Courses & Services

Whether you're just starting out or ready to scale up, you'll find the resources you need to succeed

Starting Out - Digital Courses

How much time are you wasting trying to figure out your finances?

Every hour spent struggling with bookkeeping is an hour lost to growing your business or spending time with loved ones.  We’ve designed the Quickbooks Set Up For Solopreneurs course to help solopreneurs like you take control of your finances with ease and confidence.

What You’ll Learn:

  • How to set up Quickbooks Online tailored to your business
  • Master the Chart of Accounts for accurate financial reporting
  • Streamline your bookkeeping processes to save hours each month
Perfect For: One-person businesses beginning their financial journey.

Are you leaving money on the table with your rental properties?

Improperly tracking income and expenses can lead to overpaying taxes and missing critical deductions.  The Quickbooks Set Up For Short Term Rental Owners course empowers short-term rental owners to maximize profits and minimize stress with a properly set up Quickbooks system.

What You’ll Learn:

  • How to categorize rental income and expenses correctly
  • Optimize your tax deductions to keep more of your rental income
  • Generate customized reports to track profitability

Perfect For: Short-term rental owners managing 1-5 properties.

Scaling Up - Bookkeeping Services

Are your finances unorganized or just not getting done?

Without accurate books, you’re flying blind.  Overspending, late payments, and missed opportunities can quickly derail your success.  Let us handle your bookkeeping so you can focus on what you do best.

When We Take Over, You’ll:

  • Receive clean, accurate bookkeeping and financial reports every month
  • Free up your time to focus on what you do best
  • Gain an experienced financial partner with guidance to help your business thrive
Perfect For: Established solopreneurs ready to focus on growth.

What our clients have to say...

"Jessica is an amazing asset and an invaluable part of our business. Her wealth of financial knowledge has been vital to our business and allows us to make necessary changes to our strategies based on her guidance. She has a keen attention to detail and is able to explain complex financial details in a very approachable manner. I highly recommend working with her."

MICHAEL
MICHAEL

Short Term Rental Business

"As an owner of multiple businesses, my days and weeks fill up with operations, meetings, and a million other things. During my first session with Jessica, I accomplished more progress on my financials than I had in months. She adapts her proven methodologies to your specific business. I can't recommend more highly, whether she is coaching or managing your books, Jessica's value is unmatched."

SEAN
SEAN

Coaching Business

"Jess has been wonderful to work with. I've had my financials in Excel for the longest time and haven't really stayed on top of my books but she helped me finally get everything all caught up in Quickbooks! I'm so glad my brother recommended her, she has really helped me understand my numbers and how much my business is actually bringing in at the end of each month. Invaluable service and highly recommend. Please keep her in mind if you are in search of an honest professional!"

ANN TAYLOR
ANN TAYLOR

Consulting Business

Jessica is simply AWESOME! I was a nervous wreck trying to understand how I was going to do all my accounting and was leary to use Quickbooks. Jessica alleviated ALL my worries and left me with a reliable and repeatable process for my books and continues to be a wonderful resource - especially with all those "oddball" questions you may think of.

JON
JON

Process Improvement Business

"Jessica is a godsend to work with! She's very knowledgeable about the bookkeeping business, she's extremely efficient and very diligent about what she does. I am not very good with numbers and always dreaded using Excel to track my business endeavors. But she cleaned everything up with Quickbooks and gave me solid advice on how to keep things organized. I am so thankful she was recommended to me. It has made my life so much easier! I highly recommend using her to straighten up your books! You won't regret it!

JUNE
JUNE

Publishing Business

"Jessica was so easy to talk to and didn't mind going over every detail with me. It's nice when you feel like someone who really knows what they are doing really listens and has your back."

RY
RY

Music Industry

Our Clarity & Control Promise

We value your time and understand the challenges you face as a solopreneur.  With years of experience and proven results, we guarantee you’ll gain clarity and control over your finances – or we’ll work with you until you do.​

Frequently Asked Questions

We’re passionate about empowering solopreneurs with financial knowledge so there are MORE and BETTER informed business owners out there.

Our courses and services don’t just fix your finances – they teach you how to confidently manage and understand them to truly become the CFO of your business.

ALWAYS… but what “hire” means depends on your budget, your time, and what stage you are at in your business. 

  • Starting out: If you’re new to business, my QuickBooks Set Up courses will get you started on the right foot.  When you have more time than money in your business, the courses are a great budget friendly option to learn how you can manage your business finances the right way until your top line revenue has grown or you no longer have time to dedicate to bookkeeping.
  • Scaling up: If your business is growing and your don’t have the time or energy to dedicate to bookkeeping, let us take over.  Our bookkeeping services are also a really great fit when you have an existing Quickbooks account that needs clean up or catch up work from a professional.

We specialize in working with solopreneurs (usually single-member LLCs or sole proprietorships), including:

  • Short term rental owners
  • Co-hosts and property managers
  • Coaches and consultants
  • Photographers and creatives
  • Freelancers and more…

No worries!  Schedule a consultation call and we’ll determine the best fit for your needs.