Bookkeeping Services are important for the financial health and organization of your business. Review our service offerings or schedule an appt. to determine which service is right for you!
See What our Clients are Saying!
"Chassidy has been so great to work with! I consider myself to be pretty business savvy but I have learned SO much more- everything from managing bank accounts, paying quarterly taxes, and setting up solid book keeping with Wave. Chassidy always has answers to my questions and I'd recommend her to anyone starting out in a private practice!"
(5 Star Google Review)
"Chassidy is amazing! I've had multiple awful experiences with prior tax companies and individuals, which resulted in me having to pay unnecessary penalties and fees to the IRS. Chassidy is truly operating in her gift. She came into my business, conducted a tax analysis of my unique situation, and made these issues go away. She amended my 2022 personal and business taxes and filed my 2023 taxes. Now, I am an ongoing bookkeeping client of hers. She is very responsive and dedicated to the work she does."
(5 Star Google Review)
"Working with Chassidy has been an absolute game-changer for my business. Her bookkeeping training was incredibly valuable, providing me with the skills and knowledge I needed to excel in my field. What truly sets Chassidy apart is her unwavering support and dedication.
Chassidy not only taught me the ropes but also played a pivotal role in helping me secure a substantial client for bookkeeping services. Her guidance and connections were instrumental in the growth of my business. Thanks to her, I've been able to scale my operations and achieve new heights.
Chassidy's friendly and approachable demeanor makes every interaction a pleasure. Thank you, Chassidy, for being an incredible source of knowledge and support!"
(5 Star Google Review)
Hands on Bookkeeping Services for Social Workers, Therapists, Coaches, and Service-Based Leaders!
Managing your money can seem like a daunting task. We take the overwhelm off of your hands so that you can effectively run your Practice with ease knowing that your business finances are always organized and you don't have to worry about your taxes.
We have Essential, Advanced (Most Popular), and Premium Bookkeeping options for you to choose from based on your current business needs. You can always upgrade or downgrade if your needs change. Fill out our questionnaire form so that we can gather information from you prior to scheduling your appt. Click the link to get started Today!
This is not your ordinary spreadsheet! If you are not ready to scale and grow your business, then Your Business Finance Tracker will help you keep track of your income and expenses for your Practice/Business! With this Tracker, you will automatically know what your Profit is! This Tracker is perfect for you if you are using your personal account for your business transactions or you have a separate business bank account but have a limited amount of income and expenses each month. Using this Spreadsheet will help you be prepared for tax filing season! Includes a detailed video tutorial!
This is a 30-Minute Deep-Dive Consultation discussing the following:
If you are behind on keeping track of your business finances and they are not up to date so that you can run your business smoothly or prepare your taxes, then you need to engage in Bookkeeping Cleanup Services.
During this service, we will make sure your business finances are completely organized so that you can make informed decisions such as paying taxes, paying yourself, filing taxes, etc. This is only for 2025 Year. If You need prior years completed such as 2023, 2024 etc, please do not purchase this service. Schedule a consult with us instead.
Watch This Video To See What Our Owner Says About Running a Successful Practice/Business!
We will begin Enrollment in April 2026. Classes being in June 2026.