Services
The days of managing your finances alone are over.
"Shauna is an amazing bookkeeper! I was nervous about hiring someone to help me because I was worried about the mess I made trying to manage it myself, but she made me feel truly comfortable, and having everything organized each month has been a huge help."
​
Kiley R.
Professional Organizer
Ongoing Support
Does this sound familiar?
01. You want to know how much you're profiting and how much you can pay yourself rather than using your bank balance to make all of your decisions.
​
02. You want to feel confident going into tax season with your documents ready to go and enough money set aside for any taxes due before the deadline.
​
03. You want more of your time to be spent on the parts of your business that excite you and less on those that don't.
​
Ways we can support your business
Our monthly done for you service will help you gain the clarity and confidence in yours numbers that you need to strategically grow your business.
​
Services included:
-
Entry of all transactions
-
Account reconciliations
-
Emailed financial reports
-
Email support
-
1:1 Quarterly review calls
Starting at $300 per month
QuickBooks Setup & Optimization
For the business owner that wants to manage their own bookkeeping in QuickBooks. We help you setup your account and show you how to complete the work.
​
Services included:
-
Guided setup of your account
-
Customized financial reports
-
Interactive session where we will complete one month of bookkeeping together (will be recorded)
-
60 days of email support
-
Custom workflow and resources
-
One 60 minute follow up meeting
Starting at $600
​
Bookkeeping Catchup or Cleanup
If you are behind on your bookkeeping and want help getting up to date, we provide you with a one time service to get your books caught up. We will also review work previously completed for any necessary corrections.
​
If you want to learn how to maintain your books after we get them cleaned up, we can add on 1:1 training sessions.
​
Pricing determined after a review of your file
How it works
01. SUBMIT APPLICATION
Fill out the application on our contact page and we will reach out to you with a link to schedule a call
02. DISCOVERY CALL
We will meet through Zoom or chat over the phone to discuss your business needs and see if we would be a good fit for your business
03. PROPOSAL & ONBOARDING
If you decide to become a client, you will be sent a proposal to sign. As soon as the proposal is signed, onboarding can begin!