What We Offer
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What We Offer *
Thoughtful bookkeeping support for creative entrepreneurs who want organized numbers, clear insight, and the freedom to focus on what they do best.
Bookkeeping that Keeps You in the Loop (Without Making You Do the Work)
You don’t have to become a spreadsheet wizard to stay on top of your business finances — that’s our job. We handle the behind-the-scenes work like recording your transactions properly in QuickBooks Online, reconciling your bank and credit card accounts, and keeping an eye on loans so they match up with your statements.
Got questions or need to send over something? You’ll have access to a user-friendly client portal (with a super smooth iOS + Android app!) where you can securely share info and check in anytime.
Each month, you’ll get clear, custom financial reports that include your Profit & Loss and Balance Sheet — plus helpful insights like month-over-month and year-over-year comparisons. And if you want to dig into the details, your interactive reports make it easy to explore your numbers without needing an accounting degree.
You’ll also have unlimited access to me whenever questions come up. Text, email, call… I’m here.
Receipt Management that Saves Your Sanity
No more shoeboxes or late-night spreadsheet hunts. With our easy-to-use app, you can snap a photo of your receipts on the go and send them straight to us through your secure portal. From there, we’ll match them to the right transactions in QuickBooks so everything is tidy and audit-ready.
At the end of each month, we’ll send you a quick list of any transactions that didn’t come with a receipt so you can track them down (or tell us they don’t exist — that’s okay too).
If the IRS ever comes knocking? You’ll already have everything buttoned up and ready to go. Proof, attached and organized. Stress level: minimal.
Strategy Sessions: Big Picture Thinking for Creative Entrepreneurs
Let’s talk about more than just numbers. In these 1:1 Zoom or phone sessions, we’ll sit down together and actually use your financials to make smart decisions for your business.
We’ll:
Walk through your monthly or quarterly reports in plain English
Identify trends, changes, or red flags
Spot opportunities for growth or better cash flow
Talk through big-picture goals, pricing, expenses, and seasonality
Make sure your money is aligned with your mission
Whether you’re dreaming up a new offer, wondering if it’s time to hire, or just craving clarity — this is your space to think out loud with someone who gets both the numbers and the creative brain.