Financial Decisions Your Future Self Will Thank You For

When you understand your numbers and align them with your vision, you create a business that serves you both now and in the future. My dual approach of precise bookkeeping and strategic guidance allows you to focus on what you do best today while building a financial foundation for long-term success.

I provide clear financial insights that help you see the connection between present decisions and future outcomes, empowering you to make confident choices aligned with your values and goals. You'll receive regular updates that not only show where you stand now but illuminate the path to sustainable growth and peace of mind.

Holistic Approach
I understand that business success means more than just healthy profits. As an entrepreneur myself, I know the importance of building a business that serves your life, not the other way around. I combine precise bookkeeping with mindful guidance to help you make financial decisions you'll appreciate both today and years from now.

Professional Expertise
I bring years of bookkeeping and financial advisory experience to support your journey. I'll help you make informed decisions about your business structure, tax planning, and growth strategies while ensuring you're supported by a trusted professional who understands both the technical aspects and human side of your business.

Strategic Partnership
I go beyond basic number-crunching. My systems provide detailed insights into your revenue streams and profit patterns, helping you understand not just where you are, but how to get where you want to go. You'll receive clear, actionable reports that guide your next steps and build toward your long-term vision.

If you're committed to creating a thriving business that aligns with your values, you're ready. Understanding your numbers and having strategic guidance is essential for making confident decisions that support both growth and balance. You may be at the beginning of your journey, but with my insight and guidance, you'll build a strong foundation for sustainable success.

Take a deep breath - this is exactly why I'm here. Many clients come to me feeling overwhelmed, and I'm an expert at creating clarity from chaos. My onboarding process includes setting up clean books from either your business start date or the current year, whichever serves you best. This fresh start is part of my new client package and comes at a special rate. I'll guide you through each step, making the process smooth and stress-free.

No need to have anything in place. If you're already using a system that works, I'm happy to continue with it. Sometimes a fresh start serves you best, and I'll guide you toward the right solution. I primarily work with Xero and QuickBooks Online, choosing the best fit for your unique business. You can either manage the software subscription directly or have it included in your monthly investment with me.

I'll need online access to your financial accounts (banks, credit cards, PayPal) and invoicing system. Most platforms offer secure, read-only access for accountants, and I'll help you set this up safely. This streamlined access allows me to work efficiently while maintaining your security.

As your dedicated bookkeeper, I maintain your monthly records with precision and care. After each month ends, I'll:

• Update all your transactions
• Reach out once for any needed clarifications
• Provide your financial reports with strategic insights
• Schedule regular check-ins to discuss your progress and goals You'll receive your updated books by the 15th of each month, often sooner.

Beyond monthly bookkeeping, I provide:

• Quarterly strategy sessions
• Profit optimization planning
• Cash flow forecasting
• Business growth guidance
• Work-life balance strategies My holistic approach ensures you're supported in both the practical and strategic aspects of your business.

My monthly bookkeeping and financial guidance services start at $300, with most clients investing around $500 per month for comprehensive support. Pricing is based on your unique needs and business complexity.

For those not ready for full bookkeeping services, I also offer a DIY Bookkeeper Guide for $47 that walks you through setting up your own financial systems.

For historical cleanup (if your books need to be caught up), there's a one-time setup fee we'll discuss during our discovery call.

All ongoing services work on a monthly auto-pay subscription basis, accepting PayPal or credit card payments.

My Future Self framework helps you make financial decisions with both immediate needs and long-term impact in mind. By considering how today's choices affect tomorrow's outcomes, you'll build a business that creates lasting prosperity and peace. This approach transforms your relationship with your finances from one of stress and avoidance to clarity and confidence. Your future self will thank you for the foundation you're building today.