Bookkeeping is just our cake.
If your approach to finances up to this point has been “hand everything over to my CPA in February and pray I don’t owe a shit ton in taxes,” we should talk. Because while we definitely want you to stay in the IRS’s good books, working with a bookkeeper can do so much more for your business. If you have goals that you need to spend to achieve (which is most of them, tbh), then we’re here to make sure you have the $$$ on hand to do it.
The icing is helping you improve your relationship with your finances—and plan for your next big goal.
"Bookkeeping and numbers can be daunting. You didn't sign up for the admin work, additional knowledge on business write-offs and percentages, and so on.
It's probably the one thing that I really lacked knowledge on in my business, until now. I've been working with Megan for a few months now, and all I can say is wow. From graphs, to plans, to charts, it truly is an EASY experience, and she walks you through everything, start to finish! Her enthusiasm for her job is infectious.”
-Nichole Babiez, Nichole Babiez Photography
Our Services
Our offers are always flexible—you can move up, down, or out of services depending on the season of business you’re in.
I Want it ALL
Includes:
The bookkeeping equivalent of routine therapy—because it’s never just about the numbers. We’re going to ask about your life and business goals, and then help you work backward from there to finance them. Maybe you want to take 6 months of maternity leave, hire full-time support, or open a physical location. It all starts with knowing your numbers and making a plan. (We swear that regular meetings work some kind of magic on your growth trajectory.)
Of course, we’ll also make sure your books are pristine, you’re making the most of every deduction, and you’re your tax preparer’s favorite client.
- Income and expense categorization
- Thorough, detailed, and organized books
- Monthly financial reports
- Budgeting and forecasting support with updated monthly actuals
- Client optional monthly review meetings up to 60 minutes
- Collaboration with your CPA
- Text/email access for all the things
Sweet Dreams & Compliance, Please
Includes:
Seasonal clarity without the monthly commitment. Perfect for the business owner who wants to sleep soundly at night, but doesn’t feel a need for monthly support. This quarterly bookkeeping service is designed to help you stay on the IRS’s good side and feel like you’re truly the CEO of your business.
- Income and expense categorization
- Thorough, detailed and organized books
- Quarterly financial reports
- Client optional quarterly review meetings up to 60 minutes
- Collaboration with your CPA
- Text/email access for all the things
Fix My $hit
Includes:
- Income and expense categorization
- Thorough, detailed and organized books
- Annual financial reports
- Review meeting up to 60 minutes
- Collaboration with your CPA
- Text/email access for all the things
Like hiring someone to come clean between the couch cushions and vacuum behind the fridge—but for your financials. We’ll fix or catch up your bookkeeping software, identify expenses that might be hiding in your personal accounts (don’t want to miss anything you could be deducting!), and polish it until it makes your tax preparer swoon.
Once we’ve tidied things up, we’ll meet with you to go over everything and share action items and resources to help you in the future.
Just between us: we not-so-secretly loooooooove to fix your shit. Do not feel any type of way around handing your books over to us, regardless of whatever you may (or may not at all) have going on.
Happy Hour
Includes:
- Income and expense recording
- Thorough, detailed, and organized books - tax-ready
- Review meeting up to 60 minutes with reports, notes, and resources
- Collaboration with your CPA
A one-time consult for when you need a bookkeeper's POV. DIYing your books and just want to make sure you aren't missing anything before tax season? Need help with budgeting/forecasting for next year? We’ve got your back.
We also love using Happy Hours to go through your packages and refine your pricing so they’re profitable. (Trade secret: we find that your favorite package isn’t always the most profitable. Let’s fix that.)
And yes, you can literally bring a cocktail.
Our Services
Our offers are always flexible—you can move up, down, or out of services depending on the season of business you’re in.
I Want it All
Includes:
The bookkeeping equivalent of routine therapy—because it’s never just about the numbers. We’re going to ask about your life and business goals, and then help you work backward from there to finance them. Maybe you want to take 6 months of maternity leave, hire full-time support, or open a physical location. It all starts with knowing your numbers and making a plan. (We swear that regular meetings work some kind of magic on your growth trajectory.)
Of course, we’ll also make sure your books are pristine, you’re making the most of every deduction, and you’re your tax preparer’s favorite client.
- Income and expense categorization
- Thorough, detailed, and organized books
- Monthly financial reports
- Budgeting and forecasting support with updated monthly actuals
- Client optional monthly review meetings up to 60 minutes
- Collaboration with your CPA
- Text/email access for all the things
Sweet Dreams & Compliance, Please
Includes:
Seasonal clarity without the monthly commitment. Perfect for the business owner who wants to sleep soundly at night, but doesn’t feel a need for monthly support. This quarterly bookkeeping service is designed to help you stay on the IRS’s good side and feel like you’re truly the CEO of your business.
- Income and expense categorization
- Thorough, detailed and organized books
- Quarterly financial reports
- Client optional quarterly review meetings up to 60 minutes
- Collaboration with your CPA
- Text/email access for all the things
Fix my $hit
Includes:
Like hiring someone to come clean between the couch cushions and vacuum behind the fridge—but for your financials. We’ll fix or catch up your bookkeeping software, identify expenses that might be hiding in your personal accounts (don’t want to miss anything you could be deducting!), and polish it until it makes your tax preparer swoon.
Once we’ve tidied things up, we’ll meet with you to go over everything and share action items and resources to help you in the future.
Just between us: we not-so-secretly loooooooove a deep clean. Do not feel any type of way around handing your books over to us, regardless of whatever you may (or may not at all) have going on.
- Income and expense categorization
- Thorough, detailed and organized books
- Annual financial reports
- Review meeting up to 60 minutes
- Collaboration with your CPA
- Text/email access for all the things
Happy Hour
Includes:
- Income and expense categorization
- Thorough, detailed and organized books
- Quarterly financial reports
- Client optional quarterly review meetings up to 60 minutes
- Collaboration with your CPA
- Text/email access for all the things
A one-time consult for when you need a bookkeeper's POV. DIYing your books and just want to make sure you aren't missing anything before tax season? Need help with budgeting/forecasting for next year? We’ve got your back.
We also love using Happy Hours to go through your packages and refine your pricing so they’re profitable. (Trade secret: we find that your favorite package isn’t always the most profitable. Let’s fix that.)
And yes, you can literally bring a cocktail.
Happy Hour
Includes:
A one-time consult for when you need a bookkeeper's POV. DIYing your books and just want to make sure you aren't missing anything before tax season? Need help with budgeting/forecasting for next year? We’ve got your back.
We also love using Happy Hours to go through your packages and refine your pricing so they’re profitable. (Trade secret: we find that your favorite package isn’t always the most profitable. Let’s fix that.)
And yes, you can literally bring a cocktail.
- Income and expense recording
- Thorough, detailed, and organized books - tax-ready
- Review meeting up to 60 minutes with reports, notes, and resources
- Collaboration with your CPA
The Process
Come to our onboarding (or consult) call expecting to feel like a weight has been lifted!! If you DON’T leave feeling that way, I haven’t done my job. Your peace of mind is my priority! From there, I’ll be your bookkeeper, taking care of the details as we agreed.
Fill out our form. You can expect to hear back from us within 1 business day
Depending on what you select in your form, we’ll either send you a proposal, a link to schedule a chat, or just DM you on Instagram with more information.
Select your offer, pay the invoice + schedule your onboarding (or consult) call at a time that works best for you.
Before your onboarding call, I’ll request any items or need-to-knows I have as well as ask what questions you may have for me.
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Let's make it official.
Frequently Asked Questions
let's clear some things up
What if I don’t know what service is right for me?
Is my bookkeeping too much of a mess to fix?? What if it’s…non-existent?
What’s the difference between bookkeeping and having someone do my taxes??
When I pick a service, am I tied to that level, or can I change services later on?
When is the best time to start working with you?
Frequently Asked Questions
let's clear some things up
What if I don’t know what service is right for me?
Is my bookkeeping too much of a mess to fix?? What if it’s…non-existent?
What’s the difference between bookkeeping and having someone do my taxes??
When I pick a service, am I tied to that level, or can I change services later on?
When is the best time to start working with you?
Not at all! These services were designed to adjust to changes in your life or business. Some clients stay at one level their entire time working with me, others book a Happy Hour or Deep Clean as needed, and still others have seamlessly transitioned between quarterly and monthly services when they felt ready for more (or less).
All I ask is 30 days' notice to move up, down or out of services!
Frequently Asked Questions
let's clear some things up
What if I don’t know what service is right for me?
Is my bookkeeping too much of a mess to fix?? What if it’s…non-existent?
What’s the difference between bookkeeping and having someone do my taxes??
When I pick a service, am I tied to that level, or can I change services later on?
When is the best time to start working with you?
Good, sound bookkeeping = accurate, confident tax preparation. And you really can’t have one without the other!
Your bookkeeper has a deep understanding of accounting fundamentals and keeps track of all the money flowing into and out of your business throughout the year. We ensure every T is crossed and I gets dotted. Your tax preparer (bonus points if they are a CPA or an EA) prepares and files your taxes based on what your bookkeeper’s financial reports say. They know the ins and outs of the tax code and help to make sure you aren’t over- or underpaying when it comes to taxes - personal or business. You’ll usually work with them just once a year.
Frequently Asked Questions
let's clear some things up
What if I don’t know what service is right for me?
Is my bookkeeping too much of a mess to fix?? What if it’s…non-existent?
What’s the difference between bookkeeping and having someone do my taxes??
When I pick a service, am I tied to that level, or can I change services later on?
When is the best time to start working with you?
You know that little gold chain necklace you’ve had forever that is STUCK in one tangled up ball? I find it so therapeutic to untangle those things, and that’s exactly how I feel when it comes to your books. No need to feel embarrassed because IF there is anything out of the ordinary, I’ve seen it before.
As for nonexistent, that’s a shiny, clean slate for me to get started with!!
Frequently Asked Questions
let's clear some things up
What if I don’t know what service is right for me?
Is my bookkeeping too much of a mess to fix?? What if it’s…non-existent?
What’s the difference between bookkeeping and having someone do my taxes??
When I pick a service, am I tied to that level, or can I change services later on?
When is the best time to start working with you?
When the thought of finding a bookkeeper lingers in the back of your mind, it’s probably time.
Our extra slow months are June-October so we’ll be endlessly grateful if you opt to start in that window! Plus, if we start working together in summer or fall, we can maximize your tax savings for that calendar year and have you ready to go for tax season.
But don’t let that stop you if you feel like you need someone now—the sooner the better, regardless of the time of year.
Frequently Asked Questions
let's clear some things up
What if I don’t know what service is right for me?
Is my bookkeeping too much of a mess to fix?? What if it’s…non-existent?
What’s the difference between bookkeeping and having someone do my taxes??
When I pick a service, am I tied to that level, or can I change services later on?
When is the best time to start working with you?
We’re happy to either hop on a call or reach out in the DMs on Instagram. We’ll never sell you on something we don’t think is necessary, so rest assured we’ll provide you with options based on your needs - whether that means working with us or not.
Frequently Asked Questions
let's clear some things up
What if I don’t know what service is right for me?
Is my bookkeeping too much of a mess to fix?? What if it’s…non-existent?
What’s the difference between bookkeeping and having someone do my taxes??
When I pick a service, am I tied to that level, or can I change services later on?
When is the best time to start working with you?
Frequently Asked Questions
let's clear some things up
When I pick a service, am I tied to that level, or can I change services later on?
Not at all! These services were designed to adjust to changes in your life or business. Some clients stay at one level their entire time working with me, others book a Happy Hour or Deep Clean as needed, and still others have seamlessly transitioned between quarterly and monthly services when they felt ready for more (or less).
All I ask is 30 days' notice to move up, down or out of services!
Frequently Asked Questions
let's clear some things up
What’s the difference between bookkeeping and having someone do my taxes??
Good, sound bookkeeping = accurate, confident tax preparation. And you really can’t have one without the other!
Your bookkeeper has a deep understanding of accounting fundamentals and keeps track of all the money flowing into and out of your business throughout the year. We ensure every T is crossed and I gets dotted. Your tax preparer (bonus points if they are a CPA or an EA) prepares and files your taxes based on what your bookkeeper’s financial reports say. They know the ins and outs of the tax code and help to make sure you aren’t over- or underpaying when it comes to taxes - personal or business. You’ll usually work with them just once a year.
Frequently Asked Questions
let's clear some things up
Is my bookkeeping too much of a mess to fix?? What if it’s…non-existent?
You know that little gold chain necklace you’ve had forever that is STUCK in one tangled up ball? I find it so therapeutic to untangle those things, and that’s exactly how I feel when it comes to your books. No need to feel embarrassed because IF there is anything out of the ordinary, I’ve seen it before.
As for nonexistent, that’s a shiny, clean slate for me to get started with!!
Frequently Asked Questions
let's clear some things up
When is the best time to start working with you?
When the thought of finding a bookkeeper lingers in the back of your mind, it’s probably time.
Our extra slow months are June-October so we’ll be endlessly grateful if you opt to start in that window! Plus, if we start working together in summer or fall, we can maximize your tax savings for that calendar year and have you ready to go for tax season.
But don’t let that stop you if you feel like you need someone now—the sooner the better, regardless of the time of year.
Frequently Asked Questions
let's clear some things up
What if I don’t know what service is right for me?
We’re happy to either hop on a call or reach out in the DMs on Instagram. We’ll never sell you on something we don’t think is necessary, so rest assured we’ll provide you with options based on your needs - whether that means working with us or not.
Heathe is the bookkeeping firm for you, if...
You want to work with someone who gets the wedding industry and won’t side-eye spending on a new camera lens or a styled shoot
You don’t want to be locked into a contract that might not work for your business 6 months down the road
You want to bring a glass of red wine to your bookkeeping review calls
You’d rather send your bookkeeper a text with excessive emojis than log in to some official-looking portal to ask a question
- Megan
I’m here for it all. You wanna celebrate a milestone? Ask a hypothetical money question? Work through a tricky feeling? Spill the tea? PLEASE!! Our relationship is what makes doing your books infinitely more meaningful to me. I can promise our review calls will simply feel like catching up with a friend - not an anxiety-inducing technical conversation you leave feeling confused or discouraged by.
What else do we need to work together?? A life-first understanding. I’ll provide a space for you to show up exactly as you are! Babies in tow, sweatpants with messy bun, unfiltered dialogue, home reno noise in the background, it’s all welcome here. We make business work around your life, not the other way around.
My ask is that this grace goes both ways. I have two (sometimes vocal) standard poodles, rarely do my makeup, LOVE to be cozy, am likely to have a paint stain somewhere in sight, and I’ve got both ADHD brain and an autoimmune disorder. In other words, I was not meant to function in a polished or strict environment.
We can keep it REAL together and still accomplish incredible results!
All I ask from you is open, honest communication with timely responses. Nothing crazy, but I can always provide better service if I don’t need to wait weeks for answers or repeatedly follow up. The good news is that I’m flexible with how we communicate. Want to text? Send voice memos on IG? I’m here for it.
