Bookkeeping Services That Work for You
Whether you're just starting out or scaling up, you need finances that make sense—and support that fits your pace. From one-day deep dives to done-for-you monthly support, there's a service for wherever you're at.
VIP Bookkeeping Day
Your Finances. Fully Focused. One Day.
VIP Days are all about momentum—no dragging things out over weeks or waiting for answers. You’ll get a clean, customized bookkeeping system and clarity on your finances in just one day.
We'll prep ahead of time so we can hit the ground running, and by the end of the day, you’ll have an organized backend, simplified workflows, and confidence in your numbers.
You’ll walk away with:
Cleaned-up or set-up books
Categorized transactions
Organized Chart of Accounts
Streamlined systems and workflow suggestions
A customized spreadsheet or bookkeeping tool setup (if needed)
A wrap-up call and video walkthrough
7 days of follow-up email support
Investment: $1,000
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Monthly Bookkeeping
Done-for-You Financial Support, Month After Month
If you want to stop stressing over your books and start focusing on your zone of genius, this is for you. Monthly Bookkeeping is full-service support tailored to your business. You’ll get organized, accurate financials and regular reports so you can make smart, confident decisions.
What You’ll Get:
Categorization of income + expenses
Monthly reconciliations of all connected accounts
Financial reports delivered regularly
Ongoing support via email
Regular video check-ins
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End-of-Year Catch Up
Tax Season, Simplified
Don’t let messy books hold you back. My End-of-Year Catch Up service is here to get your financials in order and ready for tax season. I’ll clean up your accounts, fix errors, and prepare accurate reports, so you can file with confidence.
What You’ll Get:
Up to 12 months of bookkeeping completed.
Reconciliation of bank and credit card accounts.
Error corrections and clean-up.
Tax-ready financial reports delivered to you.
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Bookkeeping Intensive
A Strategy Session to Get You Unstuck
Need help but not ready for ongoing support? This 90-minute intensive is designed to answer your burning questions, review your current setup, and help you feel more confident in your bookkeeping process.
Whether you’re DIY-ing your books and want some expert guidance, or you just need a one-time session to work through some issues—this is for you.
What we can cover:
Reviewing your current bookkeeping system
Fixing specific issues in your accounting software
Mapping out a better monthly workflow
Answering all your questions (big or small)
Personalized recommendations for tools or systems
Includes:
90-minute Zoom session
Follow-up summary + action list
7 days of email support for follow-up questions
How It Works
Getting Started Is Simple
Schedule a Call
We’ll chat about your business, your needs, and the best service to help you reach your goals.
Get to Work
Once you book a service, I’ll dive in to clean up your books, organize your finances, or provide tailored advice.
Move Forward with Confidence
I’ll leave you with organized records, actionable next steps, and the tools you need to stay on track.

Let’s Find the Right Fit Together
I know every business has unique needs, and it can feel overwhelming to know what service is best. That’s why I offer a free clarity call to discuss your situation, answer questions, and help you choose the service that’s right for you.
Simplify Your Bookkeeping with Free Checklists
Bookkeeping doesn’t have to feel overwhelming. Get my free guide packed with weekly, monthly, quarterly, and annual checklists to help you stay on track and stress less about your finances.
Perfect for small business owners ready to take control of their numbers!