DIY Bookkeeping

🧾 DIY Bookkeeping Membership

Your go-to system for staying consistent and tax-ready.

Includes:

• Step-by-step bookkeeping training

• Simple routines you can complete in under 30 minutes a week

• Checklists, templates, and best practices

• Ongoing education so you know what to do—and why

Cost: $65/month

Best for: Hands-on business owners who want structure and confidence without outsourcing

📊 Quarterly Check-Ins

DIY, with expert oversight.

Includes:

• Quarterly Zoom review of your books

• Custom insights and recommendations

• Catch issues early—before they turn into costly cleanups

Cost: $150/month

Best for: DIY business owners who want reassurance and professional eyes on their numbers

🤝 Monthly Partner Support

The best of both worlds.

You handle the day-to-day basics. I:

• Reconcile accounts

• Fine-tune rules and workflows

• Meet with you monthly to review trends and next steps

Cost: $200/month

Best for: Business owners who want clean, polished books and strategic guidance—without fully outsourcing

☕ Free Coffee Hour

Ask questions. Get unstuck. No commitment.

Held the 3rd Wednesday of each month (live via video), Coffee Hour is your chance to:

• Ask bookkeeping and accounting software questions

• Get clarity on small business finances

• Learn from real scenarios (yours and others)

Perfect if you’re just getting started or want a low-pressure way to get support.

Cost: Free

Best for: Business owners who want guidance without a monthly commitment

Not Sure Where You Fit?

If you’re not sure where to start, that’s completely normal. Start where you're comfortable. You can always upgrade as your business grows.