Bookkeeping packages for small business success
Let’s transform your books from cluttered to clear, one monthly report at a time
Book an
intro call
It's time to bring
focus to your small
business finances.
We might hate to admit it, but whoever said “more money, more problems” was kind of onto something. Bootstrapping your business into a new level of success is for sure something to celebrate – but it can also come with headaches over how to actually manage the money that’s finally flowing in.
Now you’ve got more transactions to categorize, a heck of a lot more questions that the free Facebook groups can’t answer for you anymore, and less interest than ever in hunching over your desk with a pile of receipts. (Is any of that included in your morning manifestation? Yeah, I didn’t think so.)
Once your business “grows up,” your bookkeeping should too.
And here's the best part.
Bringing in support to keep your transactions tidy, your finances well thought out, and your books ready for tax time helps you run the business like the true professional you are (and helps you sleep better at night!).
Bookkeeping gives you a consistent, clear financial picture so you can confidently go after the goals that really matter to you – in your business and in your life.
Want to scale way up, or start to give back? The numbers can help you plan.
Want to work less, triple your team, save for a lake house, or sponsor the local little league?
Being on top of your bookkeeping can help make that possible.
Because hey – bookkeeping isn’t just for businesses that want to grow, grow, grow. Knowing your numbers might get you excited to scale, or you might be psyched to find out that you can actually take more time off.
Whatever you really want from your money, I’m here to help make that possible.
Setting up strong systems sets your business up for success (and you don’t even have to touch a spreadsheet)
Here’s to more profit, more passion, and more time spent doing what’s meaningful to you.
You didn’t get into business to spend your whole day on numbers, but I sure did, so let’s team up!
Numbers by Jen’s done-for-you business bookkeeping supports you with:
CLEAN, CLEAR BUSINESS BOOKS
CONSISTENT FINANCIAL INSIGHT
PERSONAL STRATEGY & SUPPORT
Accurate and up to date transactions, every single month.
Know where your cash is coming from and where it’s going.
Expert guidance to help you make the most of your money.
If you can’t even remember your Quickbooks password by now, you don't have to be embarrassed – I’ll get in there and start by tidying up the mess! And if you’ve got decent DIY books but can’t quite figure out what to do with the numbers, I’ll help you decipher your spreadsheets and plan for the short- and long-term.
Once you’ve got the bookkeeping consistency that you crave, the clarity to make smart money moves is in your hands.
Finally, it’s actually going to feel good to check in on your books – I promise!
— Jess / Salon Lola
Having monthly reports and knowing my numbers has been a game changer! She is a dream to work with and makes things so easy for the small business owner. Beware, you may become a little obsessed with spreadsheets."
“Jen has helped in the very best ways to change myself and how I do business.
Standard Done-For-You Bookkeeping Services
Consistent monthly support for your smart money moves
With lots of encouragement and zero accounting jargon, you get consistent reports and insights that put you confidently in the driver’s seat of your business.
- Unlimited Incoming & Outgoing Transaction Matching, so that you’re clear on every dollar coming in or going out (without having to categorize anything yourself!)
- Unlimited Monthly Bank Reconciliations, to make sure all your records and transactions are completely error-free
- Monthly Financial Report & Recap (delivered by the 15th), formatted in a way that’s actually easy to understand (no nightmare spreadsheets here)
- 1:1 Voxer Support with Jen – it’s like your personal financial support hotline (that you’ll never dread using!)
- Collaborative coordination with your CPA to make tax filing a breeze. BONUS: Monthly tax calculations!
- Dedicated Account Manager - No sending emails into the void. You'll have a consistent point of contact.
- Quickbooks Simple Start - A subscription to a robust and secure platform that grows with you and safely stores your records for years to come
- Annual 1099 Filings - Ok, totally boring. But necessary to keep yourself out of trouble.
- Estimated Tax Calculations - Wondering how much you owe on that pretty profit each month? We've got the calculations handled so you can be prepared for tax time.
And because I can’t resist giving you all of the good stuff, you’ll also get:
- B O N U S : Monthly 1-on-1 Financial Health Check-In Sessions with Jen, where we can strategize, troubleshoot, and plan for anything that affects your financial foundation
- B O N U S : Annual Budget Session, so that every October you can create a clearer picture of next year (before the year-end craziness sets in!)
Investment:
Starting at $450/month
Book a
discovery call
I often only have one or two spots available at any given time for
bookkeeping, so make sure to reach out sooner rather than later to snag your spot!
*New* Mini Done-For-You Bookkeeping Services
Consistent reports & insight straight to your inbox, for the owner that is ready to finally realize the powers of financial confidence.
You asked, I listened. It's mini, but mighty.
- Incoming & Outgoing Transaction Matching (up to 50 per month), so that you’re clear on every dollar coming in or going out (without having to categorize anything yourself!)
- Monthly Bank Reconciliations (up to 4 accounts), to make sure all your records and transactions are completely error-free
- Monthly Financial Report & Recap (delivered by the 20th), formatted in a way that’s actually easy to understand (no nightmare spreadsheets here)
- 1:1 Voxer Support with Jen – it’s like your personal financial support hotline (that you’ll never dread using!)
- Collaborative coordination with your CPA to make tax filing a breeze
- Dedicated Account Manager - No sending emails into the void. You'll have a consistent point of contact.
- Quarterly 1-on-1 Financial Health Check-In Sessions with Paul, our accounting manager, where we review your reports and your performance in detail!
Investment:
Starting at $300/month
I often only have one or two spots available at any given time for
bookkeeping, so make sure to reach out sooner rather than later to snag your spot!
Book a
discovery call
I often only have one or two spots available at any given time for
bookkeeping, so make sure to reach out sooner rather than later to snag your spot!
— Nicole / Alpine virtual
When I came to Jen my books were a mess. I had no idea how much money was coming in or out. She has been so patient with me and helped me create a system that works for me and my business. I'm really busy and Jen takes care of everything so I don't have to worry about it. I recommend Jen to everyone I know because she is reliable, efficient, trustworthy, and saves me so much time/stress.”
“I not only feel prepared for tax season but I feel so much more confident in where my business stands financially.
Hey, I’m Jen, a corporate-savvy accountant turned small biz-friendly bookkeeper.
10+ YEARS IN FINANCE | QUICKBOOKS PROADVISOR | MOM OF 2
At Numbers by Jen, I’m all about approachable, fear-free bookkeeping that frees you up to do your thing. I help you understand your numbers so that you can do more of what’s meaningful to you – in your business and in your life.
As your bookkeeper, I’m a nonjudgmental guide, not a director or decision-maker. With lots of encouragement and zero accounting jargon, I serve up consistent reports and insights that put you confidently in the driver’s seat of your business.
Whether your clients turn to you to sell their home or cut their hair (and maybe talk them out of getting bangs again), you know a thing or two about trust – and so do I. I bring all my years of complex corporate accounting experience to our work together, making sure that your financial reports are accurate, secure, and easy to understand.
I can't wait to hear from you!
Let's team up!
Answering your Q's is what I do best.
Here are a few things you might be curious about!
There’s no magic answer for when it’s time to hire a bookkeeper, but if you’ve got more transactions than you can keep up with, your sales are increasing but your profit isn’t, or if winging it is starting to feel more stressful than it’s worth, it may be time to tag me in.
When you’re super smart and capable (yeah, I’m looking at you), it’s easy to justify sticking with the DIY route – after all, it got you this far! But that constant, low-key worry that you did some math wrong somewhere can really suck the energy out of your business. Partnering with me lets you focus on the profitable stuff that actually lights you up and gives you the peace of mind that you’ve got an expert eye on your numbers 24/7.
After onboarding, you’ll receive a monthly email reminder to upload your bank statements. Alternatively, you can grant me secure, read-only access to your bank & credit card accounts so you can skip sending me anything!
Your bookkeeper and CPA go together like sweatshirts and football season (I’m from Ohio, okay?). Basically: together we make a great team. Whereas your CPA’s primarily here for you during tax time’s busy season, I support you 24/7. Having consistent and clear financial reports helps you make smart money moves year-round, and sets your CPA up to make the most of your tax returns.
I don’t file taxes, but the beautiful year-end package I share with your CPA makes tax filing a breeze. (And if you’re looking for tax prep, I’m happy to refer you to a trusted CPA!)
I’m a certified Quickbook ProAdvisor and use Quickbooks for bookkeeping. In addition, I also use Hubdoc when needed, Google Workspace, Zoom, and Dubsado.
Don’t have a Quickbooks account yet? No problem! I’ll work closely with you to get an account up and running, as well as customized to how you like to view your data.
- Salon Owners
- Web Designers
- General Contractors
- Architect Firms
- Real Estate Investors
- Virtual Assistants
- Etsy Shops
- Realtors
- Property Managers
- + more!
Fun fact: 99% of businesses in the United States are considered ‘small’ businesses (AKA my client base)! So if you’re here reading this, odds are we’re a match ;)
*One time specials may be an exception to this standard.
Grow your profit and nurture your passion with a bookkeeper by your side
Whatever you want to make possible, I’ll back you up with the bookkeeping support to help you achieve it.
Book an intro call
