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Gain control over your spending — Now Accepting New Clients→

About Services DIY Bookkeeper

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Tell me about your business and goals

You need to know your profits to make smart decisions BUT you don't need to do it yourself!

Fill in this form to inquire about bookkeeping services. You can expect a reply from me within 48-72 hours.

Have your books been maintained monthly?

Yes

Partly

If you answered no or partly above, how many months need to be cleaned up?

1 Month

3 months

6 months

12 months

Not Sure

I am caught up

Which service are you interested in?

Mini

Standard

Advanced

Please check this box to acknowledge that we do not provide income tax services.

Please check this box to acknowledge that clean up services are separate from monthly bookkeeping fee.

WHY IS BOOKKEEPING IMPORTANT?

Bookkeeping is important because it helps you keep track of your money, so you always know where your business stands financially. With clear and organized records, you can make smarter decisions and stay prepared for tax season.

ARE 1099S INCLUDED?

1099s are included within the standard and advanced packages only. 1099 filing in available for the mini package with an additional fee.

MY BOOKS ARE A MESS? DO I NEED TO DO ANYTHING BEFORE BECOMING A CLIENT?

Nope, no prep work is needed! I'll help you make sense of everything, no matter how messy things are—we'll get your finances organized together.

WHAT CAN I EXPECT MONTHLY?

Each month, you’ll receive a personalized Loom video review of your financials along with a detailed financial report, including your profit and loss statement, balance sheet, and statement of cash flows. The delivery date for your reports depends on your service package. Reports are delivered on the 10th, 15th or 20th of each month.

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