BOOKKEEPING

Support that brings clarity, confidence, and calm to your business finances

Let’s be honest—you likely didn’t start your business because you love spreadsheets. But when your financial systems are a mess or your numbers don’t make sense, it’s hard to make smart decisions (or sleep well at night).

That’s where I come in.

I offer hands-on, judgment-free bookkeeping services to help small business owners get organized, stay on track, and feel more confident managing their money. Whether you’re just getting started or outgrowing DIY systems, we’ll build something that works for you.

WHAT YOU CAN EXPECT

  • Accurate, up-to-date financial records

  • Clear monthly reports you actually understand

  • Fewer last-minute scrambles at tax time

  • Systems that fit your business (and save you time)

  • A trusted partner to answer questions and keep you grounded

Service Options

No two businesses are the same—and neither are their needs. Whether you're just getting started, feeling stuck in a system that no longer works, or simply ready to stop doing it all yourself, there's an option here to support you. Each package is designed to bring more clarity, calm, and confidence to your business finances. To start, click the option that best describes what you are looking for or keep scrolling to see all the service options.

Financial Foundation

Set up your systems right from the start or hit reset if things are feeling messy. This is perfect for new entrepreneurs, growing businesses, or anyone who knows their money systems need a refresh.

What’s included:

  • 30-minute software clarity session to choose the best tools for your needs

  • Setup of a customized software system (QuickBooks, Xero, Dext, etc.)

  • Two 1-hour recorded training sessions to clean up your books and teach you how to use your new system

  • Up to three clear, easy-to-follow SOPs tailored to your business

  • 6 months of email support for bookkeeping and software questions

$597 (one-time package)

Financial FREEDOM

Ongoing support that keeps your books clean and your head clear. If you’re ready to hand off your bookkeeping and focus on the work you love, this monthly service brings consistency, clarity, and peace of mind.

What’s included:

  • Complimentary subscription to Dext for digitized file and receipt management (no more paper clutter)

  • Fast, accurate monthly entries and reconciliations

  • Responsive email support

  • GST/HST preparation and remittance (Canadian clients only)

  • Optional payroll services (Canadian clients only)

  • Monthly 30-minute strategy call to review reports and identify opportunities

Starts at $300/month

Minimum 3-month retainer. Cancel anytime with 30 days’ notice. Custom quote provided after discovery call.

Financial sanity

Customized hourly support when you need it most. No long-term commitment—just support when you need help with a specific issue.

This is perfect if you're:

  • Dealing with a messy backlog

  • Tackling a one-time cleanup or migration

  • Managing a seasonal or short-term project

  • Just need a fresh set of eyes on your numbers

Together, we will talk about what you need, set a custom budget, and get you back on track.

Not Sure What’s Right for You?

Let’s figure it out together. Book a free 30-minute Clarity Call and we’ll talk through your current systems, your goals, and how I can help.