Struggling with
Bookkeeping and
Financial Management
for your business?
We understand that it's not your favorite task, but deep down, you know that your books are the backbone of your business.
It's time to lift the burden and focus on leading and growing your company.
We help you keep your Finances Simple and Profitable.
Here are responses to frequently asked questions about the experience of collaborating with me and my team
Accurate, up-to-date bookkeeping is the foundation for financial success. It helps you:
- Track cash flow, expenses, and revenue effortlessly'
- Make informed business decisions based on real data
- Spot opportunities to cut costs or boost profits
- Stay on top of tax obligations and compliance
What sets us apart from other bookkeepers is that I’m also an entrepreneur. I understand firsthand the struggle of building a profitable business while wearing all the hats. I don’t just handle the numbers—I help you gain financial clarity so you can make smarter decisions and focus on growth. We’re not just bookkeepers—we’re your financial partners, dedicated to simplifying your finances and committed to your success.
You should get started with your bookkeeping “right now”. Every day you delay puts your business at risk of missed opportunities, financial mistakes, and tax headaches. Accurate, up-to-date books are essential for making smart decisions, managing cash flow, and driving profitability. The longer you wait, the harder it becomes to get a clear picture of your finances. Don’t let disorganization hold you back—take control of your business's future and get started today!
It’s completely okay! Falling behind on your books is more common than you think—it’s just part of the entrepreneurial journey. The important thing is that you’re ready to get things back on track, and we’re here to help you every step of the way. Your next step is to schedule a consultation with us, where we’ll assess your current situation and create a plan to get your books in order. There will be a clean-up fee for the extra work, but we offer a discounted rate to make it easier. Let’s tackle this together and give you peace of mind!
We use QuickBooks Online to ensure accuracy and ease of use. You have the option to either pay for the software directly or let us handle it—we'll simply add the cost to your monthly fee as reimbursement. This way, you have flexibility based on your preference. Our goal is to make bookkeeping as seamless and hassle-free as possible!
We'll need online access to your bank accounts, credit cards, PayPal, and invoicing system.
Most of these platforms offer a read-only accountant login, and we’ll guide you through setting it up to ensure your data remains secure.
This allows us to work smoothly without interrupting your operations.
Once your books are set up, our dedicated team maintains them monthly. A highly skilled bookkeeper will be personally assigned to your account, meticulously compiling your reports and categorizing your transactions at the end of each month.
Should any questions arise, you will promptly receive an email for clarification. Once resolved, you will receive a detailed report highlighting the invaluable insights derived from the numbers.
Rest assured, you can expect to receive your financial reports by the 15th of the month, if not sooner.
Our monthly packages start at $287 and vary based on your needs. Most clients fall to this minimum when we implement good systems for accurate data delivery.
If you need your books caught up, there will be a one-time set-up fee. You are billed monthly by auto-pay, and we accept PayPal or credit cards via Stripe.