Book Your Free Consultation

Proactive bookkeeping for small business owners who want clarity and confidence.

Let’s get your numbers working for you — not against you.

Running a business is demanding enough without worrying about messy books, missing receipts, or confusing financial reports.

During this complimentary consultation, we’ll spend about 20 minutes to:

• Review your current bookkeeping setup

• Identify gaps that may be costing you time or money

• Outline a clear path to financial clarity and control

No pressure, no jargon — just honest guidance from a bookkeeping specialist who understands small business finances.

👉 Schedule your consultation below.

This consultation is a good fit if you’re ready to outsource bookkeeping or clean up your books — not for DIY support.

What to Expect

1. You’ll receive a confirmation email with your Zoom link.

2. I’ll review any details you’ve shared so our call is personalized to your business.

3. During the call, we’ll discuss your current bookkeeping system, pain points, and next steps — whether that’s a diagnostic review, cleanup, or ongoing support.

If we’re a great fit, the next step is a paid Diagnostic Review, which can be applied toward your cleanup or first month of bookkeeping if you move forward.