We help you gain financial clarity, save time, and drive your business forward by offering high-quality, personalized support. With a focus on precision, responsiveness, and customized solutions, our goal is to meet the unique financial needs of service providers, empowering you to focus on what you do best.
We specialize in boutique bookkeeping solutions tailored specifically for service-based businesses.
Our Bookkeeping Services
- Ongoing account management
- Monthly transaction entry
- Comprehensive monthly financial reports
- Account reconciliation
- Email support
- Monthly Zoom check-in
- Ideal for business owners who want to free up time and gain clarity on their finances without unnecessary complexity.
For solopreneurs and entrepreneurs building their first team, this package handles your day-to-day bookkeeping tasks so you can focus on growing your business.
Essential Bookkeeping
- Manage daily financial operations
- Provide detailed monthly or quarterly financial reports and analysis
- Offer personalized financial consultations
- Reconcile accounts for accuracy
- Provide consistent support through email and Zoom check-ins
- Perfect for those ready to delegate their financial management while staying informed about their business’s growth.
When you're expanding your team and need deeper insights into your finances, this flexible package provides the clarity and control to make informed decisions—offered on a monthly or quarterly basis to fit your specific needs.
Growth-Ready Bookkeeping
- Complete financial operations
- End-to-end monthly financial reporting
- Ongoing account reconciliation
- Financial strategy consultations
- Unlimited email and Zoom support
- We work primarily with businesses generating six or seven figures, providing a seamless financial experience so you can focus on scaling.
Designed for businesses ready to fully outsource their bookkeeping and focus entirely on front-end growth. With this comprehensive, hands-off solution
Full-Service Financial Management
Complete peace of mind – You’ll know your finances are handled with care and precision, freeing you up to focus on what you love: growing your business.
QuickBooks, set up for success – Whether you're just getting started or need a revamp, we’ll tailor your accounting software to fit your business needs, keeping everything running smoothly.
A deep dive into your profit margins – We’ll help you understand where your profits are coming from and where there’s room to improve, so you can grow your business strategically.
Stress-free tax readiness – Everything will be organized and ready when tax season rolls around
Clear, accurate financial reports every month -No more guessing games. You'll know exactly where your business stands financially, empowering you to make informed decisions.
When you work with us, you will have...
Your business deserves a financial partner who sees the big picture. That’s why we offer strategic services that go beyond day-to-day bookkeeping. Whether you need high-level financial insight or support systems that scale with you, we’re here to meet you at every stage of growth.
smart systems. strategic support.
real results.
Beyond Bookkeeping
In addition to ongoing bookkeeping, we offer one-time and project-based services designed to give your business a fresh start, a solid foundation, or a personalized system to thrive. Whether you need to clean up your books, build a custom spreadsheet, or set up QuickBooks the right way—we’re here to make sure your numbers work for you, not against you.
Specialty Services for When You Need a Financial Reset or Custom Support
- A thorough review and organization of your financials
- Creation of financial statements such as profit and loss reports, balance sheets, and cash flow statements
- Expert consultation to ensure long-term financial health
- For business owners who may not be "numbers people" but understand the importance of clear, accurate financial data.
If your business finances have gotten off track or you need to produce financial statements for banks, investors, or potential buyers, this service will set you up for success. Whether you're behind on your bookkeeping or need clarity before a major decision, we’ll provide:
Financial Clean-Up
- Organize and track critical data
- Automate repetitive tasks
- Gain insights specific to your business needs
- while staying informed about their business’s growth.
For businesses looking to streamline their workflow with tailored solutions, we offer custom spreadsheet creation. These are perfect for companies needing specialized reporting, forecasting, or a personalized system to track their finances in a way that aligns with their unique operations. Our custom spreadsheets will help you:
Custom Spreadsheet Creation
- Customized QuickBooks Online setup based on your business structure and goals
- Chart of accounts configuration, optimized for clarity and tax-readiness
- Integration of payment processors, bank feeds, and essential tools
- Personalized walkthrough and training so you feel empowered, not overwhelmed.
Whether you're brand new to QuickBooks or switching from a different system, a strong setup is the foundation for confident financial decisions. We take the guesswork out of getting started and make sure everything is tailored to your business from day one. This service includes:
QuickBooks Setup
-Greg. W, CPA
"Zandra is one of the most pleasant people I have had the pleasure of working with. She has an incisive, analytical mind which, combined with her firm knowledge of accounting and her international business experience, is an invaluable resource to any business that would retain her services. I highly recommend Zandra to anyone who needs a gentle, guiding hand in business and accounting.."
-ZOE, former client
The most transformative 3-weeks of my life. I wish I had done it earlier!