Bookkeeping Solutions

for Consultants & Coaches that help you take control of your finances and increase your profit.


We manage all of your data entry and keep track of your revenue and expenses.  Be ready at tax time! No more last minute rushing to get prepared.

– Software Set-up
– Bank Reconciliation
– Invoicing
– A/R & A/P
– Bill Pay
– Add on services


We provide you with important monthly financial statements to keep you informed on the financial health of your business.

– Income Statement
– Balance Sheet
– Statement of Cash Flow


We not only work “on” your books, we will show you how to use your books to help keep you on track and make wise decisions within your business.

– We help you to read and understand what your financial statements are telling you.
– We help you implement profit-chasing strategies so you can keep more of what you earn!

Simply Organized is here to help.

Overwhelmed by all the responsibilities of running your business?  Use your valuable time for more important things than the attention to detail it takes to maintain good financial records! You have clients to serve, emails to read, marketing needs to take care of, and deadlines to make.

Nevertheless, you cannot afford to bury your head in the sand and avoid critical bookkeeping tasks either. Avoid the mindset that bookkeeping is something to address once or twice a year. Meanwhile, papers build and scatter all over your desk and result in costly mistakes like the following…

  • Bills are not paid on time
  • Receipts get lost
  • You scramble at year-end to get it all done so you are ready to meet with your accountant.
  • You end up paying the IRS more than you should for taxes because you have failed to keep track of your expenses properly.

“Carolyn has been a great asset to our team. She is warm, personable and easy to work with. She works hard, and takes on your business finances with the care that she gives to her own.”


NEW! Simple Start Package

Set-up and training for the new entrepreneur who wants to start right, simply!

Package includes complete set-up in Xero, basic bookkeeping training, and access to a bundle of bonus training videos (coming soon!) to help you get your business on the right track right from the start.