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Simple, clean books for small business owners.

Core Bookkeeping

Simple, clean books for small business owners.

  • Categorize and record your transactions monthly

  • Track expenses to maximize tax deductions

  • Reconcile bank accounts

  • Issue monthly financial reports:

    • Profit & Loss Statement

    • Cash Flow Summary

    • Optional Balance Sheet (for larger or growing businesses)

  • Maintain clean records for a smoother tax season

Featured Financial Solutions

Business Advisory & Coaching

Guidance you can actually use.

  • Monthly strategy sessions

  • Use your financials to talk about what’s working and what’s not

  • Set and track goals (profit, revenue, margins, etc.)

  • Talk through time management, pricing changes, scaling, and budgeting

  • Tailored strategy for your business challenges

Pricing Analysis

Make sure your prices work for you, not against you.

  • Analyze cost per item or per service

  • Calculate breakeven points and target profit margins

  • Offer markup suggestions based on your goals

  • Recommend bundling, premium pricing, or tiered packages

  • Great for food businesses, makers, and solo service providers

Cash Flow Planning

Stay ahead of your bills—and your goals.

  • Project your revenue and expenses over the next 1–3 months

  • Create a budget for your monthly expenses

  • Prevent being blindsided by expenses

  • Plan for large purchases

Additional Services

Sales Tax Calculations & Prep

  • Monthly or quarterly sales tax liability calculations

  • Track sales by state or location if needed

  • Help you prepare amounts for online filing

Setup & Cleanup Services

  • Catch up on old transactions

  • Build your chart of accounts

  • Help you separate business and personal spending

  • Walk you through how to open the right accounts and systems

Starter Lessons & Resource Library

  • Why every business needs a separate bank account

  • How to read a P&L and use it

  • The 3 numbers every business owner should track

  • Managing time and energy as a solo entrepreneur

Receipt & Mileage Tracking

  • Set up a simple system to organize digital and paper receipts

  • Build a custom mileage log

     

Book a Free Initial Consultation

Not sure where to start? Your free consultation is a chance to talk through your business, your current systems, and your goals. I’ll learn how you operate, answer any questions you have, and then build a custom bookkeeping plan with services that fit your exact needs—nothing more, nothing less. It’s simple, stress-free, and designed to meet you where you’re at.

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