Bookkeeping support that makes your numbers feel supportive
If your business outgrew your mental RAM, you don’t need more willpower, you need a bookkeeping system that can hold the complexity for you.
Start with a Money Systems Map session so we can name the real problem, map what’s happening, and choose the simplest next step.
My Approach: Pause → Process → Peace
Pause — we map what’s happening in your business (and where the stress is coming from).
Process — we create one source of accounting truth (usually QuickBooks)
Peace — we set up a system that stays organized, so you’re not rebuilding every year.
Work with Me
1. Money Systems Map ⭐(Start here)
For the “I need to understand what’s going on and what to do next” moment.
You’ll leave with a clear picture of your current business money system + your top priorities.
Best for:
You feel behind, unsure, or overwhelmed by your numbers
You’re not confident your books reflect reality
You want a plan before you commit to a bigger service
What we do (Money Systems Map):
Map your current setup (income sources, expenses, basic structure)
Identify what to fix first, what can wait, what you can DIY
Cover helpful “did you consider…?” reminders that commonly come up (not a personalized tax review or tax advice)
Outcome: a plan + relief + the next step that makes sense for your brain.
$300
2. Financial System Reset (Money Map required)
For when you don’t just want clarity, you want the bookkeeping fixed.
This is cleanup + rebuilding your bookkeeping foundation so your books become a tool you can trust.
Best for:
Your bookkeeping feels messy, tangled, or unreliable
You’re missing months (or years) and want it handled
You want one clean source of truth going forward
What you get (System Reset):
Catch-up + cleanup (past months/years as needed)
Reconciled bank/credit card/balance sheet accounts
Updated reports (P&L, Balance Sheet, Cash Flow)
A simpler, usable system inside QuickBooks (and supporting workflow pieces that matter)
How it works:
We gather what’s needed during onboarding
I do the cleanup + rebuild
You end with organized books that you can hand to your tax pro without panic
Note: System Reset is only available after the Money Systems Map so we can confirm what you actually need.
Custom project pricing
3. Ongoing Support (Monthly Bookkeeping Retainer)
For when you want it to stay easy year-round.
This is “peace, maintained”: consistent upkeep, clean books, and support as things change.
Best for:
You want your bookkeeping handled and kept current
You don’t want to do a big cleanup every tax season
You want a steady baseline you can trust
What you get (Ongoing Support):
Monthly transaction recording + categorization
Monthly reconciliations + financial reports
Tax-ready financials year-round
Year-round question support + collaboration with your tax pro
Starts at $450/month
How working with me is different
We start by naming the real solution you need.
A lot of people say “I need an accountant,” but that can mean help with bookkeeping (accuracy), finances (decisions), or taxes (compliance). My first job is helping you name the real problem so you stop trying random fixes.
The process is built to reduce mental load.
You don’t manage me. I set up a repeatable system for getting what I need without adding creating more uncertainty in your finances.
How that looks in real life:
Clear, specific requests (no vague asks)
One home base for uploads + questions
Async-first communication (respond when you have bandwidth)
We fix bottlenecks once so avoid recurring issues
Result: you’re not “doing bookkeeping,” you’re occasionally answering one clear question, in one place, with full context.
Getting started
Book your Money Systems Map session
You leave with your map + top priorities
If needed, we move into Financial System Reset
Then you choose Ongoing Support (so it stays calm year-round)