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NOT YOUR GRANDPA'S BOOKKEEPER

A modern bookkeeping firm designed to relieve you from the burden of bookkeeping, so you can elevate your biz to the next level, without going next-level crazy.

 
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Get More Done

Check bookkeeping off your to-do list. Because let’s be real: you have way better things to do than reconcile your bank accounts (like, you know, write killer content, record your next podcast, and rock out on Facebook Live).

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Make More money 

Ready to make big money? Hire a pro so you can better understand your financial position.  Start making the big decisions you need to make to take your small business to the big leagues with total confidence.

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Relieve the guilt

Put an end to the bad biz guilt. No more procrastinating with the things you hate to do. Stop staying up at night worrying about #allthethings. Because you didn't become an entrepreneur to classify your receipts. 

 

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JUST BECAUSE YOU CAN DO IT ALL

doesn't mean you should

 

What if you could stop feeling overwhelmed, guilty and up-all-night anxious over the things you need to get done.  You know the saying:  Stop working in your business and start working on your business.  

Listen, you’re doing a lot – and I love ya for it! – but you're not sure you’re doing it right.

It’s all becoming too much and you're starting to dread being a business owner.

Say bye, bye, bye to the burden of your bookkeeping.
 

Services

Accounting software setup – Need set up on QuickBooks Online for the first time, or switch you over from your previous provider

Monthly bookkeeping – Every month all your financial transactions are classified and reconciled to the bank statements 

QBO Monthly Subscription Fee – Yep, this fee is on me, every single month!

Three monthly customized financial statements – including Profit and Loss, Balance Sheet and Statement of Cash Flows

Monthly activity report – You’ll get a “highlights reel” including key metrics to help measure business growth (which I will ALWAYS explain to you, in detail)

60-minute monthly call to review financial performance and discuss strategy – This isn't your ordinary bookkeeping service, Every month or quarter, we’ll hop on the line for ongoing financial consulting/coaching. This 60-minute virtual session is where I’ll break down and give advice on your financial statements, work with you to set and stick to a budget, measure your progress against industry metrics, come up with a growth strategy and whatever else we decide your unique business needs to thrive financially. (If you're an introvert and prefer a written Q+A, I get ya!)

Unlimited email support between sessions so you can get your questions answered, and concerns quelled. 

Quarterly and annual reporting to your CPA to aid in tax preparation – When first quarter rolls around, you won’t have to do a thing. Yep – you can literally just tell your CPA to call me for the details. It’ll all be handled for you as I act as a liaison between you and your CPA at tax time.

Investment

I offer my clients a customized package based on their needs and budget.  Click the get started button below, complete a quick survey, and let's have a chat to see how I can serve you and your business.

 

FREQUENTLY ASKED QUESTIONS

 

+ Do you charge an hourly rate?

No, because I believe the ability to forecast your costs is critical to running your biz. A flat monthly fee makes it easy. You'll know exactly what your monthly cost is. No surprises, no gimmicks. Because surprises are for birthdays, not bookkeeping.

+ If I hire you as my bookkeeper, do you have any certifications or credentials?

Why yes - I do. I have an undergraduate degree from the University of Alaska Anchorage in Accounting. (Yep, Alaska - I was born there.) I held a CPA from the state of North Carolina for 8 years. I'm a Certified Quickbooks Online Professional. I'm an AICB qualified bookkeeper with the ICBUSA (Institute of Certified Bookkeepers). But more important than all that paper, is that I'm real-world certified. I've worked in finance in one capacity (including bookkeeping) or another for over two decades. Plus I've owned two online businesses. So I get you (and your numbers).

+ What if I'm just starting my business and the fee is too high?

I get that. And truth-be-told, if you're a biz baby with a bootstrap budget, hiring a bookkeeper may not the best use of your start-up dollars. Let's chat and figure out what I can do to help you create time for a minimal investment and then we'll level up from there as you continue to grow.

+ I'm way behind on my bookkeeping. Can you help me get caught up?

Yes, I can. Let's chat to figure out the best path forward to get you up to date, pronto.

+ Do I have to sign a long-term contract?

Nope, only a 30-day notice is required.