You know your numbers, make great decisions, and increase your profits.
Your bookkeeping is streamlined and up-to-date, you’re paying yourself well, and you're ready for your taxes.
instead of the other way around.
I help small business owners organize and understand their finances, so they can save time, make more money, and experience the freedom of knowing that they’ve got the “money stuff” handled.
I’ve seen what happens when books are a mess and strategy is an afterthought: stress, surprises, missed opportunities – and sometimes big audit penalties!
I help clients keep everything clean, smooth, and compliant – so they can focus on what they truly care about, at home and in their business.
I'll organize your business finances, get things running smoothly, maintain it all for you - AND help communicate with your CPA!
How does it get any better than THAT?
Have questions about setting up your business? The best bookkeeping software for you? The easiest way to track your finances?
You bring the questions - I'll answer 'em...
Emily at Clear Sky is amazing!
I had a bit of an old mess to clean up and she helped me through it and helped ease my anxiety throughout it. Emily made my life SO much easier!! And every time she tells me to do something scary and I do it, I make more money!"
As a bookkeeper, I track the finances of your business, and communicate to you and your accountant in ways that you both understand. I also file state and local business taxes, but not Federal income or payroll taxes (payroll taxes are best left to systems that can track and file them more efficiently!)
Unlike some bookkeepers, I also LOVE helping you increase profits, systematize and save for taxes, and create systems that make things easier and more cost-effective.
There are different kinds of CPAs, but for a small business owner a CPA typically files your Federal income taxes and calculates your estimated taxes when they are due each quarter-ish (heaven forbid the IRS ACTUALLY make it quarterly – that would be too easy!) 😉
You can do it yourself, but it may be very expensive in the long run without good training.
Bookkeeping isn’t just about categorizing transactions in software – there are rules and structure that, if not followed, can cost significant extra taxes or large penalties and stress in the case of an audit. I strongly recommend you have a good bookkeeper if you have employees, sales tax, or other complicated liabilities.
If you want to learn to do your own books correctly, get training from a professional. I teach service-based sole proprietors with no employees to maintain their own bookkeeping in Xero, Wave, or a spreadsheet. If you would like to chat about options you can set up a call here.
I stopped supporting Quickbooks in 2011 and have never looked back. I use Xero to maintain my bookkeeping clients, and I teach people to maintain their own books in Xero, Wave, or a spreadsheet.
If you currently have your books in Quickbooks and are ready to stop the madness, I’m happy to convert your books to Xero.
If you don’t know anything about bookkeeping it can be hard to tell!
I’m currently working on a course to teach you what to look for, because it pisses me off that good money is wasted on crappy bookkeepers – and then more money, stress, and time goes to fixing things later.
Always trust your gut! If you think there’s something wrong – because you can’t get answers, you don’t recognize what’s happening, or your CPA has raised concerns – ask another professional to check for you.
I do offer bookkeeping check-ups, so whether you’ve been doing your own books or paying someone else to, you’ll know all is well (before you pay extra taxes or get audited!)
I charge a flat rate to maintain your bookkeeping, which starts at $600 per month. You always know what it’s going to cost, and you don’t have to worry about how much time I spend – even if there’s an issue. This also includes consult time with me, where we discuss whatever you’d like – your business model, taxes, personal finances, or even questions about your astrology, Enneagram type, or how to communicate about money with other people in your life.
If you want to learn to do your own bookkeeping correctly, that starts at $800 for four sessions.
Find a time that works for you - no back and forth emails required.
Are we peanut butter and banana? Chocolate and hazelnut? Harry and Hermione? Let's find out!
You leave with next steps to get everything in order, and start feeling better TODAY. 🙂