. This will give you a clear picture of where you’re spending money each month and how much you’re spending in each category.
Clear & easy-to-understand reports delivered right to your inbox by the 15th of each month.
This data will be a powerful tool in helping you to plan ahead for expenses, make informed financial decisions, and create realistic budgets. Once you know where and how you’re spending money, tax time will become a stress-free experience for you and your accountant.
You won’t have to dread monthly bank reconciliations because I will do them for you!
One-on-one support: I’m always an email away when questions pop up!
Let’s chat!
Let’s chat!
Grab your favorite beverage, find a spot where you'll be comfortable sharing your financial concerns, and we will get to know each other over a 30-minute Zoom call. We will talk about your business, your top goals, and your priorities. I will share how my business can help you, we will discuss a realistic timeline for achieving your goals; and you may even be surprised to discover that your financial situation is not as bad as you think! Within a day or so after the call, we will email you a customized proposal that will be specific to your business needs.
I’m in!
I’m in!
After you accept the proposal, we will schedule a kick-off call where we’ll get to the nitty gritty details of your finances so that I can begin managing your books. This step will require you to grant me read-only access to your bank and payment processor accounts (Stripe, PayPal, etc.). During this call, we will also get you set up in Quickbooks, which is the accounting software that will be used to track your expenses and profits.
Let’s do this!
Let’s do this!
This is where your freedom begins! While you’re investing time and energy in your business, I’ll be spending my time fine-tuning your monthly finances. You’ll receive reports from me by the 15th of each month (ex., June’s reports will be available by July 15th). I’ll check in with you around the first of the month to follow up on any transactions that need to be clarified, but you can check in with me any time that you have questions or concerns.
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