Welcome to the
Desert Soul Sisters
family. 🤍
Everything you need to know about working together — bookmark this page and come back anytime.
Welcome
I'm so glad you're here.
This page is your home base for everything you need to know about working together. Consider it your go-to reference — whether you're in week one or month twelve.
I built Desert Soul Sisters because I believe female founders deserve someone genuinely in their corner when it comes to their money. Not just someone who balances the books, but someone who helps you actually understand them. That's exactly what I'm here to do.
Rooted in support, always. 🤍 Priscilla
Hi, I'm Priscilla~ Your bookkeeping bestie.
I'm a Bookkeeper + Cash Flow Strategist and the founder of Desert Soul Sisters Bookkeeping. I help female founders ditch the money fog and finally feel in control of their business finances — without the overwhelming jargon or judgment.
When we work together, you'll stop wondering if you've done enough and start knowing exactly where you stand and what to do next. That's the promise. Every single month.
📍 Based in beautiful Tucson, AZ · Serving clients everywhere
My promises to you.
These aren't just words — they're how I run every single client relationship.
Clarity, Always
You'll always know where your money stands. No confusing reports, no jargon — just plain-English answers that actually help you make decisions.
Zero Judgment
I've seen messy books before — honey, you are not the messiest I've worked with. This is a safe space. No shame, no lectures, just support.
Real Results
Clean books. Accurate reports. Tax-ready financials. Your CPA will love you. And you'll love finally knowing what your numbers actually mean.
Genuine Partnership
I'm not just your bookkeeper — I'm in your corner. When something looks off or an opportunity shows up in your numbers, I'll tell you.
Getting started is easier than you think.
Here's exactly what happens when we begin working together — step by step, no surprises.
Complete Your Onboarding Questionnaire
Check your email for your onboarding questionnaire link — it's where I learn everything about your business. Entity type, accounts, how money moves, payroll, all of it. Set aside about 15–20 minutes to complete it. The more detail, the better your books will be from day one.
Gather Your Documents + Grant Access
You'll need to provide bank statements (or grant view-only access), connect your accounting software, and upload any key documents. Your full checklist is in Section 4 below. If you have questions, reach out to support@desertsoulsisters.com.
Access Your Client Portal
Your Double HQ client portal is your home base — this is where your reports live, where you can message me directly, and where you'll find everything related to our engagement. You'll receive your portal access separately.
I Get to Work 🎉
Once all documents and access are confirmed, your 14-business-day onboarding window is officially running and I get started. The faster everything comes through, the sooner your books are in good hands.
⏱️ 14 Business Day Onboarding Window: This is the period we use to get everything set up and ready to go. It starts the day your onboarding email is sent. The sooner I have access and documents, the sooner we roll.
Your monthly rhythm.
Here's what to expect every single month so you always know what's happening with your books and when.
I kick off your monthly bookkeeping and send a request for any statements or documents I need from you.
All outstanding statements, reports, or documents due from you. The sooner they come in, the sooner your reports are ready.
Categorizing, reconciling, and cleaning up. I'll reach out via your portal if I have questions about any transactions.
Your Profit & Loss, Balance Sheet, and Cash Flow Snapshot are uploaded to your Double HQ portal — ready to review.
📋 If documents are outstanding: I'll always deliver your reports on schedule. If items are still pending, your current report will already reflect any updates I was able to make — and you may receive a revised version once everything comes in. You can always pull the most current version directly from your Double HQ portal at any time. [Watch: how to access your latest report]
What you receive each month
- Profit & Loss Statement — how much came in, what went out, and what you kept
- Balance Sheet — a snapshot of your overall financial health
- Cash Flow Snapshot — my plain-English take on what the numbers mean and what to pay attention to
- Flagged questions answered — any transactions I needed your input on, resolved and explained
Documents + access.
Here's everything I'll need to do your books right. The more access I have, the less you have to manually provide each month.
Software Access
Invite me as an Accountant User in your accounting software:
QuickBooks Online: Settings → Manage Users → Accounting Firms → Invite
Firm ID: 9130355161131896 · Email: support@desertsoulsisters.com
Xero: Settings → Users → Invite User → add as Adviser
Email: support@desertsoulsisters.com
If your bank asks for a username, use DSS or something similar. For 2FA, my number is (520) 649-6853. If you run into any trouble, just reach out and I'll walk you through it.
Bank + Account Access
Grant me view-only access to the following (so I can pull what I need without bugging you):
- All business bank accounts (checking + savings)
- All business credit cards
- Payment platforms — Stripe, Square, PayPal, Venmo Business (if applicable)
- Payroll platform — Patriot, Gusto, or other (if applicable)
- Loan/line of credit statements (if applicable)
🔐 Bank Access Details: If your bank or platform asks for a username, use DSS or something similar, and email support@desertsoulsisters.com. For 2FA, my number is (520) 649-6853. If access feels complicated, just reach out — I'll help you get it sorted.
Documents to Upload
Upload to your Double HQ portal. Here's what I typically need:
- Bank + credit card statements (PDF or CSV) for months not covered by direct access
- Prior year tax returns (if applicable) — Schedule C, 1120-S, 1065, or 1120
- Your business logo (so I can add it to your reports)
- Any loan or financing statements
- Sales tax filings (if applicable)
Don't have everything perfectly organized? Upload what you have and I'll help you fill in the gaps. That's what I'm here for. 🤍
The tools we use together.
Here's a quick reference so you always know where to go for what.
Your client portal. Reports, documents, messages, and updates all live here. Log in here →
Day-to-day communication. priscilla@desertsoulsisters.com or support@desertsoulsisters.com
Your accounting software. I work in here so you don't have to — but you always have full access. QBO → · Xero →
Where your invoices and payments live. Auto-pay is set up so you never have to think about it. Anchor →
For unknown transactions during a cleanup — I'll send you a link to review and answer questions on transactions I can't categorize. Uncat →
Sometimes I'll send a spreadsheet of unknown transactions for you to review and fill in — simple and straightforward.
For walkthroughs and findings delivery. Sometimes a quick video is worth a thousand words.
Resources, services, and all things Desert Soul Sisters. desertsoulsisters.com →
Housekeeping items.
🕐 Office Hours
Monday – Thursday
10 AM – 3 PM (Tucson, AZ time)
I do my best to respond within 1 business day. Response times may vary, but if something is urgent, flag it and I'll prioritize it.
💳 Billing
Ongoing clients are billed monthly via Anchor with automatic payments. You'll receive a confirmation when your payment processes.
Cleanup clients are billed per your proposal — deposit at signing, remainder per agreement.
🔔 Cancellation Policy
Ongoing clients: 30 days written notice required prior to your next billing date.
I'll always make your offboarding as smooth as possible — your files will be organized and ready to hand off.
⚖️ What I Do (+ Don't Do)
I provide bookkeeping and cash flow strategy. I do not provide tax preparation, filing, or tax advice.
I'm happy to collaborate with your CPA or tax preparer to make year-end seamless.
💬 Questions Mid-Month?
Message me anytime through your Double HQ portal. That's the fastest way to reach me.
For urgent matters, reply to any of my emails directly and flag it as urgent — I'll get back to you as soon as possible.
📊 Your Cash Flow Snapshot
Every monthly report includes a plain-English Cash Flow Snapshot — my take on what the numbers mean, what to pay attention to, and one clear next step.
No jargon. Just clarity. That's the DSS difference.
Know someone who needs this?
referral reward · paid via Venmo or PayPal
Know a fellow female founder who could use some financial clarity? Send her my way. For every referral who signs on as a client, you receive a $100 reward as a thank you. 🤍
Here's how it works:
1. Share my website or contact form with someone who needs bookkeeping support.
2. Have them mention your name when they reach out.
3. Once they sign on as a client, I'll reach out to you directly to arrange your reward. 🎉
Questions about your referral reward? Reach out and I'll take care of you.
Get in touch with me.
The best way to reach me is always through your Double HQ portal or email. Here's everything you need:
Based in beautiful Tucson, AZ · Serving clients everywhere
🌿 A note from Priscilla: I am so honored to be part of your business journey. If anything ever feels unclear, overwhelming, or you just need a quick gut-check on your numbers — please reach out. I'd rather answer 10 "silly" questions than have you sit in uncertainty. That's what I'm here for. Rooted in support, always. 🤍