Why are you still categorizing your own transactions when you could be handing that off to a professional?

Fun fact: you don’t have to be a 7 figure company to hire a bookkeeper (or a fractional CFO).

We’re not the kind of financial service to leave you scratching your head over all the jargon.

You don’t need to hire employees to get help managing all your financial paperwork. You don’t need to put up with mistakes, missed details, or overlooked personal and business goals or motivations. All you really need is a financial professional who has your back, gets to know YOU and your motivations, and who is hella confident they can deliver what you need.

We’re not here to make you feel anxious, dumb or lost in understanding what all your financial reports mean. We’re here to educate you with clear language. We’ll walk you through all the strategies and systems that will help you fulfill your goals.


That’s exactly why we’re here. 

By the time our work is done, you won’t just reclaim your time, you’ll take back your power to make big, bold business decisions.

Bookkeeping Clean Up or Catch Up

When you’re dealing with the fallout of unraveling the mess of past bookkeepers, or just trying to catch up on your financial reporting, you need more than basic transaction categorization. You need an expert who will approach your bookkeeping with high attention to detail and financial savvy.

What’s Included:

  • A clean up includes cleaning up the mess from past bookkeepers.

  • A catch up includes taking your books from their current state to accurate and up-to-date.

  • We will reveal any lingering tax issues that may require amendments and/or possible refunds. 

  • Our initial consultation call will help you determine which service you need.

Price Starting at $1500+

Ongoing Bookkeeping Services

You want to stop thinking about going through your receipts, getting ready for tax time, and how much you might…owe (gulp). The only problem? Bookkeeping is still on your plate. When you’re a busy service-provider you’re going to need some extra help to get it all done without mistakes. That’s where we come in to lighten the load and make your business finances a streamlined process.

each month we'll help you:

  • Categorize all your financial transactions.

  • Reconcile your bank accounts.

  • Review your bookkeeping on our monthly calls, making sure you understand your finances.

  • Translate complex financial reports into everyday terms so you can understand the true state of your business finances. We also offer basic advice on financial decisions. 

  • By advising on how to create a holistic approach to business finances: from setting up user-friendly bank accounts to using technology to connect accounts for minimal user involvement to installing systems of record keeping that will make tax prep a breeze. 

  • Ensure all business books are in a format that makes attracting investors or business purchasers a more streamlined process.

Price Starting at $400+

(Quarterly plans are also available)

You’re a growing service provider in need of higher level financial advice and strategies to help you grow profitably. This fractional CFO support gives you everything a salaried CFO would bring to the table but at a fraction of the cost. Let’s get you the strategic advice and planning you need to hit your big goals.

Fractional CFO

What’s Included:

  • Monthly meetings with strategic planning and business financial advice, where we focus on and interpret the nitty gritty numbers so you don’t have to.

Price Starting at $1500+

Get to know our process

  • Answer a few questions about your business to help us get familiar with your needs.

  • We’ll review your questionnaire and send you a link to book a consultation call. It’s a chance for us to get to know each other and share what it can look like when we work together.

  • We take the information gathered on your consultion call and look over your bookkeeping software to create a proposal for your unique needs. Then, we present your proposal over a quick 10 minute call.

  • Once you accept the proposal, you’ll review and sign the contract, and then pay the invoice.

  • When you complete the onboarding steps, we’ll set to work on your chosen package.

You should be able to see your growth.

“As a result of working with Jennie, my books are organized (she even cleaned up my books from my previous half-baked system) and I always know where I stand regarding cashflow, revenue, expenses, and P & L. 

I have a streamlined system for invoicing. I can easily see which of my services are bringing in the most revenue, and also how my expenses are spread. 

I also have increased confidence and excitement about my finances. Seeing my numbers has helped me see my growth, and this is spurring me on to set even bigger goals.  

I recommend Jennie 100% to any coach who wants to feel empowered about their finances and take bookkeeping tasks off their plate, so they can focus on serving clients and growing their business.” .”

— Megan B

Feel like you finally found

the right fit?

Let’s do this thing. 

It’s time to tame the chaos in your business finances once and for all.