Bookkeeping Done Your Way — With Expert Support to Back You Up
Running a small business is hard enough — your bookkeeping system shouldn’t hold you back. Whether you’re starting from scratch or need help making sense of existing data, you’ll work one-on-one with an experienced consultant to set up bookkeeping systems, clean up records, and strengthen your financial foundation.
This program offers hands-on, customized support to build the habits and tools that make financial tracking simple and sustainable. Get organized, understand your numbers, and make confident, informed decisions.
Is Bookkeeping Consulting Right for You?
This coaching program is ideal for entrepreneurs who:
- Need to set up accounting software or clean up your bookkeeping system
- Want a simple, consistent process for tracking income and expenses
- Are overwhelmed by receipts, spreadsheets, or inconsistent records
- Want to understand financial reports like profit and loss or cash flow
- Are preparing for tax season, applying for funding, or scaling operations
What You’ll Get
- Up to 6 hours of personalized coaching
- A dedicated bookkeeping consultant to guide you step by step
- A flexible but structured framework adapted to your needs and stage of business
- Access to templates, checklists, and financial tools
- Support for whatever accounting software fits you best — QuickBooks, Wave, Excel, Google Sheets, or others
Coaching Focus Areas
Each bookkeeping consulting engagement is customized to your business. Topics may include:
- Tracking income and revenue
- Categorizing expenses and budgeting
- Understanding cost of goods sold
- Setting up or reviewing chart of accounts
- Reconciling accounts
- Creating profit and loss statements
- Reviewing balance sheets and cash flow reports
- Setting up accounts payable and receivable
- Reviewing liabilities, assets, and more
Regular Fee*
$425 up front, or 2 payments of $175
*Alternative pricing available – review FAQs for more detail
Your Next Step
Bookkeeping Consulting helps you build financial systems and habits that fuel better business decisions. With a strong financial foundation and your books in order, you’ll gain the clarity to manage your business today and prepare for tomorrow.
Fill out an interest form to get started with Bookkeeping Consulting.
"Your bookkeeping tells a story about your business. With a financial tracking system, you can measure the performance of your business and make informed decisions that can lead to success."
Marly Dalmau, Bookkeeping Consultant
