Support to help you understand your numbers, strengthen your systems, and make confident business decisions.
Working with you to put practical solutions in place that strengthen your financial systems and support better decisions.
QuickBooks Online should support your business, not create more confusion.
I help entrepreneurs get QBO set up properly, learn how to use it effectively, and build practical systems that lead to clearer reports and better decisions.
If you have fallen behind, my team can also help catch up your bookkeeping, review past transactions, and optimize your records so they are categorized properly and sales taxes are applied correctly when needed.
With the right setup, guidance, and support, you can feel more confident in your bookkeeping and more in control of your business finances.
Book a call or send me an email to get started.
The B.A.G. Bookkeeping Accountability Group is designed for entrepreneurs who manage their own bookkeeping but need dedicated time, accountability, and live support to stay on track.
Each monthly session gives you a focused bookkeeping workday from 10:00 a.m. to 3:00 p.m. You'll begin by setting a clear intention for what you want to accomplish, check in throughout the day, and work independently on your own books. When you get stuck or have a question, you can put your hand up and receive guidance so you can keep moving forward.
Every session also includes a short “must-know” bookkeeping lesson, practical next steps, and a commitment to what you will complete before the next session.
Whether you attend occasionally or choose a six- or twelve-month commitment, B.A.G. helps you stop putting off your bookkeeping, build more consistent habits, and feel more confident about your financial records.
Best for entrepreneurs who need an occasional bookkeeping catch-up day or want to experience B.A.G. before committing.
Best for entrepreneurs who want support building a regular bookkeeping routine without committing to a full year.
This as the best-value option for entrepreneurs who are serious about staying current and improving their bookkeeping systems.
Need a strong foundation and want your system set up properly from the start?
Setup and support may include:
QuickBooks Online setup
chart of accounts tailored to their business
sales tax setup
products and services setup
training on how to use the system
Want to understand their numbers and make more confident decisions?
Clarity can include:
one-on-one training
help understanding reports
support with expense tracking
guidance on what numbers matter most in their business
education in plain language
Know something is off but not sure where to start?
This is where we put the detective hat on.
I review your bookkeeping systems, look for missing pieces, identify problem areas, and help uncover why your reports may not be making sense. From duplicate transactions to incorrect categories, sales tax issues, missing documentation, or unclear workflows, we follow the trail and create a practical plan to clean things up.
Services may include:
bookkeeping reviews
identifying problem areas
cleanup guidance
improved workflows and processes
recommendations to make bookkeeping more accurate and easier to maintain
Working with you, every step of the way
I begin by taking the time to understand your business, where you are now, and where you want to go. From there, we create a customized plan that fits your goals, your business, and the way you work best.
You choose the level of support that works for you, whether that includes video calls, phone calls, or customized training in written, video, or hybrid format. I believe clients should feel fully supported throughout the process, and I encourage you to ask questions whenever they come up. My role is to work with you, guide you with practical solutions, and help you move forward with greater clarity and confidence.