Bookkeeping Services For Small Businesses
Empowering creative entrepreneurs and solo business owners through done-for-you bookkeeping that makes tax season feel less like a horror movie.
Crafting customizable, virtual bookkeeping packages that promise the Hallmark-level happy ending you deserve (just with spreadsheets instead of snowflakes)!
If you’ve ever stared at your bank balance and thought, ‘This can’t be right…’
Then babe, it might be time to pass the baton. No more “waiting for a sign” because— hi, I am that sign. When big budget energy feels more like money mayhem, it’s easy to feel like you’re one spreadsheet away from spiraling. If you’re drowning in numbers that you don’t even want to understand, my intentional, done-for- you bookkeeping packages can make space for clarity, return a sense of sanity, and maybe even give joy (imagine that!)
Cute labels won’t fix your books— but a professional bookkeeper might help.
My bookkeeping packages are designed with the creative entrepreneur in mind and prioritize accurate financials, clean reports, and a client experience that finally feels like exhaling. If you’ve ever felt that icky sense of dread when looking at your finances or that deer-in-headlights feeling of prepping for tax season, then let me be your financial sigh of relief.
Monthly Bookkeeping includes:
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Monthly Bookkeeping includes: *
● Insightful Reports
● Unlimited Email Support
● Categorization of All Income and Expense Transactions
● Reconciling every transaction in QBO to your Bank & Credit Cards
The numbers-loving gal behind the Macbook, crafting custom-fit bookkeeping services for small businesses
Hey, I’m Kaylee!
I’ve loved numbers since I was a girl and have honestly been money-minded for as long as I can remember— when budgeting meant stretching chore money for a matching skort set that had me feeling like that girl at recess. (#IYKYK)
After high school, I pursued a degree in Business Administration, signing up for all the Accounting courses along the way, and I even dabbled in the world of academia as an Assistant Bursar and an Accounts Receivable Specialist. I did the whole ‘9-to-5’ thing— but as it turns out, chasing someone else’s dream wasn’t my vibe. I realized I’d rather build something of my own (preferably with a fruit smoothie in hand and leggings as the official dress code), so I decided to go full boss babe on my own terms.
Now I’m passionate about rewriting the story that finances do not have to be scary, confusing, or a source of shame— especially for creative business owners, solopreneurs, and women carving their own paths!
How to decide which bookkeeping package is for you…
Monthly Bookkeeping
Ready to break up with late-night QuickBooks panic? This plan gives you stress-free, done-for-you bookkeeping so you can stop wrestling with spreadsheets and start focusing on what you actually love about your business. I’ll keep the numbers neat and tidy—no fuss, no headaches—so you always have clarity and peace of mind.
● Insightful Reports
● Unlimited Email Support
● Categorization of All Income and Expense Transactions
● Reconciling every transaction in QBO to your Bank & Credit Cards
QuickBooks Online Setup
Starting fresh with QuickBooks Online? I’ll handle the full setup so you don’t have to waste hours clicking around or second-guessing if you did it right. Perfect for the money-savvy solopreneur who wants a clean, streamlined system from day one—so managing your finances feels simple, not stressful.
● Custom Chart of Accounts
● Bank Accounts and Credit Cards connected
● Opening balances entered by Journal Entry
● 1-hour review together
● Detailed Checklist to keep you on track
Consulting
Need a little extra help without committing to full bookkeeping services? My consulting sessions are perfect for one-off needs—whether that’s untangling QuickBooks quirks, walking through reconciliations or invoicing, cleaning up your chart of accounts, or building custom reports that actually mean something to you. We can even set business goals and track the KPIs that matter most, so you’re not just managing the numbers—you’re using them to grow with intention. Think of it as a quick, focused check-in to get you unstuck and moving forward with confidence.
Don’t sacrifice what you need because a package limits you!
My philosophy and vision
What it’s like to work with me
Peace of mind
Money doesn’t have to trigger an existential crisis! Bringing calm to financial chaos translates to confident decision-making, not to mention increased mental capacity and emotional energy!
More time doing what you actually love
Outsourcing your books allows you to pivot away from spreadsheet hell, and instead focus on the heartbeat of your business— the creative spaces where you were born to thrive!
Clarity with money
Clear, uncomplicated financials create room for bigger decisions. In helping my clients understand their numbers, we unlock new heights of smarter goals, bolder dreams, and the kind of confidence that truly moves the needle.
Feeling seen and supported
It’s my joy to champion creative entrepreneurs in your ‘bet-on-yourself’ era. I promise to be the girl who's in your corner, calculator in hand, bringing order to your finances, all while you build your empire!
Out here trying to DIY your numbers? Bold move.
From one purpose-driven business owner to another, I know how personal your work is— and can also empathize with the reluctance to hand over something as sensitive as your finances. But while your business is your baby and your money is your livelihood, having someone take over your financial frenzy can make your load feel a whole lot lighter.
You deserve peace of mind, clarity, and room to grow in your dreams, not to mention grounded, money-minded support that feels just as thoughtful as the work you put out into the world. This is me— extending my hand and inviting you into a new season of intentional, thoughtful bookkeeping.
Don’t wait until you’re one receipt away from a meltdown….
If you’re running on empty and Googling ‘what even is a write-off’ for the third year in a row, it’s time to get back to your roots— making magic, not managing money.
With my personalized, custom-crafted bookkeeping packages, I promise you won’t be just another folder in a queue— you’ll have a real human who will show up for your business as if it’s for my very own. While balanced books and accurate financials are what you’ll receive as your baseline, peace of mind will be the added bonus you’ll walk away with
Not sure what bookkeeping services actually fit you?
Contact Form
Fill out the contact form online and you will receive an email back within 24-48 business hours.
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.
No worries! Let’s discuss together!
Onboarding
Once it’s official, we’ll take a 60-min 1:1 deep dive into your biz to get organized and gather important information.
FAQs
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FAQs *
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That’s easy! Bookkeeping is simply the process of recording your financial transactions so you know exactly where your money is going, how your business is actually doing, and most importantly, what expenses need your attention (like, yesterday). It paints a full picture of your business’s success story.
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A bookkeeper handles the day-to-day nitty gritty of your business finances like tracking transactions, reconciling accounts, and keeping your books tidy and up-to-date. A CPA (Certified Public Accountant), however, provides higher-level financial services, most notably tax filing. Think of a bookkeeper as a financial organizer, and a CPA as a financial advisor.
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Heck to the no! Bookkeeping is a vital information system that is critical for the success of your business. Things like financial freedom, confident decision-making, and main character CEOenergy are direct results of knowing your numbers and ensuring a profitable, purpose-driven business.
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I don’t file taxes, though I can provide plenty of fantastic CPA referrals! Regarding 1099s, I can definitely assist with this and would be happy to provide a custom quote if needed.
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I can absolutely support your payroll process—just note, I’m not a payroll provider. Think of me as your payroll manager or facilitator: I’ll make sure entries are recorded accurately, everything reconciles properly in your books, and your QuickBooks integrates smoothly with your payroll software (like Gusto or ADP). But I don’t take on responsibilities like federal or state tax withholdings—that’s the payroll provider’s lane. I’m here to bridge the gaps, not replace the system.
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Each month, I provide a comprehensive report that includes your Profit and Loss statement, Balance Sheet, and any call-outs for any items that look off or need attention. My goal is to give you a clear picture of where your business stands— what’s working, what might need adjusting, and where your money’s really going— so you can make confident, informed decisions moving forward!
Embrace your newest plot twist. Take the guesswork out of your finances.
Let me give back your peace, your confidence, and maybe even your weekend. (Crazy thought, right?!) Together, we can trade your stress for sanity, leave the tax panic in the past, and say goodbye to financial freakouts. Ditch the numbers dread and come up for air. I’ll be your calm, clearheaded lifeline and steady, spreadsheet-loving sidekick.
