Not your typical
BOOKKEEPER.
Built for the one-person show.
WHO’S IT FORYou are damn good at your craft, but you’re also EVERYTHING in your business.
You haven’t looked at your books in months.
It takes you hours to do your books (if you do them at all…) and at the end? No clue if it’s accurate.
This is where I come in.
I specialize in getting you caught up and staying caught up on a cadence that works FOR YOU.
That way you can answer questions like…
“Can I afford this?”
“Where is my money going?”
…and anyone else who sells their expertise & skill for a living
Not sure where you land?
That’s exactly what the Fit Check is for. Set up quick call to see if we are a good fit for each other.
WHY IT WORKSSimple. Scalable.
One flat fee, every time.
No hourly clock or surprise invoice.
One-time flat fee to set up your financials systems.
Recurring flat fee for Quarterly Re-Calibrations should you want to keep your books up-to-date year-round.
Visuals you’ll actually open
Ever tried to explain something to someone then just said “Wait, let me draw it for you.” Then. LIGHTBULB. It all makes sense.
That’s what I do. That’s my superpower.
I take all of the financial number non-sense translate it into visuals that your brain can actually understand and take action on.
Set once, kept accurate
The heavy lift of the initial set-up only happens once.
After that it is quarterly or monthly Re-Calibrations to ensure we are capturing new offerings in your business, payroll changes, different spending habits, etc.
Questions? Amazing. Let’s hear ‘em.
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Honestly, this is what most people do. And that’s totally fine.
The problem is that if you are only piecing together your business once a year, it is more likely that things get miscategorized or missed entirely. Idk about you, but I don’t remember what I paid for two weeks ago let alone 12 months ago…
Your tax preparer can only work with what they are given. With regular bookkeeping, your books are fully up-to-date and accurate giving your tax preparer the best chance to find every deduction and lower your tax bill.
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Yes! Your subscription cost is separate from the bookkeeping work.
Xero is the accounting software that will be used. You have complete ownership of the software so it follows you regardless of if we continue to work together.
See Xero pricing plans. Xero often has sales going on throughout the year that you can also take advantage of !
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No. I am not a CPA.
As a bookkeeper, I ensure your books are clean such that your tax preparer has the best chance to find every deduction and lower your tax bill.
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Xero!
Why Xero? Because it is far more intuitive than Quickbooks, it’s cheaper, and all of my time-saving processes and testing protocols are specific to it.
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The biggest cost driver is complexity. Volume, number of accounts, amount of mixed personal & business expenses, and payroll are the biggies.