Guided Bookkeeping Support
Perfect for solopreneurs and newer business owners who want to manage their own bookkeeping with expert guidance and tools.
Looking for bookkeeping done-for-you? Check out our Services page instead.
Clarity Call
A one-time consulting session to help you sort out the parts of your bookkeeping that feel confusing, messy, or overwhelming and make them doable.
Possible questions we can discuss
Look at your QuickBooks and see if you’re doing it right
Create a custom bookkeeping checklist for you to follow
Untangle a tricky reconciliation (or learn how to reconcile accounts)a
How it works
Start with a brain dump
You brain dump what’s working, what isn’t, and where things feel tangled.
I ask questions to guide us to find the real issue to work on.
Then we form a solution
I take your brain dump and turn it into a simple, doable solution that fits how you work.
You leave with a plan
By the end of the session, you’ll have practical next steps, a clear sense of direction, and renewed confidence in managing your business finances.
More Guided Support Options
Bookkeeping Support
Guidance for solopreneurs who want to manage their own books with guidance and support.
Bookkeeping setup
Quarterly check ins
Bookkeeping review with recommendations
Starts at $255/quarter
DIY Receipts Mini Course
Learn a simple system for managing your business receipts without the overwhelm
Ready to get your books in order?
Whether you want full-service bookkeeping or guided support, I'm here to help you succeed.