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Bookkeeping Checkup

Let's look at your books & discuss what's working, what's not, and what to do next.

$197 ยท 60-minute 1:1 video session


๐Ÿ”” Sessions are weekday mornings & 2nd/4th Saturdays 9โ€“12 ET.
Email [email protected] before purchase if those times don't work for you.

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This is a no-judgment zone.


Show up with what you've got โ€” messy, incomplete, or barely started. That's what this is for.

What you get:

โ†’ 60-minute video session โ€” you share your screen, we look at your books together

โ†’ A review of your Balance Sheet, P&L, and bank feed (so you know if you can trust the numbers you see)

โ†’ A recording of the session so you can refer back to it


You won't just know what's wrong. You'll know where to start doing something about it.

No books yet? No problem. We'll talk about how to get started.

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