GOT QUESTIONS?
YOU’RE NOT ALONE
Navigating business finances can feel overwhelming, especially when you’re trying to do it all yourself. This FAQ page is here to take some of the guesswork out of the process. Whether you're wondering how we’ll work together, what bookkeeping really involves, or how coaching can support your goals—you’ll find clear, straightforward answers here. Still have a question? Feel free to contact me or book a Clarity Call.
FREQUENTLY ASKED QUESTIONS
GETTING STARTED
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All of my services are virtual, so no matter where you are, we can work together with ease.
We’ll start with a free 30-minute Clarity Call to get to know each other and see what kind of support you need. If we’re a good fit, I’ll send over a welcome package and engagement letter. No payment is required until you’ve reviewed everything and are ready to move forward. -
Absolutely. The Clarity Call is designed to help us figure that out together. We’ll talk about what’s happening in your business, where you’re feeling stuck, and what kind of support will make the most impact.
My Approach & Philosophy
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I work best with values-driven small business owners who are looking for thoughtful, personalized support. If you care about doing things right, want to feel more confident around money, and value a partnership that’s honest and human—you’ll likely feel right at home here.
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I sincerely love what I do. Unlike most left-brained bookkeepers, I lean on my right brain by taking a holistic approach to managing your money (read: ease-filled, mindful, nourishing). More importantly, I was once like you, a small business owner without a clue and seriously lacking in guidance from my accountant. Because I would never wish that costly and frustrating experience upon anyone, I went back to school to be trained as a bookkeeper and later as a business coach. Now, my goal is to help you achieve your goals.
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First—you're not alone. So many of my clients come to me feeling behind, disorganized, or even ashamed of how things look behind the scenes. I promise, nothing you share will shock me or make me think less of you. My job isn’t to judge—it’s to help you feel supported, grounded, and back in control. We’ll meet things as they are and move forward from there—together.
Bookkeeping Services
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As qualified as I may be as a Bookkeeper, having a qualified CPA (Certified Professional Accountant) in your corner can cover high level business issues, income taxation, tax planning, incorporation, business valuation, and represent you before various governmental agencies. These are responsibilities that fall outside the scope of bookkeeping.
That said, I’m happy to connect you with someone suitable or work with your existing accountant.
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I am certified in cloud-based tools such as QuickBooks Online, Xero, and Dext. I’ll recommend the best fit for your business, and I’ll get it set up so it actually works for you. And yes—if you’re still using Excel, we can meet you where you are.
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That’s exactly what I’m here for. Whether you’re behind, unsure what’s accurate, or completely overwhelmed, I’ve seen it before—and I can help get things back on track without judgment.
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The truth is, professional support is an investment and an important one. No two businesses are exactly alike. Because your business and the level of support you’ll need from me is unique, the only way I can give you an accurate number is if you book your no-strings-attached Clarity Call.
Coaching Support
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Coaching is about partnership, accountability and outcomes. Together, I support you to develop your own resources to not just identify your goals, but create a roadmap for achieving them.
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Common topics include:
Getting clear on your vision and business goals
Making confident decisions
Raising prices or shifting your offers
Working through burnout or overwhelm
Creating better systems for how you run your business
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Yes. Coaching can help you take that plan and actually implement it. I’ll help you troubleshoot, stay accountable, and adjust when things don’t go as expected—without judgment or pressure.