Bookkeeping Services

Do you feel like your business finances are in chaos? Are you just too busy to handle all of this yourself?  Or, is this an area that completely drains and frustrates you? Is it time to have someone else provide you with bookkeeping services that are “done for you”?

Sometimes, the best thing to do is outsource this area so that you can focus on growing your business.

Let us create a system that is Simple. Organized. And Done for You!

Package Options

Know Your #'s Starter Package

  • Xero or QBO subscription
  • Hubdoc subscription – capture your receipts with this app on your phone and we will get it attached inside your accounting software. Ditch your shoe box!
  • Monthly reconciliation of up to 2 bank accounts
  • Yearly financial reports (Balance Sheet, Income Statement, and Statement of Cash Flow)
  • Unlimited emails

Optional Add-On Services:

  • Accounts Receivable and Accounts Payable
  • Payroll
  • Sales Tax Tracking
  • Bill Pay
  • Additional bank accounts reconciled
Let's talk! I want to know more.

The Process to get set up with a package


It starts with a Discovery call.

Next, you will receive a short questionnaire.

Fill it out and send it back.

We will send you a link to set up a 30 minute consultation call.

Review Accounts

Provide us with “read only” access to your bank account(s) so that we can

  • Review your current activity
  • Analyze automated solutions that would fit your business.
  • Make recommendations for improved solutions.


We email you a proposal with 2-3 options of service that we can provide for you and how much each option costs.

You choose which option suits you best.

Sign and send it back.

Engagement Letter

We send you an engagement letter.

You sign it, we set you up on a payment schedule.

Let's Get Started!

Fill out our on-boarding checklist and we get busy!

Your results:

  • Get organized
  • Simplify and automate
  • Get strategic with your money

“Carolyn went above and beyond to solve my bookkeeping needs so I that I could focus on running my business. I can feel her passion and desire for me to succeed at every level! I have known her for nearly 35 years and there isn’t anyone that I trust more!”

– joe huth, legal shield, executive director, employee benefit specialist

Ready to Regain More Time in Your Life and Increase Your Profits?