Monthly Bookkeeping

How CEOs Use Real Time Numbers to Grow Their Business Without DIY and Guesswork

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I Tell my Clients, The difference between a business owner and a CEO is…

to not just know your numbers but to understand them. You’ve been looking at your bookkeeping up until this point, feeling like you are winging it every time you open your QBO or look at financial reports.

You saw your profit for last month but don’t know why you feel like you’re spending way too much on subscriptions. AND on top of that you look at your reports but don’t fully know how that translates to your day to day. Sound familiar?

Whether you DIY or have your CPA do your bookkeeping, you are still feeling like investing in bookkeeping is not as important as your branding.

Let me be the one to break it to you…

  • You NEED a bookkeeper who doesn’t just “crunch” the numbers for you but strategizes your bookkeeping system

  • You NEED a bookkeeper who is invested in seeing your business grow and succeed by taking the time to know you and your business

  • You NEED a bookkeeper who is experienced and doesn’t need you to explain every little detail (the whole point is to give you time back, not to take from it)

I’m the Bookkeeper Who Handles Your Books With Care & Intention

I have built my own businesses and have helped build a million dollar business. I know that time is a valuable resource (especially if you’re a parent). A smart CEO will learn to outsource and delegate the first chance they get. But it’s not just about getting it off your plate. It’s about handing it to someone who can do the job better than you can. That not only saves you time, but it allows you to show up as your best self.

Everything I learned along the way I bring to the table for my clients. I don’t just categorize and give you reports. I make sure to tailor your services to what you want to see and your goals. I show up and fill in the gaps that might exist in your financial system so you can have a solid foundation to grow on.

Monthly Bookkeeping is for the CEO who:

  • Wants to feel confident in making decisions with real time data to back it, no more guessing

  • Wants accurate financial reports they actually understand

  • Wants a trusted financial partner on their side

  • Wants peace of mind that their bookkeeping is being taken care of by an expert

What Your Monthly Bookkeeping Looks Like:

Monthly bookkeeping fees are customized based on the complexity of your financial systems, including transaction volume, type of support, tools, and data management required.

I provide package options for you to pick what is best suited for your business and budget. That being said all of our monthly package options start at a $400 per month investment.

All our packages include the basic bookkeeping tasks using QuickBooks Online plus a monthly delivery of Financial Reports and a video breakdown of them so you can finally understand your numbers.

I'm Ready to Get Started!

Monthly Bookkeeping Packages

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Monthly Bookkeeping Packages *

Foundation Package

Transaction Categorization

Monthly Reconciliations

Financial Reports with Loom Video Review

Receipts Retrieval

Email Support

INVESTMENT STARTING AT $400 PER MONTH

Everything in the Foundation Package Plus:

Collaborative Coordination with Your CPA (great for tax time)

Custom Financial Report (based on what you want to see)

Annual & Mid-Year Check-Ins

INVESTMENT STARTING AT $600 PER MONTH

Growth Package

Everything in Growth Package Plus:

Personalized Financial Insight (Custom report package)

CEO Check-Ins (up to 4 per year)

A/R & A/P Support (Customized)

INVESTMENT STARTING AT $900 PER MONTH

Flourish Package

How We Grow Together

Let’s get intentional about your bookkeeping…

  • It all starts here. We’ll talk about your business and current bookkeeping system. Walk through how we can help and next steps.

  • After learning about your goals, and where you need support, if you’re ready, we’ll send over a proposal. Once you sign, we’ll guide you through our onboarding process and dive right in.

  • We roll up our sleeves and implement our strategy for your bookkeeping system.

  • You’ll get your first set of clear, easy-to-understand reports, and we’ll walk you through them in plain english so you know exactly what’s going on and what that means.

Work With Us

FAQs

What types of businesses do you work with?

We work with service based creative businesses. Whether you are a branding agency or a party planning business we’re ready to be your financial support system!

Why are your prices so expensive?

I asses your bookkeeping system upfront but once I start working in your QBO, if you’re like 99% of clients, I diagnose issues, correct errors, and optimize the structure of your QBO. All before I maintain your books moving forward. This is how I give you fully accurate books you can confidently use for taxes, decisions, and growth

Do I need to be using QuickBooks Online to work with you?

Yes! I am Certified Level 2 QuickBooks Online ProAdvisor and I work exclusively in QBO for accuracy and efficiency. If you’re not set up, I can help you get started.

Do you handle communication with CPA or Tax Preparer?

We do! Depending on your budget and package selected it can include all communication with your tax preparer to ensure you are all set for tax season with no stress or confusion.