Small Business Bookkeeping Services
Starting at $200/month. Stay IRS compliant, save time, know what your money is doing, and focus on what really matters - Growth
Categorize transactions
Reconcile accounts
Provide financial statements such as profit & loss
Add on Services
Starting at $300/month
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Accounts payable
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Accounts receivable
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Attach receipts to transactions
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Class tracking
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Location tracking
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Project tracking
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Clean up old books
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Catch up books
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Periodic book adjustments for accrual inventory, accrual COGS, and depreciation
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​Full accrual accounting
Personal Budget Bookkeeping Services
Starting at $100/month. Better understand your personal finances, save money, spend guilt-free, and gain peace of mind without the hassle.
Create plan and goals
Track income, savings, and simple expenses
Provide weekly spending updates and monthly reports
Add on Services
Starting at $200/month
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Split transactions and more complex expense tracking
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Provide weekly reports
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Weekly, monthly, quarterly or annual budget review and coaching
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On demand budget coaching
My Process
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Assess & Estimate
I will review your current business or personal accounts in depth to determine a timeline to update your books and an upfront one-time monthly estimate.
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We Work Together
You no longer stress over preparing for tax season or managing your personal finances; and you have a clear picture of where your money is going while I manage your books.
Meet
the Owner & Operator
My passion for tracking numbers started with my own finances. I created personal and family budgets to truly understand where my money was going, which helped my family stay financially stable through life’s ups and downs.
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I started Moolah Books to help small businesses and families do the same. While tracking numbers isn’t for everyone, financial success is much more likely when you understand your money. When you gain financial clarity, you can make better decisions, take control, and build long-term security.
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Through Intuit’s Bookkeeping and QuickBooks Level 1 ProAdvisor training, I’ve built a strong foundation in accounting principles and financial management. Becoming a Ramsey Solutions Master Financial Coach in 2023 further deepened my expertise in personal finance strategies.
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I also hold a Master’s degree in Occupational Therapy (OT) and continue to practice today. My experience as an OT has given me a unique skill set in task analysis, behavior management, executive function & organization, education & coaching, emotional support & stress management, ethics, adaptability, habit development, and goal achievement—all of which translate into helping individuals and businesses succeed financially. I’m passionate about seeing small businesses and families thrive, and I’d love to help you do the same.
