You don’t need perfect books or total confidence in your finances to be ready. Many people reach out because they’re stretched, overwhelmed, or simply ready to stop holding everything on their own.

My services are typically a good fit for service-based leaders who are financially stable and ready to delegate. If your business is covering its core expenses and you’re looking for steady, ongoing support, rather than urgent or crisis-level help, we’re likely aligned.

If you’re in acute financial stress or just beginning to generate income, this may not be the right time yet. My goal is for our work together to feel sustainable, not an added pressure.

If you’re unsure, you’re always welcome to reach out. We can talk through where you are and whether it feels like a good fit.

That’s more common than you might think, especially for business owners whose work focuses on serving others.

You may feel behind, embarrassed, or unsure where things went off track. My role isn’t to judge or rush the process. It’s to assess what’s there and outline a clear, manageable path forward.

Sometimes that means beginning with cleanup or catch-up work before transitioning into ongoing bookkeeping. Other times, the books aren’t nearly as messy as they feel. They’ve just been weighing on you.

Either way, you don’t need to have everything “together” before reaching out. We’ll review the current state of your books and determine the right next step, at a pace that feels grounded and realistic.

I work best with service-oriented, care-based, and creative businesses whose work centers on serving others and maintaining ongoing client, customer, or member relationships.

This often includes:

• Therapy and counseling practices

• Wellness providers and studios, such as acupuncturists, yoga studios, bodyworkers, and other body-based practices

• Service-based businesses built on trust and reliability, such as cleaning companies, organizing professionals, and other home or property service providers

• Service-oriented creatives and professionals, including interior designers, architects, landscape designers, florists, photographers, and creative studios

• Educators, writers, guides, and consultants whose work involves teaching, learning, or long-term client support

• Established businesses that offer services alongside programs, courses, memberships, products, or other creative offerings

I’m especially well-suited to work with businesses that value steadiness, clear communication, and thoughtful systems, and that are financially stable and ready to delegate their bookkeeping so it no longer rests solely on them.

I prioritize clear, steady communication so your books stay consistent and you always know where things stand.

Most communication happens asynchronously, typically by email. This allows for thoughtful responses and helps maintain a reliable monthly rhythm.

You can expect:

• Clear, consistent updates

• Regular monthly reporting

• Thoughtful responses within a defined timeframe

• Communication that is professional, kind, and direct

This approach allows me to focus on your books while ensuring you remain informed and supported.

If something time-sensitive arises, it will always be addressed promptly. Most matters, however, can be handled within our regular workflow.

My goal is for communication to feel reliable, supportive, and sustainable over time.

Getting started is designed to feel intentional, clear, and supportive.

If you’re interested in working together, the first step is to complete an initial questionnaire. This typically takes about 5–10 minutes and helps me understand your business, where things currently stand, and what kind of support you’re looking for.

Once you submit the questionnaire, you’ll be able to schedule a discovery call directly. This call is a chance for us to connect, ask questions, and see if working together feels like a good fit.

If we decide to move forward after our discovery call, I’ll request accountant access to your QuickBooks Online file to assess the current state of your books. From there, I’ll provide a clear proposal outlining scope, timeline, and monthly investment.

Services are offered as a monthly investment, based on the scope and complexity of your business.

This is ongoing bookkeeping support designed to provide steadiness and clarity over time, not one-time fixes or emergency assistance.

If your books require setup, catch-up, or cleanup work, that phase is scoped and quoted separately before transitioning into ongoing support.

After you complete the questionnaire and we meet for a discovery call, I’ll review your QuickBooks Online file and recommend a level of support aligned with your needs. You’ll receive a clear proposal outlining scope and monthly investment.

There’s no obligation to move forward. The goal is for the engagement to feel sustainable and appropriately matched to your business.

If you’re unsure whether this is the right time, you’re welcome to reach out. Sometimes clarity comes from simply having a conversation.