Done-for-You Bookkeeping
Bookkeeping isn’t one-size-fits-all—so I meet you where you’re at. Whether you need full-service support (bill pay, invoicing, reconciliations, payroll, tax filings, month-end/quarterly reviews) or just specialized help (like year-end prep or quarterly payroll returns), I customize the level of service to fit your business.
I also train and support your in-house office staff or bookkeeper—so whether you need a little help or a lot, I’m there to back you up.
✅ Flat monthly fee model – No hourly surprises. Just one predictable, all-inclusive monthly fee that makes billing (and budgeting) easy.
? Done-for-You doesn’t mean the same thing for everyone. For you, it might mean:
– I handle everything behind the scenes.
– I partner with your in-house staff to share the workload.
– Or I step in for higher-level support like month-end or year-end cleanup and reviews.
The end result? A bookkeeping system that works—and peace of mind knowing your numbers are accurate, current, and ready to use.
1:1 Coaching, Training and Support
Not everyone wants (or needs) full-service bookkeeping. Sometimes you—or your team—just need the right guidance to keep things on track.
That’s where my Coaching, Training and Support Services come in. I work directly with business owners, office managers, and in-house bookkeepers to provide training, feedback, and ongoing support.
With coaching, you get:
– Improved systems – Learn the best way to track income, expenses, payroll, and more – that fits what YOU need, not what fits in a generic little package.
– Valuable feedback – An experienced eye on your numbers to catch issues before they cost you and the guidance to straighten things out.
– Guidance & support – Practical advice that fits your business, not a cookie-cutter formula.
– Accountability – Consistent communication to keep you (and your team) on track.
? Coaching can be short-term (a few sessions to get set up) or long-term (ongoing training and support for your team). Either way, you’ll feel confident managing your books without the stress of guessing.
Strategy & Consulting
Numbers aren’t just for taxes—they’re your roadmap to better business decisions all year long.
Through Strategy & Consulting sessions, I help you step back from the day-to-day and look at the big picture. We’ll dig into your numbers, processes, and goals so you can grow your business with confidence.
For new businesses, we’ll cover things like:
– Choosing the right financial tracking system
– Registering locally and with the state and federal governments
– Understanding tax obligations and deadlines
– Setting up systems that maximize deductions from day one
For established businesses, we’ll focus on:
– Streamlining messy systems and processes
– The need to change things up with new/better software programs.
– Reviewing income and expense tracking
– Profit & Loss reviews for accuracy
– Identifying missed deductions and saving opportunities
– Organizing financials so you’re prepared for growth (and tax season)
? Because when you know your numbers, you know your business.
Which Call Is Right for You? Free Clarity vs. Fast Fix
Need clarity on your whole setup? → Go with the Free Biz Strategy Sesh– Focus: Big picture look at your business and bookkeeping setup
– What Happens: Review current setup, discuss challenges, explore options
– Best For: Business owners who want clarity on where they stand and next steps
– What You Get: Suggestions, guidance, and clarity on options moving forward
– Investment: Free – no obligation, no pressure
– Extras: Value no matter what—even if we don’t work together
Need one fast answer now? → Book the Blast Chat Call– Focus: One specific bookkeeping/back-office question
– What Happens: You ask, I answer—clear, direct, actionable
– Best For: When you’re stuck on one thing and need a quick solution
– What You Get: One clear answer, explained in plain English, with a next step
– Investment: $67
– Extras: High-value shortcut to save time, stress, and maybe your sanity
Have more than one quick question? → Book the Quickstart Call– How to get started tracking the numbers and doing the “books” for your business
– How to select and set up the proper systems
– What items are tax deductible for home based businesses
– How to determine an employee from a 1099 contractor
– Understanding Payroll
– Literally any business setup or bookkeeping question you have, we can talk about
– Not sure what to ask? Don’t worry – I know exactly how to pull the questions out of you – even the questions you didn’t know you had.