Imagine actually looking
forward to opening
your financial reports.
That's not a fantasy. That's what happens when your books are clean, your cash is intentional, and someone finally explains what it all means.
"I take care of the bookkeeping so your mind — and your heart — can breathe.""Your business should fund your life — not consume it."
You're doing the work.
But the money side still feels like
a giant question mark.
You didn't start your business to stare at spreadsheets. But somewhere along the way the finances got messy and now they're living rent-free in the back of your mind 24/7.
- You're avoiding your bank account because it stresses you out
- Tax season sends you into full spiral mode every single year
- You're not sure if you're actually profitable — or just busy
- You have no idea how much to pay yourself or save for taxes
- Your CPA hands you reports you genuinely can't understand
- You're making financial decisions based on vibes — not real data
- Your books are behind and the guilt is real
- You're doing it all yourself and you know it's costing you
"What's it costing you to stay in the dark?"
When your books are handled —
really handled — everything shifts.
- ✦ You know exactly where every dollar is going — no more guessing
- ✦ You pay yourself on a schedule, consistently, without guilt
- ✦ Tax season is calm because you've been preparing for it all year
- ✦ You make decisions based on real numbers — not how you feel that day
- ✦ You understand your reports — because I explain them in plain English
- ✦ Peace and profit finally coexist. For real.
"For the first time, I enjoy knowing what's going on with my finances instead of dreading it. Doing my taxes this year wasn't stressful at all."
Nail Salon Owner · Monthly Bookkeeping ClientThe full support system.
Books + strategy + someone in your corner.
This is where bookkeeping becomes more than clean books. Your cash is organized with purpose, your numbers are explained in plain English, and you have a partner helping you make smart decisions every single month.
Rooted Revenue Partnership
Strategic Books + Intentional Cash FlowEverything in Essential Books — plus the strategic layer. Clean books, intentional cash, and someone genuinely helping you understand what your numbers mean and what to do next.
"No more second-guessing. No more money spirals. No more playing 'hope and pray' with your cash flow."
✦ Done-For-You Books
Accounts reconciled, transactions categorized, everything current — without you lifting a finger.
✦ Monthly P&L + Balance Sheet
Delivered by the 25th with a plain-English explanation of what it means for your business.
✦ Cash Flow Clarity
Where your money's going, what's driving your numbers, and what to tighten up — every month.
✦ Owner Pay + Tax Set-Asides
Consistent pay targets and intentional tax reserves — so you're never caught off guard.
✦ CEO Money Moves
Decision support for hires, big purchases, or payoff plans — using your real numbers, not guesses.
✦ Quarterly Goal Check-Ins
Keep your money plan aligned as your business grows — with real data behind every decision.
✦ Voxer Support
Quick guidance when you need it — without scheduling a Zoom call every time a question comes up.
✦ CPA Collaboration
Your books are tax-ready all year — so year-end handoff is smooth, organized, and stress-free.
"After our onboarding call, I felt immediate peace. She got me settled into Relay bank, set up Xero, and structured everything so spending money became a simple yes or no. You either have the funds or you don't. No guesswork. And peace of mind because I am not in this alone."— Social Media Marketer · Catch-Up + Setup + Monthly Client
"Not quite ready for full strategic support yet?
Essential Books is your starting point."
Essential Books
Books Done Right · Monthly Close + Clear ReportsFor the business owner who wants her finances handled consistently — without thinking about bookkeeping every single month. Clean books. Clear reports. No scrambling at year-end. If you want to always know where you stand without managing the process yourself, this is your starting point.
✦ Accounts Reconciled
Every connected account cleaned up and categorized — monthly, without fail.
✦ P&L + Balance Sheet
Delivered by the 20th so you always know where you stand — in plain English.
✦ Questions Answered
Anything flagged gets explained clearly — so nothing stalls and nothing confuses you.
✦ Tax-Ready Books All Year
Your books stay current so year-end never feels like a crisis again.
✦ CPA Collaboration
Clean, organized books ready for your tax professional — every single year.
"I feel quite successful after completing the bookkeeping for November. The last call was helpful and having that to reference will be of great benefit. I am thrilled I got help and only wished I had done so sooner."— Hair Salon Owner · Clean-Up + Catch-Up Client
A little extra
when you need it.
Available to layer onto your ongoing support.
Rooted Revenue Partnership Only
Gusto Payroll Setup + Support
Payroll setup, updates, and troubleshooting — so it runs smoothly without you figuring it out alone.
Both Plans · Seasonal
1099 Annual Filing Support
Contractor totals + filing prep so January doesn't become chaos. Book early — spots fill fast.
One-Time Add-On · Essential Books Clients
Cash Flow System Setup
Want your accounts structured for intentional cash flow without the full Partnership? This one-time setup builds your account buckets, sets your allocation targets, and makes sure every dollar has a job. Ask about this add-on →
From "where do I even start"
to financially rooted.
Every client starts with a real conversation. From there we build the right path together.
Fit Check
A quick call to answer your questions and figure out the right next step together. Just a real conversation to see if we're a good fit and the first step toward finally feeling clear on your numbers.
Diagnostic Review + Catch-Up (if needed)
If your books need a closer look or you're behind on prior years, we handle that first. A Diagnostic Review maps out exactly what's needed, and any catch-up or cleanup gets done before month one begins — so you're never starting messy.
Not everyone needs this — if your books are current, we go straight to onboarding.Onboarding + Setup
Accounts connected, access sorted, everything in place. Includes QBO or Xero setup if needed. You get fully plugged into my workflow — clean from day one.
Ongoing Support Begins
Monthly bookkeeping kicks off with consistent reporting, real clarity, and someone genuinely in your corner. You'll finally feel excited to open those financial reports. I mean it.
Things people ask
before they reach out.
Do I have to already have my accounts set up a certain way to work with you?
Not at all. If you're a Rooted Revenue Partnership client, I'll guide you through setting up Relay and walk you into your cash flow system step by step, we build it together. Essential Books clients can add a one-time cash flow structure setup, or simply start with clean books and add it later.
What if my books aren't up to date before starting?
That's what the onboarding process is for. Every new monthly client starts with a one-time onboarding fee — this covers account setup, software connection, and bringing your current year books up to date before month one begins. If you have prior year backlog, we'll scope a separate Prior Year Catch-Up first to get everything current. Either way, you won't be starting messy.
What's the difference between Essential Books and the Rooted Revenue Partnership?
Essential Books is your foundation — clean books, monthly reports, tax-ready financials, and a cash flow structure set up from day one. The Rooted Revenue Partnership adds the strategic layer: ongoing cash flow management, owner pay planning, tax reserves, CEO decision support, and Voxer access. If you want someone who handles your books, start with Essential. If you want someone in your corner helping you actively manage and use your numbers, that's the Partnership.
What do you need from me each month?
Not much. Once your accounts are connected, most of the work is completely hands-off for you. I'll occasionally check in for clarification on a transaction, but otherwise your reports show up between the 20th and 25th without you digging for a single receipt.
Will you work with my CPA?
Yes — that's part of the deal. Your books are tax-ready all year, and at year-end I make sure your CPA has everything they need organized and ready to go. No last-minute scrambling, no missing documents, no chaos.
Do you handle payroll, invoicing, or bill pay?
I focus on bookkeeping and financial clarity — not payroll processing, invoicing, or bill pay. You'll still manage those on your end. Gusto payroll setup and support is available as an add-on for Rooted Revenue Partnership clients.
I've tried to manage my books myself — it never sticks. Will this actually be different?
Yes — because you won't be doing it anymore. That's the whole point. Bookkeeping isn't your zone of genius and it shouldn't have to be. When it's handled consistently by someone who knows what they're doing, it stops being something you dread and starts being something you look forward to. Seriously.
What if I'm not ready for monthly support yet?
Start with a Diagnostic Review — a one-time focused review of your books to figure out exactly where you are and what the right next step is. No commitment, no pressure. Just clarity.
Ready to stop avoiding
your numbers for good?
Let's start with a free Fit Check — a quick, no-pressure conversation to figure out the right next step together. You'll walk away knowing exactly what to do next.
Book Your Free Fit Check