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Services to support your business

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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

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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:

  • 60 Minute Zoom Session

  • Two weeks of email support

  • 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

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"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!

The days of managing your finances alone are over.

Let's get your books organized and up to date so you can make meaningful decisions for your business and feel confident going into tax season with your documents ready to go.

 

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