HOW WE CAN
work together
As your dedicated financial partner, I ensure your books are always accurate and in tip-top shape! This frees you to focus on what you love, knowing your finances are in good hands and supporting your business growth.
Your business deserves the support you didn't know you needed.
I keep your books organized and up-to-date, ensuring you're always prepared for loan applications or audits. I'll guide you through budgeting, cash flow management, and setting long-term financial targets, providing the insights and support you need to stay on track. Most importantly, I explain your numbers in easy-to-understand terms, so you can make informed decisions for your business.
monthly
bookkeeping
services
I understand that every business is unique. That's why I offer customized bookkeeping solutions tailored to your specific needs and budget. We'll work together to determine the scope of services that best suit your business goals, including:
▪ Bank & Credit Card Reconciliations
▪ Financial Reporting (Income Statement, Balance Sheet, Cash Flow Statement)
▪ Money Mindset Coaching & Financial Goal Setting
▪ Financial Review
▪ Support & Guidance During Business Hours
▪ Year-End Close & Financial Statement Preparation
▪ Collaboration With Your Tax Professional
my approach:
let's do this
starting at $200/month
investment:
quickbooks account setup
$350
For the DIY'er who's not quite ready to invest in monthly bookkeeping support.
If you’re handling your own books but need help getting the basics in order, I’ve got you. I’ll set up your QuickBooks to fit your business perfectly— simple, organized, and easy to use. You’ll be ready to tackle your bookkeeping with way less stress and way more confidence.
GET STARTED NOW
other forms of support
Experience the peace of mind that
comes with having your finances in order.
1099 prep & filing
1:1 breakthrough sesh
Closing out the year doesn’t have to be chaos. I’ll tidy up your books, fix any mistakes, and make sure everything’s ready for tax season. Think of it as a fresh start for your finances without the headache.
investment varies based on scope.
Year-end cleanup
I'll take care of all your 1099 needs, from preparation to electronic filing, ensuring you stay compliant with IRS regulations. Deadline for 1099 filing is January 31st. One less task to worry about!
inquire for pricing.
In this 1-hour session, we'll review your current bookkeeping, answer your questions, and provide expert advice. We'll identify areas for improvement and discuss how your spending habits impact your business.
$100
Monthly Bookkeeping Packages Add-On's:
Gusto Payroll, Estimated Quarterly Tax Payments, Accounts Receivable.
Proposal tailored to your business needs
It all starts with
a discovery call
We’ll kick things off with a call where I get to know your business and financial goals. This is your opportunity to ask questions, see how we can work together, and most importantly, determine if our personalities click.
Onboarding and
ongoing support
After our discovery call, I’ll send you a proposal that’s customized to fit your unique business needs and goals. You’ll get clear details on services, pricing, and how I can best support your growth.
Once you’re onboard, I’ll guide you through the setup process and make sure everything’s running smoothly. From there, I’ll be here for ongoing support to keep your finances on track and answer any questions that come up.
01
I believe in making bookkeeping simple. From our initial conversation to ongoing support, I'll guide you through a smooth and easy process that takes the stress out of managing your finances.
Here's how it works...
02
03
Process and how I work with you
We attempted our bookkeeping to save money at first and quickly realized that it was costing us more time and money.
She has taken time with us to help explain our financial situation, sends us regular reports and has been such a delight to work with!
Sophia is
such a great investment!!!
Sophia is a ✨GOD SEND✨ in helping us get a hold of and know what our finances actually look like! She is amazing at answering all of our questions and giving suggestions to make life easier! She goes through everything with you in such a manageable and stress relieving way!
Figuring out finances as a creative is hair pulling work!
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.
Working with Sophia has been amazing!!!
Sophia makes me feel so comfortable and safe with my numbers.
I always leave feeling so refreshed & confident to tackle my goals after our financial reviews!
Sophia is stuck with me for a long time!
A company that is just as serious about growth as their client!
Sophia has done a great job at educating me and handling our books.
I appreciate the communication!
alongside bookkeepers each year for the benefit of our clients.
Sophia has been amazing to work with. She is knowledgeable, she communicates well and she ensures her clients are as prepared as they can be in their business for tax filing!
I am a tax professional who works
Q
&
A
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 make things more automated, we use QuickBooks for our bookkeeping services. As a QuickBooks ProAdvisor, I can help you set up your account for a one-time fee. Not ready to invest in monthly bookkeeping services? No problem! I can also help you set up your QuickBooks account on its own.
Will I lose control of my finances?
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.
How do I know if this is right for me?
If you’ve been putting off bookkeeping, Googling tax deductions, and feeling overwhelmed by financial spreadsheets, it’s time to consider outsourcing your bookkeeping. Let me handle the number crunching, so you can focus on what you love!
How do you protect my sensitive financial information?
Your financial information is our top priority. We use a secure client portal to securely store and access your sensitive documents, such as bank statements and tax returns. This portal is protected by advanced security measures, including bank-grade encryption (AES 256 and TLS 1.2), to ensure the confidentiality of your data.
let's stay connected!
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