CONSISTENCY · CONFIDENCE · CLARITY
Bookkeeping that gives you clarity, calm, and confidence every month
Because your business deserves more than guesswork at tax time.
PROFIT FOLLOWS
CLARITY LEADS
IMAGINE IF…
✓ You always knew exactly how much you could pay yourself.
✓ You logged into your bank account without second-guessing or cringing.
✓ Tax season was smooth, because everything was reconciled and ready.
✓ Your money finally felt like a tool for growth, not a source of stress.
Monthly bookkeeping designed to help you run your business like a CEO
That’s what Clarity Books delivers
Monthly bookkeeping with Profit First + Relay built in.
Not just reports for tax time, a money system that:
➝ shows you exactly where your money is going,
➝ makes paying yourself non-negotiable, and
➝ keeps profit in view as your business grows.
Less stress. More strategy.
Bookkeeping that actually works for you, not against you 🤍
HERE’S WHAT’S INCLUDED:
01 | Organized Books, Every Month
Your accounts reconciled, transactions handled, and books up to date without you lifting a finger.
02 | CLARITY AT A GLANCE
Simple reports you’ll actually understand, so you know exactly where your money is going and how much you can pay yourself.
03 | profit allocation guidance (with relay bank)
Hands-on support setting up Profit First style allocations, so your income automatically flows into buckets for taxes, pay, and profit.
04 | Light Strategy Built Into the Numbers
Guidance on what those numbers actually mean, helping you decide when to pay yourself more, stash extra for taxes, or reinvest back into the business.
Your Investment STARTS AT
$450/month
Empowered Upgrades
01 | 1099 TRACKING + filing
Monthly contractor payments tracked all year and 1099s filed at year-end, so compliance is seamless and stress-free.
02 | Quarterly Strategy Call
Focused sessions to dive into trends, adjust allocations, and map out growth, so you can plan ahead.
03 | Growth & Cashflow Bundle (one-time package)
Cashflow + budgeting support to check margins, cut costs, raise prices, and plan with confidence.
04 | Year-End Wrap + CPA Handoff (one-time package)
A complete wrap-up of your books, 1099s, key metrics, final reports, and an organized folder ready for your CPA.
Ready to work together?
Not quite ready for full Profit First support? Check out the Mini Edition →
MINI EDITION
For the solopreneur who just needs clean, simple books each month. Includes transaction coding, reconciliations, and monthly reports, without Profit First support or Relay setup.
HOW IT WORKS
o1
Discovery Call
We’ll hop on a call to talk about your business, your goals, and where you feel stuck. If it’s a good fit, you’ll sign the proposal and lock in your monthly support.
o2
Onboard
You’ll get a warm welcome + simple steps to set up Relay and connect your accounts. I’ll take care of the tech and walk you through only what you need to know, no overwhelm.
o3
Relax + Breathe
Your books are handled, your Profit First allocations run smoothly, and your reports land in your inbox each month. You can finally focus on growing your business knowing the numbers have your back.
FAQs
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Nope! I’ll guide you through setting up Relay and walk you step-by-step into Profit First. Whether you’re brand new or just need help sticking with it, we’ll build the system together.
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Profit First is the heart of my signature service, it’s what makes this more than just “regular bookkeeping.” If you’re not open to using the framework, my monthly support may not be the best fit, but you could start with a one-time cleanup or catch-up service.
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No, I focus on bookkeeping, Profit First allocations, and financial clarity. You’ll still manage payroll, invoicing, and bill payments on your end, but I’ll make sure those numbers are accurately reflected in your books.
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Not much! Once your accounts are connected, most of the work is hands-off for you. I may occasionally check in for clarification on a transaction, but otherwise I’ll deliver reports and updates without you having to dig for receipts.
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Yes, at year-end, I offer a Year-End Wrap + CPA Handoff package where I’ll organize your reports, contractor/1099 summary, and key metrics into a clean folder ready for your tax professional. That way, nothing slips through the cracks and tax prep feels seamless.
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No worries! Most clients start with a one-time Cleanup or Catch-Up + Setup before moving into monthly support. That way, you’re starting fresh with accurate books and a Profit First system ready to run smoothly.
READy to get started?
MAKE BOOKKEEPING ONE LESS THING TO STRESS ABOUT
Done-for-you bookkeeping with Profit First built in. Designed for growing businesses that need clarity, structure, and a system that makes it easy to pay yourself, stay tax-ready, and keep profit in sight.