Let’s bring clarity back to your books
—with a personalized QuickBooks cleanup.
Designed for busy entrepreneurs who want to understand their numbers and move forward with confidence.
Is this you?
You signed up for QuickBooks, sent a few invoices, maybe connected a bank account... but now it’s a tangle.
Your dashboard says one thing, your gut says another, and nothing seems to match.
Let's walk you through it.....
You open QuickBooks and your bank says $4,229... but your books say $6,792.
A customer has a massive unpaid balance—but you know they paid. You just don't know where that payment landed.
You started out using QuickBooks for invoices only—and skipped everything else because it felt intimidating.
Now it’s tax time. Or you’re applying for a grant. Or you want to hire. And you’re staring at numbers that feel... squishy.
You're not alone
Lots of service-based business owners only use the basics—and that’s okay. But when it’s time to grow or get serious, clarity is power.
This diagnostic session helps you:
Spot exactly what's off (no judgement)
Get a personalized plan to fix it
Receive clear, warm guidance on the next steps
It’s like sitting down with a friend who knows their way around QuickBooks and actually wants your business to thrive.
No shame. No overwhelm. Just clarity, confidence, and a clean slate.
Get Clarity Now
I created this offer because I kept seeing business owners struggle with messy books and no clear path forward. This session is designed to give you clarity, confidence, and a fresh start—without overwhelm.
What's Included:
30 Minute Diagnostic Call
We’ll take a look at your QuickBooks setup together. No judgment, just clarity.
Summary Report
A clear recap of what’s working, what’s off, and recommendations for your next steps.
Cleanup Roadmap
A personalized action plan that outlines exactly what needs to be fixed—and how urgent it is.
Next Step Options
If you’d like hands-on help afterward, I’ll suggest package options tailored to your books. No pressure, just support if you need it.
You walk away with answers, guidance, and a plan. Whether you DIY or let me take over, you'll finally feel in control of your finances.
Who could benefit from a cleanup:
Service-based Entrepreneurs
coaches, consultants, plumbers, cleaners, etc.
Solopreneurs doing their own books
creatives, freelancers, etc.
Small business owners
preparing for tax season, grant/loan applications, or growth
Anyone
Anyone who’s thinking “I’m probably doing this wrong…”
Ready to Get Clear?
You’ll fill out a quick intake form so I can prep for our call—and then we dive in. I’ll follow up with your personalized cleanup roadmap and summary report.