via sophia
bookkeeping
for the business owner who’s ready to
understand their spending habits
mindful finances, maximized profits • mindful finances, maximized profits • mindful finances, maximized profits •
meet your bookkeeper
Hiii, I’m Sophia!
Oklahoma
I’m not your traditional bookkeeper. I partner with ambitious business owners who are serious about growth and want to unlock the power of their finances. I translate the numbers into clear, actionable insights that fuel your business goals.
When I'm not empowering businesses, you'll find me exploring new restaurants with my husband, adventuring with our dog Luna, spending time with family & friends, or prioritizing some well-deserved self-care.
Credentials
Bachelor’s of Science in Psychology
QuickBooks ProAdvisor Certification
Gusto Payroll Partner
my approach
I help professionals define success and thrive doing what they love.
why.
I want to know your reason
My goal is to find out what drives you in business.
Is it having time freedom? More money?
Exciting opportunities? Tons of followers?
However you define success, I want to help you achieve it.
By getting to know more about you and your business, I can identify where you’re holding yourself back from success and give you the tools and strategies to help you achieve your goals.
Success is not a one-size-fits-all formula. That’s why getting to know you and establishing open communication is crucial. This allows us to build a personalized roadmap to success on your terms.
We’re a good fit if...
any of these sound familiar?
- You don’t know what to do with the money you receive from clients
- You don’t have a plan to support the growth you’re after
- You’re trying to wear all the hats and your bandwidth is maxed
- You don’t know how to leverage your efforts for maximum results
- You don’t know where to begin or how to outsource
wondering how I can support you?
Learn more about my services.
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Entrepreneurship is hard! Why face it alone?
As an entrepreneur, you're wearing multiple hats to manage various aspects of your business. Bookkeeping is often put on the back burner. This is where I come in! With the support and expertise of another entrepreneur, I can help you understand your numbers year-round and we can go through this crazy journey of entrepreneurship together!
The first step is to identify where you’re struggling in your business and your biggest roadblocks to success. We’ll discuss these in-depth during your discovery call and offer suggestions to help you overcome them.
my support
We’ll work together on a monthly basis to help you hit your goals through monthly bookkeeping.
Monthly pricing may vary based on individual circumstances.
Monthly Bookkeeping includes:
- Categorization of transactions in QuickBooks
- Monthly/quarterly account reconciliations
- Monthly/quarterly delivery of financial statements
- 30 min. monthly/quarterly goal setting & financial review
[In-person if local, Google Meets or recorded Loom video]
- Email/Text support during business hours
- 60 min. year-end review via Google Meets
- Collaboration with your tax professional
Other Services:
- Estimated Quarterly Tax Payments
- Gusto Payroll
- 1099 Preparation & Filing
- Bookkeeping Catch Up [less than 2 months behind]
- Bookkeeping Clean Up [more than 2 months behind]
- QuickBooks Audit [one time service]
- QuickBooks Account Set-Up [one time service]
- QuickBooks Chart of Accounts Set-Up [one time service]
if you’re not following us on instagram, you’re missing out on tons of fun!
Client love
Working with Sophia for the past few months has been amazing!!! 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. So so grateful I found her. Her services are 100% worth every penny. It's also an added bonus that she is the sweetest human ever!!
Sophia is a wonderful blessing. I have gone from stressing about my finances in my business to not having to worry about it at all. If you're looking for a bookkeeper, she's definitely worth it.
Highly recommend Sophia and her bookkeeping. Sophia has been wonderful to work with, her communication is top notch, she is always quick to respond to any of my questions and has been super helpful every step of the way. I can’t say enough good things about her!
Sophia is great to work with! She communicates well and always takes care of everything in a timely manner.
Frequently asked questions
do you work with clients in all 50 states?
Yes! We serve all of the United States. Our virtual services make collaboration a breeze, no matter where you are.
do i need a quickbooks account?
To optimize our collaboration, our bookkeeping package require QuickBooks. We can set up a new account for you (one-time fee) or help you migrate from QuickBooks Self-Employed (same fee applies) to unlock the full benefits of our services.
Will I lose control of my finances by outsourcing bookkeeping?
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.