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You're receiving money from all sorts of softwares (CashApp, PayPal, Square) and can't keep track of all of them
You don’t have a plan to support the growth you’re after because you don't know your profit margins
You’re trying to wear all the hats and your bandwidth is maxed
You don’t know where to begin or how to outsource
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Our monthly bookkeeping services take the stress off your plate, giving you more time to focus on what truly matters. We handle all the financial stuff, from bookkeeping to delivering financial statements to your tax pro during tax season, so you can relax knowing your finances are in good hands. No more late nights or headaches over that stupid box of receipts! You'll wish you had our ongoing monthly support years ago!
I offer a variety of services to support your business, no matter what stage you're in.
Need a referral for a great web designer or a skilled virtual assistant? I've got you covered.
Whether you need your QuickBooks set up for success, a little damage control to get your books back on track, or a 1:1 breakthrough session to plan for the future and set financial goals, I’ve got you. At Via Sophia, I make bookkeeping and financial planning simple, approachable, and maybe even a little fun. Let’s work together to get your finances where they need to be!
Our bookkeeping clean-up service can help you get back on track. We'll categorize your transactions, reconcile your accounts, and generate a comprehensive annual report. Whether you're struggling with months of backlogged work or need help preparing for tax season, we're here to help.
Want to take control of your finances but need a little help getting started? Our QuickBooks account setup service is the perfect solution. We'll create a custom chart of accounts tailored to your business needs and guide you through the initial setup process.
During this session, we'll dive into your current bookkeeping practices, address your questions, & offer expert advice on best practices. We'll identify areas for improvement to streamline your processes & ensure compliance. Additionally, we'll discuss how your spending habits might impact your business's financial health.
As a psychology-driven virtual bookkeeper, I’m not just here to deliver you financial reports with no explanation. I’m here to help you feel confident and empowered about your finances. With a background in psychology, I know that money stress can get in the way of living your best life. Let’s work together to simplify your bookkeeping, reduce your anxiety, and free up your time to do what you love.
I believe in building long-lasting relationships with my clients, based on trust, support, and open communication.
Ready to understand your numbers? Let’s chat!
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