Free 30-Minute Bookkeeping Checkup
For small business owners who want their books handled — not hanging over their head.
Running a business already takes enough time and energy.
If bookkeeping keeps getting pushed to the bottom of the list, this checkup is a good place to start.
This is a no-pressure conversation to look at where your books stand and what kind of support would actually make sense for your business.
WHAT THIS CHECKUP INCLUDES
During this 30-minute checkup, we’ll:
- Talk through your current bookkeeping setup
- Identify what’s working and what’s not
- Pinpoint where things are getting stuck or falling behind
- Discuss what cleanup or ongoing bookkeeping support might look like
- You’ll leave the call with a better understanding of where things stand — whether you decide to move forward or not.
HOW THIS WORKS?
This starts with a free 30-minute bookkeeping checkup where we’ll talk through your current setup and what kind of support would actually be helpful.
I work virtually, handling your bookkeeping securely online and meeting by phone or video when needed — so there’s no need for in-person meetings.
If it makes sense to move forward, we’ll talk through next steps. If not, you’ll still have a clearer picture of your options.
WHO THIS IS A GOOD FIT FOR?
This checkup is a good fit if:
- You’re a small business owner
- You’re currently handling the books yourself (or they’ve fallen behind)
- You want reliable, ongoing bookkeeping support
- You value clean numbers and clear communication
PRICING EXPECTATION
For reference, ongoing bookkeeping services typically start around $350 per month, depending on volume and complexity.
Cleanup work, if needed, is quoted separately.
We’ll talk through fit first — no commitment required.
