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Get back to focusing on growing your business and serving your customers

 

Are you feeling...

Overwhelmed managing your business?

Anxious about tax season?

Uncertain about your finances?

Are you passing up opportunities to gain new business because you don't have room on your plate for any more tasks?

I can help!

Designer using computer for bookkeeping
 

How it works

Simple bookkeeping solutions that work for you and your business

1

Let's chat

During your complimentary consultation, I'll get to know you and your business. We'll talk about your struggles and goals.

2

Let's make a plan

I'll review your books (if you have some already) to see what's working and what's not. I'll develop a customized solution that fully resolves your bookkeeping struggles.

3

Let's build your future

I'll get your books setup or cleaned up so they're working for you. You'll have more time and energy to build up your business and serve your customers.

 

Customizable Bookkeeping Solutions

Your simple bookkeeping solution starts with a QuickBooks Online account.

QuickBooks Setup or Tune-up

Get a QBO account that works for you

If you don't have an account or just want a fresh start, we'll set up a brand new account. If you already have an account, we'll get it tuned up.


Either way, we'll customize it to work well for your business. We'll also integrate third-party apps (like Jobber) to ensure efficient flow of information to simplify your recordkeeping processes.

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Diagnostic Review

Find out what's working and what's not

We'll do a diagnostic review. We want to ensure we're starting with good, clean information. If clean up work is needed, you'll receive a report outlining that work so you can decide if you want to take care of it yourself, or get help.

Diagnostic reviews can be completed as a stand-alone service.

Clean up/ Catchup

Get help fixing up past transactions

Clean up services are for data you've already entered into your QuickBooks account that need adjustments for accuracy or completeness.


Catch up services are for data that needs to be entered into your QuickBooks account.

We can help you get your books up to date.

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Training for QuickBooks

Learn how to keep your books like a pro

You'll learn more in less time with a customized training plan that focuses on what you need to learn. Our 2 or 3 hour initial training sessions come with 15 minute follow up sessions that can be used within 1 year.

* Initial training sessions can be broken into smaller chunks (30, 45 or 60 minutes)

Optional Add-Ons

  • Training guides to give you tips and tricks to easily maintain your books like a pro

  • Customized bookkeeping cheat sheet showing how to categorize your actual transactions to make maintaining your books a breeze

On-Going Support

Get help with DIY bookkeeping

Unlimited bookkeeping and QuickBooks support so you can get answers to questions as they come up instead of letting things stack up

Monthly or Quarterly review of transactions, deposits, and reconciliations to give you the confidence that you're maintaining your books correctly

Optional Add-on:

Financial analysis and strategy sessions to get feedback on how your business is doing and how you can improve going forward

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On-Going Services

Outsource your bookkeeping to a pro

Monthly transaction classification, deposit recording, reconciliations and financial reports that allow you to see how you're doing on a regular basis

Unlimited bookkeeping support and guidance

Coordination with your tax professional to make tax time a breeze

Subscriptions included:

  • DEXT Prepare to eliminate receipt clutter and streamline your expense tracking

  • QuickBooks Online

  • Rewind (Cloud back up of your QBO account)


Optional Add-ons:

Invoicing

Bill Pay

Payroll

Project tracking of income and expenses

Financial analysis and strategy sessions to get feedback on how your business is doing and how you can improve going forward

 

Hey! 

I'm Melissa.

As a business owner myself, I know how hard it can feel juggling all of the different roles, while still working to grow a business.

I've helped my clients simplify and streamline their business to bring clarity to their processes and bookkeeping. They've saved hundreds hours a year and cut expenses by thousands.

Together, we can restore confidence in your business so you can focus on building your clients' dream home.

Are you ready to FINALLY feel in control of your business?

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Client Testimonials

Melissa had helped me to get our QuickBooks set up after our business had been open for 2 years. After over 30 attempts to contact QuickBooks directly over their own help system, with no returned phone calls or chats, I contacted Melissa again. She was able to figure out the problem and get my payroll set up for direct deposit. I am very happy that I have found Melissa and I know that I can count on her when I need assistance. Would recommend her to any business owner.

Ramona E

 

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