QuickBooks a Mess? Let’s Fix That—Without Judgment.

If you're behind on your books or unsure what's accurate, you're not alone. With clean books, you’ll finally know where your business stands, stop worrying about tax time, and feel confident making decisions. It all starts with a 20-minute discovery call to see what you need and if we’re the right fit.

Let’s Be Honest—Bookkeeping Might Not Be Your Thing (And That’s Okay)

  • You haven’t looked at your books in months (or longer)

  • You tried fixing things in QuickBooks, but it only got more confusing

  • Your CPA keeps asking for reports—and you don’t know how to get them

  • You feel like your books are a mess, but don’t know where to start

  • You’re making business decisions blind because your numbers aren’t reliable

  • You’re losing sleep worrying if your books are right

What’s Actually Involved in a Cleanup?

Every QuickBooks cleanup is different, but here’s what you can expect after our first consult:

  • We clean up past transactions and make sure your books match your bank and credit card statements

  • We fix mistakes and put expenses and income in the right spots

  • You get reports that actually make sense to you—no accounting jargon

  • We make sure your expenses are set up correctly—so you keep the right deductions without raising IRS red flags

  • I walk you through everything so you know exactly what’s fixed and why

How We Work Together

1. 20-Minute Discovery Call
We’ll talk through your bookkeeping challenges, get a feel for whether we’re the right fit, and learn what you need most.

2. Review
I take a closer look at your QuickBooks file to see what shape your books are in and identify the problem areas.

3. Findings & Recommendations
We meet to go over what I found, talk through your options, and I share my recommendations—with no surprises.

4. Quote & Next Steps
You’ll receive a clear proposal with pricing and a path forward—so you know exactly what to expect and can move ahead with confidence.

Why Clients Trust Us

"Thank you for ALL your hard work! It is such a relief to me to know I have you in our corner"

Based in the Bay Area, we serve business owners and real estate investors who need clean books, reliable numbers, and no judgment.

Ready to Stop Avoiding Your Books?

Your clean slate starts with a no-pressure discovery call. We’ll talk through your needs, review your books, and outline a plan that makes sense for your business—and your budget.

14,721+

Members Join

214+

Mentors

25+

Years Experienced

189+

Award Won

Classes

Latest Masterclass

Business Starter Kit

Management, by Melinda Rose

(312 Reviews)

10 hours

12 Lessons

Beginner Level

Business Relationship

Business, by Melinda Rose

(312 Reviews)

10 hours

12 Lessons

Beginner Level

Career Planning Kit

Careers, by Natalie Jodie

(312 Reviews)

10 hours

12 Lessons

Beginner Level

Choose Your Package

Women can do everything.

Lorem ipsum dolor sit amet, consectetur adipiscing elit.

Starter Kit

Basic Package

$xxx

Monthly

  • A ante donec congue consectetuer

  • Tellus dis cursus tincidunt

  • Massa luctus ullamcorper augue

  • Rhoncus dictumst

  • Leo montes nibh at

*Convallis pretium ornare fringilla

Starter Kit

Basic Package

$xxx

Monthly

  • A ante donec congue consectetuer

  • Tellus dis cursus tincidunt

  • Massa luctus ullamcorper augue

  • Rhoncus dictumst

  • Leo montes nibh at

*Convallis pretium ornare fringilla

Starter Kit

Advance Package

$xxx

Monthly

  • A ante donec congue consectetuer

  • Tellus dis cursus tincidunt

  • Massa luctus ullamcorper augue

  • Rhoncus dictumst

  • Leo montes nibh at

*Convallis pretium ornare fringilla

Our Team

John Doe

John Doe

John Doe

John Doe

Testimonial

What They Say

Lorem ipsum dolor sit amet, consectetur adipiscing elit.


Consectetuer nisi si magnis erat ligula vulputate sit sapien duis integer. Cubilia class blandit dapibus phasellus eu dui fermentum amet. Dis dapibus porttitor ullamcorper turpis pharetra vestibulum auctor iaculis neque efficitur.

Jane Doe


Consectetuer nisi si magnis erat ligula vulputate sit sapien duis integer. Cubilia class blandit dapibus phasellus eu dui fermentum amet. Dis dapibus porttitor ullamcorper turpis pharetra vestibulum auctor iaculis neque efficitur.

Jane Doe


Consectetuer nisi si magnis erat ligula vulputate sit sapien duis integer. Cubilia class blandit dapibus phasellus eu dui fermentum amet. Dis dapibus porttitor ullamcorper turpis pharetra vestibulum auctor iaculis neque efficitur.

Jane Doe

Office: Lorem Ipsum

Site: www.yourcompany.com

Copyright 2025 | All Rights Reserved | Privacy Policy | Terms and Conditions