For the business owner who knows what's worth their time.
Everything you need to actually know your numbers.
-
Systems that work the way you do. Your books are set up in a way that's clear, organized, and easy to navigate, so when a question comes up, the answer is already there. And if it's not, I am. Available Monday through Friday, always.
-
A monthly report that actually makes sense. Every month you'll receive a clean, detailed breakdown of exactly what your business earned, where your money went, and what it all means —no guesswork, no confusion.
-
A bookkeeper you can actually reach. With regular check-ins and Voxer access, you're never left staring at a number wondering what to do with it. I'm here to make sure your reports aren't just delivered, they're understood and put to work.
Customized Support
Every business is different. Your books should reflect that.
Whether you're a solo operator who wants clean, tax-ready financials or you're leading a team and need a detailed picture of what every launch, campaign, or revenue stream is actually producing, there's a package built for where you are right now.
Tap below to explore what's included in monthly and quarterly bookkeeping packages.
-
In Depth Reports - Profit & Loss, Balance Sheet, Cash Flow
Categorization of Income and Expenses/Reconciliation of All Bank Accounts and Credit Cards
Categorization of Income and Expenses/ Reconciliation of All Bank Accounts and Credit Cards
End of Year Reports for your Tax Preparer
1099 preparation
Relay bank Set up
Receipt Management Profit-First Allocation/Set-up with Relay Bank (Pay yourself FIRST)
Loan Tracking
Project Tracking - Launch tracking and income breakout for different projects (to review in meetings)
Payroll Set-Up (Gusto Payroll) for paying contractors and employees
Budget Planning - let's create a budget for your business!
Bill Pay
Email & Voxxer Access to Diana & Team
Bookkeeping Calls to go over your goals and the details of your books
If you're at the point where your business is consistently making money and you're ready to have real eyes on it every month, this is where we start.
Click below to schedule a complimentary call. We'll talk through where your business is, where you want it to go, and what level of support makes the most sense. No pressure, no confusion, just a straightforward conversation about what your numbers need.
Your business has grown too much to leave your books on the back burner.