Explore the Services That Fit Your Business
services that go beyond the basics
quickbooks account setup
$350
For the DIY'er who's not quite ready to invest in monthly bookkeeping support.
If you’re handling your own books but need help getting the basics in order, I’ve got you. I’ll set up your QuickBooks to fit your business perfectly— simple, organized, and easy to use. You’ll be ready to tackle your bookkeeping with way less stress and way more confidence.
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monthly
bookkeeping
services
Your business deserves the support you didn't know you needed.
Your books stay accurate and up to date, so you’re always prepared for loans, audits, and confident decision-making. Cash flow management, budgeting, and long-term financial planning are handled with clear, easy-to-understand explanations of your numbers. Because every business is different, I offer customized bookkeeping solutions tailored to your needs, budget, and goals, including:
- Transaction Tracking & Categorization
- Bank & Card Reconciliations
- Financial Reports (P&L, Balance Sheet, Cash Flow)
- Financial Coaching & Goal Setting
- Ongoing Financial Reviews
- Business-Hours Support
- Year-End Close & Financial Statements
- Tax Professional Collaboration
my approach:
starting at $300/month
investment:
Get Expert Advice, Tailored to You
In this 60‑minute session, we’ll dig into your current bookkeeping setup together — I’ll walk you through what’s working, what’s not, and answer any questions you’ve got. We’ll take a look under the hood, identify areas where you might be losing clarity or money, and talk through how your spending habits affect your business’s bottom line.
Think of it as a financial check‑in: you get expert guidance, honest feedback, and actionable steps to tighten up your bookkeeping and build healthier money habits. It’s perfect for creatives and service‑based business owners who want to clean things up, feel more confident about their numbers, and start making smarter decisions with their finances.
1:1 Breakthrough session
$100
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other forms of support
Experience the peace of mind that
comes with having your finances in order.
Monthly Bookkeeping Packages Add-On's:
Gusto Payroll, Estimated Quarterly Tax Payments, Accounts Receivable.
1099 prep & filing
I'll take care of all your 1099 needs, from preparation to electronic filing, ensuring you stay compliant with IRS regulations. Deadline for 1099 filing is January 31st. One less task to worry about!
inquire for pricing.
Closing out the year doesn’t have to be chaos. I’ll tidy up your books, fix any mistakes, and make sure everything’s ready for tax season. Think of it as a fresh start for your finances without the headache.
investment varies based on scope.
Year-end cleanup
Proposal tailored to your business needs
It all starts with
a discovery call
We’ll kick things off with a call where I get to know your business and financial goals. This is your opportunity to ask questions, see how we can work together, and most importantly, determine if our personalities click.
Onboarding and
ongoing support
After our discovery call, I’ll send you a proposal that’s customized to fit your unique business needs and goals. You’ll get clear details on services, pricing, and how I can best support your growth.
Once you’re onboard, I’ll guide you through the setup process and make sure everything’s running smoothly. From there, I’ll be here for ongoing support to keep your finances on track and answer any questions that come up.
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I believe in making bookkeeping simple. From our initial conversation to ongoing support, I'll guide you through a smooth and easy process that takes the stress out of managing your finances.
Here's how it works...
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Process and how I work with you
She has taken the burden of bookkeeping completely off my shoulders and allowed me so much more time to focus on other parts of my business. She is so thorough and on top of every aspect of my bookkeeping, keeping things organized and easy for me to understand.
Working with Sophia has been amazing!!!
Sophia is a ✨GOD SEND✨ in helping us get a hold of and know what our finances actually look like! She is amazing at answering all of our questions and giving suggestions to make life easier! She goes through everything with you in such a manageable and stress relieving way!
Figuring out finances as a creative is hair pulling work!
We attempted our bookkeeping to save money at first and quickly realized that it was costing us more time and money.
She has taken time with us to help explain our financial situation, sends us regular reports and has been such a delight to work with!
Sophia is
such a great investment!!!
alongside bookkeepers each year for the benefit of our clients.
Sophia has been amazing to work with. She is knowledgeable, she communicates well and she ensures her clients are as prepared as they can be in their business for tax filing!
I am a tax professional who works
A company that is just as serious about growth as their client!
Sophia has done a great job at educating me and handling our books.
I appreciate the communication!
Sophia makes me feel so comfortable and safe with my numbers.
I always leave feeling so refreshed & confident to tackle my goals after our financial reviews!
Sophia is stuck with me for a long time!
She has taken the burden of bookkeeping completely off my shoulders and allowed me so much more time to focus on other parts of my business. She is so thorough and on top of every aspect of my bookkeeping, keeping things organized and easy for me to understand.
Working with Sophia has been amazing!!!
Sophia is a ✨GOD SEND✨ in helping us get a hold of and know what our finances actually look like! She is amazing at answering all of our questions and giving suggestions to make life easier! She goes through everything with you in such a manageable and stress relieving way!
Figuring out finances as a creative is hair pulling work!
Q
&
A
Yes! We serve all of the United States. Our virtual services make collaboration a breeze, no matter where you are!
To make things more automated, we use QuickBooks for our bookkeeping services. As a QuickBooks ProAdvisor, I can help you set up your account for a one-time fee. Not ready to invest in monthly bookkeeping services? No problem! I can also help you set up your QuickBooks account on its own.
ABSOLUTELY NOT. In fact, outsourcing bookkeeping can give you greater control by ensuring your books are accurate and up-to-date. You'll have 24/7 access to your QuickBooks account, allowing you to view your finances anytime.
No control freak vibes here! We're here to cheer you on to financial clarity & success.
If you’ve been putting off bookkeeping, Googling tax deductions, and feeling overwhelmed by financial spreadsheets, it’s time to consider outsourcing your bookkeeping. Let me handle the number crunching, so you can focus on what you love!
Your financial information is our top priority. We use a secure client portal to securely store and access your sensitive documents, such as bank statements and tax returns. This portal is protected by advanced security measures, including bank-grade encryption (AES 256 and TLS 1.2), to ensure the confidentiality of your data.
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