Services to support your business
Ongoing Support
Our done for you service will help you gain the clarity and confidence in yours numbers that you need to strategically grow your business.
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No more year end catchup
All transactions are entered for you on a monthly basis so your books are up to date all year long.
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Custom easy to read reports
Tidy and simple reports that highlight where your money is coming from and where it's going to help you better understand your numbers.
Year round support
Email and text support for any questions that you have and meetings to go over
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Monthly starting at $300 per month
Quarterly starting at $540 per quarter
Bookkeeping Intensives
Our 1:1 sessions are for you if you're not quite ready for ongoing services yet but still want help with QuickBooks. We can talk invoicing, workflows, best practices, enter expenses together, optimize your QuickBooks account & more. For a full QuickBooks Setup & Training, 2 - 3 sessions are usually needed.
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What's included:
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60 Minute Zoom Session
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Two weeks of email support
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Recording of session
$250 per Session
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Bookkeeping Cleanup
If you haven't done any of your bookkeeping for the year, or you tried to do it yourself but you’re not confident it was done correctly and want someone to come in and get it cleaned up for you, this service is for you. Once your file is up to date, you will receive year to date financial reports and an optional 1:1 meeting to review your numbers together.
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Pricing varies, quote will be received after a review of your account
"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."
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Kiley R.
Professional Organizer
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!