Join

Services

🧾 Monthly Bookkeeping Services

Financial clarity that’s consistent, compassionate, and done-for-you.

You didn’t start your business to become your own accountant — but here you are, knee-deep in receipts, behind on reconciling, and hoping your tax preparer doesn’t side-eye your spreadsheets.

Bookkeeping isn’t just about staying compliant — it’s about staying confident in your business decisions.

Let’s take that weight off your shoulders.

🌿Bookkeeping Support

I offer ongoing monthly bookkeeping services designed for small business owners, solopreneurs, and creatives who want to stay in their zone of genius while still feeling fully in control of their finances.

We’ll work together to create a simple, efficient workflow — and I’ll keep your books clean, current, and completely aligned with what matters most to you.

💫 What’s Included:

✅Monthly Account Reconciliations

  • Checking and Savings Accounts

  • Credit Cards

  • Loans and Lines of Credit

✅ Categorization of income and expenses

  • Set-up and maintenance of your Chart of Accounts

  • Clear and easy to identify income and expense accounts customized to your business

✅ Monthly reports

  • Clear and understandable reports

  • Reports designed to keep you informed

  • Consistent and regular clarity on the financial state of your business

✅ Regular check-ins to review financial performance and stay aligned

  • Regular updates so you always know what's happening in your business

  • Clear and clean communication

  • Accountability & Habit building

  • Staying on top of deadlines and tax requirements

✅ Secure document sharing & systemized workflows

  • Customized workflows to work for you and your business

  • Secure and accurate document storage that you own, so everything is easy to find and always in your control

✅ End-of-year reports for your tax preparer

  • I work directly with your tax preparer or CPA to make sure all documents are in order

  • I communicate directly with them to make sure they have what they need to file your taxes in a timely fashion

✅ Optional Services

  • Sales Tax Filing (single or multiple states)

  • Payroll Support and Administration

✅ Optional Services

  • Accounts Payable (Bill Pay)

  • Accounts Receivable (sending invoices to clients)

✅ Catch-up / Clean-up

  • Whether it's been a few months, or a year or more, I can help you bring your business finances up to date.

🌀 You’ll Also Receive:

  • A custom onboarding process to review your systems and software

  • A personalized bookkeeping workflow tailored to how you work

  • Access to me for questions and strategy throughout the month

  • The feeling of being fully supported — without judgment or overwhelm

🧭 This is for you if:

  • You want support with your finances from someone who brings both spreadsheets and soul to the table

  • You value clear, consistent financials but want them managed with compassion and ease

  • You’re looking for a collaborative relationship, not just a transactional service

  • You’re building something meaningful — and want a bookkeeper who truly gets what you're creating and will co-create with you

  • You believe your business deserves structure and clarity that supports your growth, your nervous system, and your purpose

Your numbers tell a story.
Let’s make sure your story is one of alignment, expansion, and ease.

Ready to explore what soulful and aligned financial support can feel like?

📅 Schedule a Discovery Call