Drowning in Financial Chaos? We'll Sort It Out (No Judgment)
We'll untangle your financial mess so you can see exactly where your business stands and make smart decisions.
Is This You?
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
You're not alone. This is exactly what we specialize in.
What We'll Do
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
The result: Clean, organized financial records you can actually trust.
What We'll Do
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
Everything ready for your accountant or tax preparer
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
Findings shared with clear recommendations and proposal.
4. Cleanup Completed
Clean, accurate records delivered with a summary of everything we did.
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
Copyright 2025 | All Rights Reserved | Privacy Policy | Terms and Conditions