Monthly Bookkeeping
Monthly bookkeeping that not only checks off the boxes to give you your time back, but helps you understand your finances so you can feel confident in your numbers and make better business decisions.
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You don’t have the time or desire to do your own bookkeeping
You want to focus on growing your business
You want to know how much you’re making and spending
You want clarity on your numbers and what they mean to you as a business owner
You want to make better business decisions based on data
You’re always worried about taxes and want to make sure you’re doing everything correctly
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Initial Discovery Call to figure out your needs and wants
Onboarding - You’ll receive a checklist of everything that needs to be done, and I’ll be there if you have any questions or issues at all
Monthly Transaction Categorization - I’ll handle putting in all income and expenses so you don’t have to touch your books
Monthly Receipt Review/Management - I’ll add your receipts into Quickbooks for you and use them to categorize transactions
Month End Reconciliations - Allows me to ensure that what’s in the books matches what’s in the bank
Month End Reports (Profit & Loss, Balance Sheet, & Cash Flow) - You will have a detailed view of what your numbers are monthly
CFO Review of Profit & Loss - A full breakdown and explanation of your numbers that’s easy to understand, simple graphs, as well as actionable items if I see any issues arising
Yearly Budget - This gives you a monthly view of what you should expect to spend and goal revenue
Available for any questions - like “can I expense this”, and “is it a good time for me to invest in this”.
Quarterly Call - to go over major questions, your numbers this quarter, and financial goals for your business
Quarterly Budget vs. Actual Numbers - you’ll receive a breakdown of how you have done each quarter compared to the budget
Year End Reports & CPA Collaboration - you’ll receive all the reports you need to do your taxes at year end, and if you have a CPA, I’ll work directly with them
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Sales Tax
Customized Reports
Accounts Receivable Review
Client Invoicing
Extensive Account Cleanup for the current year
Personal Budget Creation
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Starting at $500
*Price may vary depending on number of transactions & add ons
Hey there!
I’m Sarah,
I’m a bookkeeper working to help small business owners feel CONFIDENT in their finances.
There are so many business owners who are looking for a bookkeeper they can actually feel comfortable with, which is where I come in.
As someone who has loved counting cash and coins since a young age, I want to bring the joy that bookkeeping has brought me to other business owners!
With 7 years of accounting experience along with a degree in accounting, you can be sure that your finances are in tip-top shape every month.
You deserve to feel confident that your books are taken care of, confident in the health of your business, and confident that you have someone you’re comfortable with to ask any and all financial questions.
I currently help businesses such as marketing agencies, photographers, social media managers, graphic designers, web designers, artists, and more.
If you're looking for someone who wants to work WITH you on your journey to grow your business and makes you feel confident in your finances and as a business owner, look no further.
Many business owners face a similar challenge: they're swamped with tasks and weighed down by financial intricacies.
This can cause…
Stress from constantly worrying about if your books are correct and up to date
Decreased profits because you could be spending more than you realize
Frustration from lack of clarity on how your business is actually doing
Missed opportunities because you’re too scared to make big investments
Ready for your finances to just make sense?
Step 1: Inquire on my Website
Fill out the short form to begin the process of working together! After that, you’ll be sent to my calendly to schedule a Discovery call.
Step 2: Figure out a plan
When we have our 1:1 call together, we will talk about your pain points and how I can best help you as your bookkeeper!
Step 3: Off we go!
After we’ve onboarded, I’ll start working on your books, making sure they are clean and accurate, and you’ll receive your first P&L Review the next month so you can see exactly how your business is doing!
Investing in your business can be scary!
Have someone on your team who can help you with financial decisions
Have peace of mind knowing your books are accurate and up to date
See the FULL picture of your business finances
Have a strong understanding of your numbers and what you can do to help them grow
Ask all your “how do we expense this?” and “can I do this?” questions to one person
Sleep well knowing that your tax season will be a breeze!
When we start working together, you’ll…