Our Services
Bookkeeping
Whether you want to take the pressure off by handing over your bookkeeping or prefer to keep it in-house, we’re here to support you. Our goal is to empower women to better understand their finances and feel confident with their numbers. Whether that means hands-on learning so you can do it yourself, or having us manage the records and walk you through the results, we have a service designed to meet you where you are.
Monthly Bookkeeping
Full-service bookkeeping tailored to your business. We handle everything, so you can focus on growing your business.
Transaction Categorization: Know exactly where your money is going.
Bank & Credit Card Reconciliation: Completed monthly for accuracy and peace of mind.
Financial Statements: Delivered quarterly or monthly, depending on your plan, with clear insights into your business performance.
QuickBooks Training & Support
Perfect for business owners who want to manage their own books but need expert setup, training, and ongoing accountability.
QuickBooks Setup & 1-Hour Training Session: Get your account set up right and learn how to confidently manage your books.
Monthly Check-Ins: Dedicated monthly sessions for the first 3 months to review your progress, address your questions, and keep everything accurate and on track.
Add-On Service: Bookkeeping Catch-Up & Cleanup
For clients starting fresh or transitioning to our services, we’ll organize and input historical records to ensure your books are accurate and tax-ready.
One-Time Fee: Based on the complexity of historical data entry and cleanup required.
Financial Planning & Analysis (FP&A)
Financial Planning & Analysis goes beyond bookkeeping by showing you what your numbers really mean and how to use them to make smarter business decisions. From forecasting and budgeting to evaluating pricing and profitability, we help you see the story behind the data. When paired with any of our bookkeeping services, FP&A gives you the clarity and strategy needed to grow your business with confidence.
