Services

QuickBooks Online Setup & Clean-Up

Starting fresh or fixing past errors?  We’ll:

o   Set up or reorganize your QuickBooks account

o   Clean up historical transactions

o   Align your books with your business goals

o   Deliver a clear, functional system you can trust

Great for new businesses or those needing a fresh start.

Bookkeeping

Stay financially grounded with:

o   Categorized income & expenses

o   Monthly reconciliations

o   Profit & Loss + Balance Sheet reports

o   Clear communication – Email support for questions + updates

Ideal for ongoing businesses ready to delegate their books with confidence.

One-Time Support & Projects

Need flexible help with your books? You can:

o   Book a review session

o   Get QuickBooks support

o   Request custom reports or budget templates

Perfect for self-managed businesses or one-off needs.

Personal Money Care (Daily Money Manager Services)

Support for Everyday Finances, with Clarity and Compassion

Life gets busy. Bills pile up. Budgets slip. That’s where our Daily Money Manager (DMM) service comes in.

We provide trusted, nonjudgmental support to help individuals stay on top of their personal day-to-day finances—with calm, consistency, and care.

Perfect for:

o   Busy professionals who want peace of mind

o   Creatives and freelancers juggling personal + business spending

o   Aging adults or caregivers who need extra support staying organized

o   Anyone who feels overwhelmed by managing personal money tasks

What’s Included:

o   Monthly bill tracking + reminders

o   Organization of personal income and expenses

o   Budget planning and cash flow check-ins

o   Monitoring of bank + credit card activity

o   Optional check-in calls or email summaries

NOTE:  We don’t give financial advice or manage investments—just real-life support for your everyday money decisions.