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work with me

Hey there! Let's talk about how I can help.

Running a business is already a lot - your bookkeeping shouldn't add to that stress. My services are designed to take care of the numbers while keeping you connected to your business's financial story in a way that feels good.

Working Together

I bring the numbers know-how, you bring your unique perspective and deep understanding of your field, and together we create something pretty special. My approach blends technical skills with genuine care because I believe the best financial partnerships happen when you feel truly supported.

Our work together includes:

  • Clear, judgment-free communication

  • Flexible systems that adapt to your preferences

  • Regular check-ins to ensure you feel supported

  • Gentle guidance that builds your financial confidence

  • A pace that honours your comfort level

Ready to dive in? Here are your options:

DIY

1

software set up & training

  • Perfect for: Business owners ready to take the reins of their financial management.

    Empower yourself with a custom financial system that feels good. We'll set you up for success, giving you the tools and confidence to manage your books with ease.

    • Software set up

    • Chart of accounts optimization

    • 90-minute 1:1 training session

    • 14 days of follow-up loom & email support

    • Custom processes & workflows designed specifically for your business

  • $650

  • If you decide you'd like more support in the future, we'll apply a 50% credit for this service towards our monthly bookkeeping services within 12 months.

DFY

2

Done For You Bookkeeping

  • Perfect for: Folks who want their books handled with care while staying in the loop

    You focus on changing lives through your work, and I'll keep your books organized and up-to-date. No stress, no mess - just clear financial insights delivered with care.

    • Monthly bookkeeping maintenance

    • Complete income and expense categorization

    • Bank and credit card account reconciliation

    • Quarterly financial reports

    • Quarterly 1:1 progress calls

    • GST filing assistance

    • Secure document management

  • from $300/month

DFY+

Done-For-You Bookkeeping +

3

  • Perfect for: Business owners who love a more regular financial check-in

    Want to stay extra connected to your numbers? DFY+ gives you more frequent updates and support. It's like DFY's chatty cousin - perfect if you're the type who likes to dig into the details more often.

  • Includes everything in DFY, plus:

    • Monthly financial reports

    • Monthly 1:1 progress calls

    • Additional strategic support for financial decisions and growth planning

  • from $400/month

Catch Up

4

Catch Up Bookkeeping

  • Perfect for: Anyone thinking "Oh boy, my books need some love"

    Finding yourself behind on bookkeeping? No worries - it happens to the best of us! Let's get you caught up and set up with systems that make more sense for you going forward.

    • A friendly look at where things stand

    • Custom software setup that matches your needs

    • Complete historical transaction organization

    • Clear financial reports showing your business journey

    • A 1:1 call to make sure you're feeling good about everything

    • Tips to keep things running smoothly

  • Please book a discovery to request a quote

Here's how we get started:

  • Grab your fav cozy drink and hop on a free discovery call with me! We'll talk about your business, your goals, and what your dream bookkeeping situation looks like. No pressure, just good conversation.

  • I'll take a peek at your books and create a package that fits just right. Once you're happy with the plan, we'll make it official with a contract and get your first invoice sorted.

  • Time to get you set up! I'll provide a friendly checklist of everything we need to get started - things like setting up account accesses & sharing important documents.

    Want to walk through any of it together? We can totally do that! I'm here to make sure you feel comfortable and supported with every step.

  • Now you can breathe easy knowing your books are in good hands.

    I'll keep everything organized and send you regular updates. We'll catch up monthly or quarterly (depending on your package) to review your numbers and make sure you're feeling good about everything.

Because keeping track of your business finances should feel less like a chore and more like a friendly check-in.