Bookkeeping and Financial Coaching Services
We make your numbers behave so you can focus on making your business thrive
Our Services
The Clean Slate
The Clean Slate
Catch-Up & Cleanup Bookkeeping
Are you behind on your books? Mixed-up accounts? Missing reconciliations? The Clean Slate is for business owners who need a fresh, accurate start.
We go back, untangle the mess, and rebuild your books properly - month by month - so everything is clean, compliant, and trustworthy.
The Book Rescue
The Clean Slate
Emergency Bookkeeping Intervention
If your books are causing stress, panic, or confusion - this is for you.
The Book Rescue is a fast, focused intervention to stabilize your financial records and stop the bleeding before it gets worse.
The Smooth Operator
Ongoing Monthly Bookkeeping
This is your "set it and forget it" solution - except we never forget anything.
The Smooth Operator keeps your books accurate, organized, and up to date every single month, so you always know where your business stands.
The Calm CFO
Advisory & Financial Oversight
Bookkeeping tells you what happened. The Calm CFO helps you understand what to do next.
This service provides high-level financial insight without the cost of a full-time CFO - helping you make smarter, calmer, data-driven decisions.
The Precision Track
Bookkeeping for Scaling & Complex Businesses
As your business grows, "good enough" bookkeeping stops being good enough.
The Precision Track is designed for businesses with complexity - multiple accounts, revenue streams, payroll, contracts, or international elements - where accuracy and controls matter more than ever.
FunCounting Academy
Training and Coaching
We don't train data entry clerks. We train financial professionals and coaches.
Training & Coaching is a program where we train you to work with real businesses by emphasizing precision, accountability, and modern tools - including AI-assisted workflows.