Financial Peace Begins with a Solid Foundation

To put it simply, we help moms find financial freedom in their business ↓

Bookkeeping Services

Are you feeling overwhelmed by your business finances? The never-ending stack of receipts, the hours spent trying to make sense of it all, and the constant worry of whether you’re even doing it right...

It’s time to say goodbye to the overwhelm and frustration. Let go of the DIY bookkeeping headaches and focus on what matters most – your business, your family, and your dreams!

No matter where you are in your business journey, our bookkeeping services are here to simplify your finances and give you the tools you need to grow confidently and sustainably. Let’s take the stress out of your numbers, so you can get back to doing what you love!

What's Included?

Full Monthly Bookkeeping
Subcontractor (1099) tracking
Financial report package so you know exactly where your business stands
Financial analysis meeting to review your reports together and to discuss upcoming goals, ways to improve and streamline your business, adding new team members, and so much more!
Any-time access to all your documents, statements, and reports in your secure client portal

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Financial Management

For the mom who’s ready for more! Our financial management services go beyond basic bookkeeping to include strategic guidance that helps your business grow – without the overwhelm.

These packages are designed to take even more off your plate, offering not just monthly bookkeeping but personalized advisory services that empower you to make smart, sustainable decisions for your business. We’ll work with you to create a plan that fits your unique needs and helps you stay on track for long-term success.

What's Included?

Invoice Management - (accounts receivable)
Bill Management - (accounts payable)
Payroll Management
Project Tracking & Class Tracking
Cash Flow Management
Budgeting
Financial Forecasting
Customized Reporting
Financial Analysis Meeting
Systems & Processes Advisory

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Clean Up Services

Mama, there's no judgment here! Whether you tried to tackle your books on your own and things got off track, or you’ve been too busy to think about them all year – we’ve got your back.

No matter how far behind or how messy things seem, we specialize in piecing everything together. We’ll get your books up to date, organized, and accurate – and we’ll make sure it’s all easy to understand so you can move forward with confidence.

What's Included?

Review & assessment of your current books or set up of new QuickBooks Online account
Full historical bookkeeping
A thorough review/analysis of the catch-up period where we dive into the details to give you key insights into your business.
Financial reports sent to you and ready to hand over to your tax preparer.
1:1 Review call to go over your financial reports, answer any questions, and decide what the next best steps are for you and your business

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What Clients Are Saying

Q&A

Frequently Asked Questions

When should I hire a bookkeeper?

Bookkeeping is a must, mama! At the very least, you need accurate financial records to file your tax return. Plus, if you ever want to apply for business credit, you’ll need two years of clean financial reports and tax returns.

It might be time to get some help if:

- Your books are never up to date

- Your CPA only handles your bookkeeping once a year

- Tax season feels like a nightmare

- Your cash flow is all over the place

- Your sales are growing, but your profits aren’t

- You can’t see a clear financial picture- You’re not paying yourself at all

If any of this sounds familiar, it might be time to bring in a pro to help you get back on track!

Why do I need a bookkeeper if I have a CPA?

Having a CPA is great, but bookkeeping is about so much more than just taxes.

Yes, bookkeeping is essential for filing your taxes, but if that’s all you’re using it for, you’re missing out on so many opportunities to grow and protect your business!

Here’s just a few reasons why bookkeeping matters:

- It gives you a clear view of your business's financial health

- It helps you strategize and plan for your business’s future

- It shows you where you can save and make more money

- It protects you in case of an audit

- It helps you secure loans and other funding

- It catches errors and potential fraud

- It ensures you’re paying yourself consistently

And that’s just the start! With solid bookkeeping, you’ll have the clarity and control you need to run a thriving business.

What if my books are a mess (or non-existent)?

There is NO judgment here, mama!!

I get it - life gets busy, and your books might have slipped through the cracks. But trying to clean them up before getting help is like trying to tidy up before the housekeeper comes.

That's what I'm here for - to take the mess, the stress, and the confusion and turn it into something clean, organized, and easy to understand. I love tackling the tough stuff, improving systems, and giving you the foundation you need to move forward with confidence!

You don't have to do it alone - I've got you!

Do you offer tax services?

We don’t handle taxes directly, but don’t worry – I'm here to help! I’m happy to refer you to some of my trusted tax preparers who can help take that off your plate.

We’re here to take care of your bookkeeping, so when tax time comes around, you’re ready to go with clean, organized records. That way, your tax prep will be a breeze!

What information do I need to share?

I totally get that sharing financial information can feel a little sensitive, and I want to make this as easy and stress-free as possible for you. To keep things simple and save you time, we’ll need access to your business bank and credit card accounts, point of sales systems, and payroll service providers. Don’t worry – we’ll always work within your comfort level.

Whenever possible, we prefer to have accountant (read-only) access to these systems. This allows us to do our work efficiently and securely while limiting certain features for your protection. Everything is stored safely through 1Password to keep your data protected, and we make sure everything is handled with the utmost care.

Our goal is to save you time, reduce stress, and keep your finances organized, all while protecting your sensitive information.

Is QuickBooks Online required?

Yes, QuickBooks Online is required, and here’s why – it’s a powerful tool that helps you get the full picture of your business’s financial story. By using QuickBooks, we can keep everything organized, streamlined, and accurate, which means you can focus on growing your business without the headache of managing messy books.

The recommended versions are Essentials, Plus, or Advanced, as these give us the features we need to best support your business.

If you don’t have a subscription yet, no worries – we can help you get set up with a 30-day free trial, plus a 30% discount for the next 12 months.