You stroll in, breathe in that addicting scent of books, chat with the owner for a book rec (while petting the bookstore goldendoodle), grab a vanilla latte from the small cafe and snuggle down into your favorite wide chair to start the first few chapters of your new book.
Cooooozy.
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Are my numbers reliable?
I hope my CPA doesn’t ask too many questions…
Am I even doing this right?
Is there something I’m missing?
How can I check if I’ve duplicated something?
Our students have shaved off so much time from their monthly (or weekly) bookkeeping routines.
When you finally get your bookkeeping down, it really can turn into a quick handful of clicks in a matter of minutes and then you’re ready to analyze your data (which we’ll also teach you how to do).
Yeah this is one of those book clubs where you’re welcome to come even if you haven’t read the book!
If you’ve never touched your bookkeeping, we have discounted setup services including linking your bank accounts, setting up your categories and even zipping over a Loom video to show you exactly how to use your new shiny software. (It’s like Cliff Notes but better.)
Stop pushing bookkeeping down to the bottom of your to-do list. We’re like the personal trainer who’s standing in the gym waiting for you to show up so you can make that progress you say you’re wanting. It’s the accountability you’ve been needing!
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Manually importing transactions
How to format (and read!) your P&L
How to add or delete categories
A video library chock-full of money + bookkeeping resources
And me. Let’s just say I’ll stop at nothing to make sure your bookkeeping is working for you.
Study Hall - aka our monthly group calls to help you finish closing out last month’s books
Access to my team of pro bookkeepers to lean on for support and to answer any questions (or take over when you’re like… “it’s broken wahhh, can you fix this?!”)
Office hours each month - book 30 minutes with a bookkeeper for private questions (recordings provided afterward, too!)
How to clear bank feeds for revenue / expenses
Fixing categorizing mistakes
How to enter the beginning balance for a credit card
What to give your CPA for tax filing
… and it’s literally growing every month because I make videos as people ask questions!
A discounted rate for 1:1 bookkeeping services (we’ll help you get caught up on your books if you need!)
Bookkeeping SOS sessions: Trouble with your bookkeeping? Ask us a question and you’ll get a Loom video back so you can get over the hump. No more guessing games - woohoo!
How bookkeeping and taxes go hand-in-hand and how to pull reports for your CPA each year
Where to categorize common expenses and how creating bank rules shaves hours off your bookkeeping time!
Can you really afford to outsource or hire? That’s what we’ll dig into!
This is a monthly membership, but we were so excited to have you that we went ahead and mapped out the entire year. These are topics you can take and apply to your own business to help make the bookkeeping process a whole lot easier.
With our guidance and support, you’ll be able to get this stuff down pat!
If you’re spending big money on investments, you should be getting a return on them… and I’ll teach you how to calculate that!
Learn how to get ready for summer break by putting your bookkeeping on a semi-auto pilot.
Reading a P&L should be like reading your fave book for the third time - NOT like reading a foreign language romance novel.
There’s a reason this is the go-to cash management system everyone is talking about these days. I’ll teach you the basics and how to finally implement it (with or without the bank accounts)!
When you’ve got W-2 employees, it changes your bookkeeping. I’ll teach you the nuances of how to account for this!
It’s about time you learned how to create projections for your business based off of actual data that’s happened in the past! So freaking fun.
We’ll tackle exactly what you need to do when you feel like cash is tight, and how to leave emotions out of it!
Creating a business budget is non-negotiable, and I’ll teach you the easy way to put one together in one hour!
You can’t create an annual marketing calendar without financial goals. We’ll clarify your sales goals based on what you need to bring home!
*Note: Topics are subject to change.
After working solely with online service providers for almost 4 years (and heyo, being one myself!), I understand exactly what your business activity looks like.
And being in the accounting industry for a combined 20 years between me and my team, we have a wealth of knowledge paired with an uncanny knack for explaining complex topics in simple terms. We’re the bookkeepers you actually want to hang out with. (Sorry, CPA Gary. We still love you tho.)
I mean… were you even doing it before? This is dedicated time for accountability to actually get this done. No more waiting months and months to do your bookkeeping and spending HOURS catching up.
If you don’t want to watch the videos, then don’t! Book a 1:1 call with a pro bookkeeper to ask your questions and we’ll get you squared away.
If you’re a video gal, there are simple, concise easy-to-watch videos that will get your bookkeeping buttoned up in no time.
But you should absolutely be showing up on calls. It’s one hour a month to dedicate to closing out your books and asking questions as they arise. (Plus, I put together some pretty sweet playlists for us to listen to… if I do say so myself. That’s a selling point, right?!)
100% yes. Every penny counts in your business, and I created this membership at an approachable budget level for you. It’s time to say buh-bye to waiting for the day you feel confident enough to spend $600 every month on done-for-you services.
When you could really be doing it yourself and you just need a lil’ guidance from your bookkeeping big sis.
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Can’t afford a bookkeeper right now, but is willing to put in the work to DIY it (you just need a little help getting there!)
Wants to work with someone who makes numbers…well, not suck
Knows you need better bookkeeping
Has high-ticket offerings
Has relatively low expenses and a small enough amount of monthly transactions (100 or less ish)
I am a nerd who loves bookkeeping as much as I love a good midday dance party! I fully believe that it's equally as important to be professional with you as it is to laugh with you.
If you're here, you're looking for someone who is a fresh change from the stuffy bookkeeper you've always worked with. That's me!
We're going to have fun together (yes, FUN!) learning how to “keep your books” and how to understand the numbers as they relate to your business's financial health.
I promise to make you feel seen, heard, and understood. This is the coolest “book club” you've ever gotten to be a part of!
Let’s get you monthly learning, resources, and support that make you feel confident with your cash — and the future of your business