READY TO FREE YOUR MIND AND YOUR BUSINESS

UNLOCK UNSTOPPABLE GROWTH WITH CLARITY

Where your passion meets the clarity and support your business deserves. Turn your financials into the stepping stones for your biggest growth and impact.

Does this sound like you?

✓ You are a visionary entrepreneur with a bold mission to make an impact and need the financial clarity to fuel your journey.

✓ You are done letting the overwhelm of your numbers hold you back and ready to turn your bookkeeping into a foundation for confident growth.

✓ You are looking for more than just a bookkeeper; you need a bestie who understands your vision and will help turn your finances into your foundation for impact.

how to start YOUR JOURNEY TO FINANCIAL CLARITY

o1

VISION & DISCOVERY

This is where we start the journey together. You will share your challenges and aspirations, and I will show you how we can transform your financial foundation to support your dreams. No pressure, just clarity and a roadmap to help you thrive.

o2

SEAMLESS SETUP

We will gather all the pieces of your financial we organize your documents into a streamlined system. Think of this as decluttering your business's financial closet, creating space for growth and clarity.

o3

ONGOING SUPPORT & CLARITY

Feel confident, your numbers are being handled with care. You will receive a clear snapshot of your business's financial health, empowering you to make confident decisions that fuel your growth.

Curated services that evolve with your business, giving you the clarity to lead confidently

DONE-FOR-YOU BOOKKEEPING

Running your business is hard enough, you are wearing all the hats, juggling all the responsibilities, and still trying to keep your creative spark alive. Let us take one big worry off your plate: your finances.

Done-for-You Bookkeeping is a reliable, stress-free solution to keep your growing business running smoothly. It’s designed for solopreneurs who value their time, crave financial clarity, and want to break free from the stress of managing their books.

This is more than just bookkeeping; it’s about giving you the peace of mind to know that your finances are in good hands, allowing you to do what you love, without the overwhelm. You focus on your growth, creativity, and vision, we will take care of the bookkeeping.

    • Transaction Coding: Routine categorization and reconciliation of all transactions.

    • Financial Reports: Delivered straight to your inbox, , keeping you in the loop.2

    • Profit Allocation Guidance: Smart strategies to help you grow your profits and turn your hard work into real rewards.

    • 1099 Tracking: Stay compliant and stress-free with tracking of contractor payments

    • CPA Collaboration: Coordinated communication with your CPA for end-of-year tax preparation.

    • Voxer Communication: Quick, reliable support for any questions or clarification.

    • Xero Cashbook Subscription: Cloud-based software designed to simplify your finances and keep your business running smoothly.

    • Bookkeeping Bestie: Your personal support system, dedicated to helping you grow and celebrating your wins.

  • Starting at $350/monthly and $450/quarter for side hustles & start-ups

SETUP & CATCH-UP

Imagine the freedom of knowing your finances are in order, no more stress, no more chaos. We will help you clear the clutter, create a roadmap for your growth, and ensure your books are back on track. Our goal is to give you the peace of mind you deserve, so you can focus on what truly matters, your passion and your business.

This Setup & Catch-Up service is designed for entrepreneurs who need a fresh kick start or are behind on their financial records. We will set up your accounting system, catch up on missed records, and provide clear, actionable steps to move forward with confidence and ease. Your vision deserves a solid financial foundation, and we are here to help you build it.

    • Seamless Setup: Whether it’s QuickBooks Online or Xero, we will set you up for success, so you can stop worrying about the tech and start focusing on your passion.

    • Coding of Income & Expenses: No more guesswork. We will categorize everything accurately, giving you peace of mind.

    • Smart Profit Allocation: We will guide you on how to allocate your profits, ensuring your hard work pays off exactly how you want.

    • Tax ready reports: Say goodbye to tax season stress—your reports will be ready and waiting, making tax time effortless.

    • Stress-free tax season: You’ve got enough to manage! Focus on your business, not the paperwork.

  • Starting at $1,200

ANNUAL CLEAN-UP

It’s time to let go of the stress and overwhelm caused by messy, disorganized finances. Our Annual Clean-up Service is designed to give you the clarity you have been craving, bringing order to your books. No more frustration over mismatched transactions or misclassified expenses. We will fix any discrepancies, update your records, and set you up for success, so you can focus on what matters most, your business and your passion.

With everything in its right place, you will gain the clarity, confidence, and peace of mind you need to to focus on what matters most, your business and your passion. No more second-guessing. No more confusion. Just a solid financial foundation that empowers you to grow.

  • What’s Included:

    • Coding Income & Expenses: Say goodbye to confusion. Every transaction will be categorized, so you always know exactly where your money is going.

    • Reconciliation of all Biz Accounts: Your accounts will be fully reconciled, ensuring everything aligns perfectly and is ready for growth.

    • Separate Biz + Personal Transactions: No more mixed transactions.

    • Updated Chart of Accounts: Your accounts will be restructured for maximum clarity, giving you a solid financial foundation.

    • Recap of key figures & wins: A highlight your financial wins and key figures so you can see where you are and how far you have come

    • Peace of mind CEO: The most important part, knowing your books are in order, allowing you to lead your business confidently, without the stress.

    When we are done, you can either take it from here with a guide we provide, or get a quote for ongoing bookkeeping if you would like us to keep things running smoothly.

  • Each cleanup project is unique. Our fees are based on the scope of work, with a full year cleanup starting at $2,400.

WHAT FINANCIAL CLARITY LOOKS LIKE FOR MY CLIENTS…

  • 01 / PEACE OF MIND

    Clear, streamlined financials that lift the burden of stress, freeing up valuable time to focus on creativity, vision, and growth.

  • 02/ EMPOWERED DECISION-MAKING

    Real-time insights that make decision-making intuitive and aligned, putting you in control with clarity and confidence at every step.

  • 03/ STEADY, INTENTIONAL GROWTH

    A financial foundation built to grow alongside you, supporting your boldest goals with ease.

FAQs

  • While we don't prepare taxes, we ensure your books are tax-ready, and we are happy to recommend trusted tax professionals to keep you covered.

  • Not at all!

    Your business dreams deserve a strong financial foundation, regardless of size. Clear insights into income, expenses, and profit are is essential for growth.

  • When you are ready to stop losing sleep over financial admin and want to pour your energy into what you do best, leading your business vision.

    Even if you are good with numbers, imagine what you could achieve with those hours back.

  • Our monthly services start at $350, designed to grow with your business.. For any clean-up or catch-up required, there’s a one-time onboarding fee to get everything in order, but our clients typically see the value returned within months through better decisions and peace of mind.

  • After setup, we will handle your books each month, categorizing expenses and providing a breakdown of your sales. You will receive a single email with any follow-up questions, then a clear financial report by the 15th of each month.

    You will finally feel excited to look at your numbers and confident about where you're headed.

  • Not at all! Bookkeeping is an essential part of your business strategy, giving you a story that shows what’s working and what’s not. It’s the tool for making informed decisions that support growth.