To run a profitable business you need to do two things: be great at what you do & know your numbers.  

Bookkeeping gives you a clear picture of your business finances so you always know where you stand and working with a bookkeeper means you don’t have to carry the stress of managing it all yourself.

Here’s what you gain:

• Accuracy and organization – Your books are kept up to date and error-free.

• Time savings – Free up hours each month so you can focus on being great at what you do.

• Clarity and confidence – Easily answers questions like: What am I profiting? Where am I spending the most? What are my most profitable sources of revenue? What can I afford to pay myself? Can I afford to hire or invest? How much should I be saving for taxes? Is my business growing?

• Better decisions – Use financial insights to plan ahead and make aligned, informed choices.

• Support – Have a trusted partner who understands your business and keeps you on track.

With bookkeeping handled, you can shift your energy back to serving clients, generating revenue, and building the business you love.

My focus in on simplicity.

My goal is to take a time consuming, administrative task off your shoulders and to make it as easy and impactful for you as possible. I am not here to judge your business I am here to support it.

I'm also not your Dad's accountant who talks to you like you should understand what he's saying and then make you feel bad for being completely lost.

My goal is to make your books clean, organized and meaningful to you.

Nope! Accountants and bookkeepers are very different.

Bookkeepers (that’s me!) focus on keeping your business finances organized day-to-day—tracking income and expenses, reconciling accounts, and making sure your books are accurate and up-to-date.

CPAs step in for tax prep, audits, and more complex financial advising.

I don’t file taxes, but I make sure your financial records are crystal-clear so your CPA (or tax pro) has everything they need.

As far as education goes I have Bachelors of Science in Finance and I am Xero Certified (which is the accounting software I work in).

Nope.

Every business needs clean books. Every business owner needs to know their numbers (sales, profits, costs) so they can make smart decisions.

The sole purpose of books are not just for taxes. And books done solely for taxes do not provide the same value monthly bookkeeping reports do.

If your plan is to grow and if you're serious about your business then its time to take your numbers seriously.

No and no.

You do not need to already have either to start working with me. Frankly, I prefer when you don't - it's easier to start with a clean slate. But if you do we will see what state it is in and make a decision from there.

My preferred software is Xero and I will do the heavy lifting of transferring you over to it if you are elsewhere.

The Xero subscription will be included in my monthly fee.

1. Fill out the form down below.

This gives me some basic information to see if we would be a good fit to work together.

Once you submit you can schedule a free 30 min consultation call which will be held on Zoom.

If you’d prefer to discuss everything via email, you absolutely can! There will be a button for you to click to do just that.

You’ll be directed to another form with additional information.

2.Call or Emails

Call: This 30 min Zoom call will be used to gather more detailed business information and to get to know each other. After the call I will email you your quote.

-or-

Emails: If we are not having a call once you submit your additional information I’ll be in touch within 5 business days with any questions or if I have none I will send your quote.

Your quote will be broken down into:

1. The monthly fee for my bookkeeping services.

2. The set up fee, which is a one time cost to get your books setup and caught up. The time of year and start date of the bookkeeping will be the biggest factor in this cost.

However, you will not be charged my monthly rate multiplied by the amount of months that need to be caught up. This fee will be discounted for new monthly clients.

3. Contract & Payment

Once you accept the quote I will send you a contract to sign and then you will make your first payment. 

4. Onboarding

Once you’ve signed the contract and made the first payment we will schedule a 60 minute onboarding call during which we will set up your Xero account, connect your bank accounts in Xero, and work on granting me read-only access to your bank accounts so I can pull statements for you every month. 

Nope. You don't.

Leave the mess to me, I'll take it off your hands.

Part of the onboarding process is getting your books caught up from the start of your business or the start of the year. This is a new client incentive and is discounted when you become a monthly or quarterly client.

It's all part of the process and I'm here to help.

Once your books are set up I'll maintain your books monthly.

What that looks like:

After each month ends I will pull your bank statements, categorize your transactions from that month, reconcile your books to your bank accounts and put together your reports.

You will receive one email with any questions/clarifications in a Google Doc as needed and once you answer those questions I’ll finalize your books and you'll receive a report pack via email along with highlights of what your numbers are telling you.

I'll have your books to you by the end of the month, if not sooner, as long as you answer questions in a timely manner.

What about Quarterly?

The above is also true for Quarterly Bookkeeping. The activities are simply completely on the quarterly basis (4 times a year) instead of monthly.

All clients are provided with the following reports:

1. Profit and Loss Statement: personalized and customized for your specific business with information that you care about the most. This report details your revenue, expenses, profit, profit margin and recommended tax set aside.

2. Balance Sheet: shows assets, liabilities and equity

3. Cash Summary: shows the movement of cash into and out of your business. 

4. Account Transactions: summary of all transactions for the reporting period. 

We can discuss any specifics you want shown and broken down on your reports as we start working together. 

When the report pack is sent to you I will highlight the most important and relevant information in a way that is simple and easy to understand.

You will also be given a suggested set aside for taxes, which I recommend you place in a high yield savings account.

Click here to download a sample report pack

My base package for monthly clients starts at $375 per month and will vary based on complexity and needs. Quarterly Bookkeeping starts at $200/month

When we work together and implement good systems that allow me to deliver high quality accurate data most clients will fall into this minimum. 

If your books need to be caught up there will be a one time onboarding fee however, this is discounted for new monthly bookkeeping clients.

Each month you will be billed on a monthly auto-pay subscription.

Set ups and Clean ups vary depending on scope and time of year. These start at $1000 and can range up to $6000+ for a full year catch up.