Modern. Clear. Simple.
Bookkeeping for busy, creative entrepreneurs.
Monthly Bookkeeping
Your most dreaded
“to-do” done for you.
You’re the CEO of your business. What are you doing laying in bed at night worrying about your numbers and squeezing in accounting tasks on weekends?
Instead, you could have everything you need to know about your numbers delivered to your inbox and a bookkeeper in your back pocket for 1:1 support.
Ready to get that weight off your shoulders?
It’s more than “just” monthly bookkeeping.
Bookkeeping gives you the objective information you need to make strategic, profitable decisions, no matter what stage of business you’re in.
You’re building a firm financial foundation for a business that thrives but you have no idea where to start.
You’re trying to keep up with a rapidly growing business and you’re worried things are slipping through the cracks.
You don’t have time to add “bookkeeping” to your growing to-do list. (Or straight-up don’t want to.)
We're here to help you ditch the stress, reclaim your time, and get back to doing what you love without worrying about the numbers.
Sign me up!
Does this sound like you?
You spend hours each month trying to DIY your books only to worry that you’re missing something, or not doing it right. (You’re not trying to have the IRS at your door!)
You put off bookkeeping for weeks, or months, at a time because you’re overwhelmed. (And playing catch-up? Talk about a nightmare.)
You’re paying yourself last, or not paying yourself at all. (Coaches & contractors are supposed to be good for growth… right?)
You’re using your bank account balance to tell you how much you made and what you did with it. (You had a great sales month! But where did it all go…?)
You’re making financial decisions based on what you think your numbers are. (The thought of facing them head-on is enough to make you break out in a cold sweat.)
If the answer to any of these is yes, you’re not alone. And we’d love to help lighten the load!
"Bookkeeping has been the best business investment I've made. It's the one that made me start treating my business like a business, rather than existing in freelance no-man's land trying to figure out my next step. I have someone to celebrate financial wins with. I have someone to tell me if something's normal or not. (It's usually normal.) I have someone to cheer with when I make a sale. I have someone to point things out that I'd never see because I'm so used to hoping for the best and ignoring the facts money-wise.
LoriAnn has made me more comfortable with looking at things head on. I can now say that I control my money, my money does not control me. I tell my money where to go, my money does not tell me where it went. Investing with LoriAnn transformed my business.
-Abigail Rudnitsky, Copywriter
Read more Testimonials!What’s included with monthly bookkeeping?
Clear, Simple Reporting
Get organized, easy-to-read reports delivered to your inbox every month and never second-guess yourself again.
1:1 Voxer & Txt Support
You’ll have access to personal support with me and my team, whether you need to ask a quick question or celebrate a win!
Custom Loom Video
Your main bookkeeper will walk through your reports and what we're seeing, that way you're clear on your numbers!
Starting at $500/month
I'm ready. Let's chat!
Want even more support?
Are you in an accelerated growth phase in your business?
- Expanding your team or hiring full-time employees.
- Transitioning to an agency model.
- Preparing to make significant investments in your business.
You may be a perfect fit for our CFO package.
Show me the difference a CFO can make!
Bookkeeping increases profits. Profits change businesses. Businesses change lives.
It’s possible to…
- Have confidence in your numbers, knowing they’re complete, correct, and ready for tax time.
- Make financial decisions easily because you know exactly what’s coming in and going out.
- Bring home the amount of money you need to live the life you want and never have to wonder if there will be enough.
- Make wise investments that pay off without sacrificing your profit.
- Be EMPOWERED by your business finances.
Know your numbers, increase profits, and plan for the future.
Bookkeeping doesn’t have to be stressful or complicated.
Are you ready to get the weight off your shoulders?
Let's work together!FAQ
Is my business too small for bookkeeping?
When should I hire a bookkeeper?
Do you do taxes?
What about the cost?
What does your monthly bookkeeping process look like?
Is bookkeeping just for tax purposes?
How things go from here…
Discovery Call
On this free 30-minute call, we’ll get to know each other, talk about the level of support you need, and decide if we’re a mutually good fit.
Onboarding
Once it’s official, we’ll take a 90-min 1:1 deep dive into your biz to get organized and walk through your account set-up.
First Reports + Recap
After you get your first reports in your inbox, we’ll chat again to go over everything so you feel comfortable and informed.
Monthly bookkeeping not a good fit right now?
That’s okay! There’s a better way to do your books, even if a monthly investment isn’t in the cards yet.
DIY’ing doesn’t have to include complicated (and expensive!) software that’s more confusing than it is helpful.
Keep simple, easy books with the DIY No Stress Money Manager.
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