What if your relationship with your money was filled with
Bookkeeping for Soulpreneurs
Why we are different
It’s never just about “doing the books,” it is about empowering you to be profitable while doing what you love. We help you create a system and structure to keep you organized, keep your finances up to date, and help you understand your numbers so you can make educated and profitable decisions to grow your business.
We love to:
- Work with entrepreneurs who are open to a hands-on approach to money.
- Guide you through setting up your accounting system so the numbers make sense to you (and not just your CPA).
- Help you to understand your numbers.
- Keep you organized so you can spend more time making money doing what you love!
Monthly and quarterly packages are available starting at $150 per month and include your subscription to Quickbooks Online.
How we work
Whether you are stuffing receipts in a shoe box and know it’s time to set up systems that empower you around your money, or you’ve been working with a bookkeeper and like the empowering approach that we provide, we work with our clients to first set up the system that will work best for you then provide a monthly retainer to keep the momentum going.
We start just where you are with no judgment.
Carolynn helps you strategize and implement the systems you need to get you organized and to understand your numbers. This not only gives you enormous peace of mind but you can start to make decisions that help you grow your business and become more profitable.
Once the systems and strategy have been established, your account will be managed by one of our amazing team members. Carolynn works hand in hand with her team and stays involved in your account. She is always available to help you understand your numbers and strategize with you as things grow and evolve.
Strategy Sessions and Special Projects
Do you need expert advice or have a burning question about bookkeeping?
Not sure who to ask?
Maybe you need help strategizing the best systems to invoice customer payments?
Or perhaps you need to get your books built for the past year so you can file taxes?
Whatever your bookkeeping needs are – we are here to help!
We specialize in systems, strategy and soul.
We help you create a system and strategy that is easy to follow and works with your unique individual needs. No cookie cutter solutions here! We provide real, down to earth strategies that will set you up for success in a way that will make your soul happy.
Strategy sessions start at $250 per hour and bids for special projects are customized based on your needs.
Some examples of topics that can be covered in a strategy session or special projects that we can help you accomplish:
- Review QuickBooks set up and make suggestions for improved efficiencies
- Help evaluating if a third-party app or point of sale system should be integrated with QuickBooks – a bid can also be provided to complete the integration
- Understanding your numbers and reports
- Help you create systems and processes around spending and receiving money
- QuickBooks clean up and audit of transactions
- Build books for any period of time (this year, last year, the last 7 years…)
- Set up new set of books so you are confident managing your finances moving forward
- QuickBooks training
- And much, much more!
Carolynn is an expert strategist and systems are her superpower! Her knowledge of small business and QuickBooks are unsurpassed. Let’s chat and see if we are a good fit.