How I Support Clients
Foundation Bookkeeping
For solo practitioners & early‑stage businesses:
Designed for businesses with one primary offer who want clean, compliant books without overcomplication.
Includes:
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Monthly bank reconciliation
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Income & expense categorization
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One payment processor reconciliation
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Monthly Profit & Loss statement
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Email support for bookkeeping questions
Ideal if you want your books handled professionally while you stay focused on client work.
Growth Bookkeeping
For multi‑offer wellness & coaching businesses:
Built for businesses offering programs, memberships, or courses alongside 1:1 services.
Includes:
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Reconciliation of all bank & processor accounts
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Income tracking by offer type
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Separation of processing fees
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Monthly Profit & Loss + Year‑to‑Date reporting
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Clarity on revenue patterns and trends
This package helps you understand what’s actually working—so growth feels intentional, not overwhelming.
Scaling Bookkeeping
For established brands, launches & teams:
For businesses with launches, multiple programs, contractors, or higher transaction volume.
Includes:
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Everything in Growth
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Program & launch tracking
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Retreat or event tracking (if applicable)
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Contractor categorization support
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Monthly financial insights summary
Designed for businesses ready to use their numbers as a strategic tool—not just a record.
Add-On Services
1. Launch or Program Tracking:
Short‑term tracking for launches or time‑bound programs.
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Separate income & expense tracking
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Program‑level profitability clarity
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Post‑launch financial snapshot
2. Retreat & Event Tracking:
Retreats are treated as mini‑businesses.
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Dedicated income & expense tracking
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True retreat profitability
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Clean post‑event reporting
Cleanup Work
Value-pricing cleanup to untangle past activity and create a clean starting point.
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Tracking income by offer, not just by month
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Distinguishing between one‑time and recurring revenue
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Separating gross revenue from take‑home pay
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Identifying feast‑or‑famine cycles rather than guessing
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Aligning expenses with current business stage
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Scope defined upfront
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No hourly billing
No surprises!
What's Not Included
To protect clarity and sustainability, bookkeeping services do not include:
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Tax preparation or tax advice
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Business coaching
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Personal finance decisions
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“Is this deductible?” determination
I work collaboratively with your CPA or tax professional when needed.