Done-With-You Bookkeeping Options
You want to be tax-ready. And you want expert help for your books so they are done right. These are great goals! Below are examples of how we work together. All are done as virtual meetings.
Quarterly / Annual Check-Ins
Professional eyes on your DIY books to make sure you’re taking all the right steps
Tax Prep Overview
Expert review on what’s needed for taxes in your industry and a look at your books to determine your readiness
Business Book Reviews
Consulting session where you share your current books and ask all the questions to someone who loves to nerd out about spreadsheets
QuickBooks Training
Deep dive into QuickBooks and the important features specific to your industry and business needs
New Business Set-Up
Detailed review of the steps to move from side gig / hobby to a business like creating an EIN, LLC, etc.. (P.S. congrats!)
Workflow Coaching Session
Focused time to look at your current bookkeeping workflows (e.g., automated payments, deposits, or tax holdings - or lack thereof)
How Can I Help?
Maybe you don’t know what you need and you just know that things are “messy” or “not right” or “taking you forever to figure out.” So, that’s where I come in. In about 30 minutes on the phone, you and I can determine what your biggest need is. From there, I point you to the right-fit offering. My suggestion is always based on your bookkeeping needs and your budget.
WHAT CLIENTS SAY
Jennifer did it all with grace and patience
“Jennifer took her time and worked with me until I understood the details of my own bookkeeping. Her services included cleaning up my books, teaching me QuickBooks, ongoing training and reconciliation, answering questions (I have a lot!), and did it all with grace and patience. I highly recommend!”
- Selby Ham | Face Art by Melissa
What to Expect
After many years close to the gig worker industry + more than 25 years as a bookkeeper, I speak your language while teaching you about the numbers in your business.
I meet you where you are.
I’ve seen everything and am unfazed. New to business? Been at it for over a decade? Confused by QuickBooks? Feel good about your bookkeeping but want expert guidance? Embarrassed? No worries. All levels of bookkeeping confidence are welcome!
I offer services that grow with you.
Consultations and trainings, like the ones listed above, allow for lots of questions, and you get immediate answers. As your business grows, your questions change.
I do what I do best so YOU can do what you do best.
You didn’t go into business to be a bookkeeper, BUT I DID. :) Together, we can do great things.
Questions You Might Have
