Take control of your finances because stronger roots lead to stronger businesses.

You’re avoiding your bookkeeping, aren’t you?

  • You keep telling yourself you’ll “figure out Quickbooks” someday… but someday never comes.

  • Tax time rolls around, and your frantically digging through emails and crumpled receipts.

  • You think your business is doing well, but you have no idea how much you can actually pay yourself.

  • The stress of keeping up with your books is taking time away from your actual business (and your life).

You’re not alone, and you’re definitely not the first.

We’ll help you fix all of the above without lectures, side-eyes, or judgment - promise.

Bookkeeping isn’t just tracking expenses - it’s knowing exactly what’s happening with your money so you can make smarter decisions.

I work with realtors and service-based entrepreneurs who have fluctuating income and big financial goals. Realtors especially deal with massive uncertainty - one month is incredible and the next could be painfully slow.

You wonder things like:

Can I cover expenses? Can I pay myself? Am I charging enough? Am I missing tax saving deductions? Am I savings enough for taxes, or maybe too much?

That’s why I work directly with your CPA and wealth advisor each quarter to optimize your tax savings, max out contributions, and ensure your money is working for you.

And I’m not just here to send reports and disappear. I actually get to know my clients. My approach is personal, grounded, and built on real relationships because you shouldn’t just have accurate books, you should have a trusted partner making sure your business is financially strong.

Essentials Monthly Bookkeeping

  • If you’re a new business owner, you still need accurate bookkeeping. This service is a streamlined, budget friendly, solution designed to help keep all your finances in check.

    Note: this service is only available for sole proprietors or LLC’s with under 50 transactions and 3 accounts.

    • Initial discovery call to determine your wants and needs

    • Detailed income and expense tracking and categorization of up to 50 transactions

    • Month end reconciliations for up to 3 accounts

    • Monthly profit & loss report emailed to you by the 20th

    • Bi-annual call/ zoom to review your numbers, and answer any questions you may have

    • Collaboration with your CPA for a smooth tax season

    • Available for questions you may have

  • Investment starts at $350 per month

  • If bookkeeping always feels like a last-minute panic or something you’ll get around to eventually, let’s change that. With monthly bookkeeping, you’ll always know where your money is going, how much you can pay yourself, and what you should be setting aside for taxes — without lifting a finger. 


    Bookkeeping isn’t just about tax season, it’s about financial clarity all year long. With accurate, up-to-date books, you can make smarter business decisions, stay prepared for audits or loan applications, and catch errors before they cost you money (or worse, IRS trouble).

    Note: Recommended for business owners with $100k+ in annual revenue.

    • Initial discovery call to determine your wants and needs

    • Detailed income and expense tracking and categorization

    • Month end reconciliations

    • Payroll management for S Corps

    • Monthly financial reports and a loom review in an easy to understand format, along with any observations and recommendations we may have emailed to you by the 20th

    • Quarterly call/ zoom to review your numbers, and answer any questions you may have

    • Vendor management and yearly 1099-NEC filings

    • Reminders to save for estimated tax payments and when payments are due

    • Collaboration with your CPA for a smooth tax season

    • Unlimited support via email or text

  • Investment starts at $500 per month

Signature Monthly Bookkeeping

Catch-up Bookkeeping

  • If your books have been ignored for months (or longer), you’re not alone. January through March is when most business owners hit the “oh crap” moment and realize they need a cleanup.


    NOTE: If you haven’t reached out by mid-February, there’s a good chance you’ll need to file a tax extension (don’t panic, we’ll talk about this when you book a call!)

    • 1:1 discovery call to determine when the last time the books were updated and a plan on how to bring them current.

    • Detailed income and expense tracking and categorization.

    • Account reconciliations

    • Limited access for questions/ advice

    • Collaboration with your CPA

  • Investment varies based on scope of work.

Diagnostics Review

  • You’re handling your own bookkeeping, and for the most part, you feel good about it, but some things Google just can’t answer.

    ✔ Are your transactions categorized correctly?

    ✔ Are you missing duplicate entries?

    ✔ Is your balance sheet actually balanced?

    I’ll do a deep dive into your books to catch any mistakes, clean up miscategorized expenses, and make sure everything is CPA-ready.


    NOTE: Your CPA isn’t checking your books for accuracy — they assume you did that part right. If something’s off, it could impact your taxes, deductions, and overall financial picture. This one-time service is best done in November or December while the year is still fresh in your mind.

    • 1:1 discovery call to discuss any concerns you have with your books

    • A thorough review of your books

    • A loom video to review my findings of any errors or suggestions

    • Recommendation of actionable steps

  • Investment starts at $500

    Price varies depending on scope

Happy Clients

  • Sarah - Service Provider

    Nikole has been a welcome addition to my business this year. She is responsive and thorough, alleviating the burden of everyday bookkeeping while still creating a sense of transparency around month to month financials.

  • Sara - Service Provider

    I contacted Nikole last year to request her help in getting my books up to date and to keep them organized moving forward. She has been such a pleasure to work with! She is super knowledgeable and always quick to respond when I have questions. I would highly recommend her to anyone looking for someone to assist with their bookkeeping needs.

  • Discovery Call

    Start by inquiring on the contact page, and we’ll schedule a call to chat about your business. I love hearing all the details — what you do, where you’re at with your finances, and the kind of support you’re looking for. This call is all about making sure we’re a good fit and that I can provide exactly what you need.

  • Onboarding

    Once we decide to make it official, you’ll get an engagement letter to lock it in. Then, we’ll handle the onboarding (don’t worry, it’s simple). You’ll grant us access to QuickBooks and any other necessary platforms, and we’ll walk you through everything step by step.

  • Bookkeeping Services

    The best part — you’re off the hook! We take over, keeping your books accurate, up to date, and stress-free. Each month, I’ll check in with any questions and send you a Profit & Loss and Balance Sheet report along with a personalized loom video explaining everything. That way, you’ll actually understand your numbers and feel confident about your financial decisions.

Let's Work Together!

FAQs

  • Pricing depends on the complexity of your business and bookkeeping needs. After our initial chat, I’ll send over a customized proposal. To give you an idea, my base rate starts at $350/month.

  • No, we don’t provide tax services, but I do make sure your books are 100% tax-ready for your CPA, which saves them time (and saves you money). If you need an accountant, I’ve got some great referrals.

  • Your CPA uses your books for tax prep, they don’t actually manage them. Bookkeeping keeps your finances in order all year long so you can:

    ✔ Get a clear picture of your financial health.

    ✔ Be prepared for audits (just in case).

    ✔ Apply for loans with accurate records in hand.

    ✔ Catch errors or fraud before they become big problems.

    ✔ Save money by avoiding mistakes and maximizing deductions.

  • Easy! During onboarding, you’ll fill out an ACH recurring payment form. Once signed, payments will be drafted on the 1st of every month.

  • No contract is required, but keep in mind there are no partial-month refunds.

  • Yes! Once we agree we’re a good fit, you’ll receive an engagement letter outlining our working relationship and expectations so we’re both on the same page from day one.

  • Communication is a top priority, and I respond to emails, texts, or phone calls within 24-48 business hours.  I also offer quarterly zoom meetings if you want a more in-depth financial review.

  • I take data security seriously. My team member has undergone federal & state background checks, signed NDAs, and follows strict confidentiality agreements. Plus, we use:

    ✔ Dropbox & Google Drive for secure document sharing (no email attachments).

    ✔ Anti-spyware software to protect financial data.

    ✔ LastPass for encrypted password storage.

    Your information stays safe, secure, and completely confidential.

  •  Nope. I’ve seen it all. This is a safe space for stressed-out business owners.