Time to Slay
How can I be sure I’m recording things right?
I have so many other things I need to do!
What happened to this transaction in QuickBooks and how do I fix it?
Why do I keep putting this off ? It only makes it more work for me once I sit down and do it.
Questions popping up left and right, trying to carve out the time, insecurity in how to prep for taxes...
I take the "Wait, what did I spend that on?" out of your business by staying on top of your books monthly, turning financial chaos into crystal-clear insights you can actually use.
Never have to worry about messy books or tax-time panic again.
let's get started
think of me like your financial bff and numbers detective
What to Expect
Here I flush out the plan and email instructions to you. I’ll let you know what documents to wrangle and how to give me read-only access to bank accounts. If we need shared folders I’ll make them and send them to you so you have a place to start putting documents right away. I always make sure to give clear instructions with website or video links for anything you might not know how to do. If you prefer I hold your hand and talk you through anything in person, that’s ok, too!
We'll start with a quick chat
We’ll meet either in-person or via Google Meets and I’ll be your safe space for you to unload all your feelings. Ask me anything and we’ll start to get to know one another. It’s important to me that we are a good fit, and that you vibe with me and feel comfortable talking to me about your finances.
Before I can make a full plan, I will need accountant access to your bookkeeping software so I can review and assess how big of a project this will be. This process allows me to get a good idea of how much to charge you. I only look, never touch. It has to be done in order for me to quote a fair price, but it’s easy to undo if we decide not to work together, so don’t stress! You can boot me off anytime. I will email you instructions on how to do this. You’ll never be asked to figure out how to do something on your own!
diagnostic review if needed
getting started with the details
After I get a chance to see what I’m working with, I send you an email with a quote. If you say “Let’s Do This!”, I write up a proposal and have you sign it. After the proposal is signed, I invoice you. After the invoice is paid we move on to the details!
proposal and custom quote
Ongoing support is essentially the job description for monthly clients. I send financial reports monthly (if you want them). I usually get back to client questions within a day for email and text. Of course things come up and it may take longer, but I’ve never had anyone feel like they need to ask twice. For other services, I offer a specific period of support depending on the job we are doing. I like to be helpful and so far no one has taken advantage of that!
ongoing support + reporting
This is where I work and try to bother you as little as possible. Most people need a bit of harassing when questions arise and they are busy, so expect that part of my job is to hold you accountable. My goal is to never ask you to repeat something you already told me, but if I need some new info I’m not afraid to ask a few times until you get it to me. This is how we stay on top of the important details and you’ll be surprised how helpful it becomes.
initiate go mode
let's get started
reminder notifications
Too busy to remember if important tax filing dates are coming up? Or want reminders to deal with receipts? We can discuss your particular situation and I’ll automate emails to help you stay on track.
Depending on the situation I have a few software options to share documents through. I also have some great software that makes it super easy to ask/answer questions and upload receipts. The goal is to make it easy on you and something you can look at whenever you want.
shared file storage
Financial reports are the KEY to helping you make the right business moves. I can help you understand what you are looking at and what it says about your business’s financial health. I’ve seen client’s change many business decisions once they regularly see the small details of where their money goes.
financial reports
Additional Goodies
Let's Get This Party Started
Together, we'll do it right.
Take your time back
Knowing your spending trends is how we get you towards your business goals. You’re going to see what is and isn’t working and make changes that increase your bank account. Then reinvest into your business or maybe even give yourself a raise!
Make informed big money moves
Imagine turning that dreaded tax bill into your business's golden ticket –or taking that long-overdue family vacation you've been dreaming about. When we maximize your tax savings the right way, that money goes back where it belongs: fueling your dreams and growing your business!
Get the maximum return
Get that "Friday feeling" every single day, because instead of drowning in receipts and reconciliations, you're free to focus on growing your business and stealing moments for those midday coffee runs or impromptu lunch dates with friends – your numbers are handled, and life is good!
Sleep like a baby because you know your finances are handled by someone who actually gets you – no more jolting awake wondering if you missed something or scrolling through bank statements during family dinner!
Relax knowing it's done and done right
Walk into an audit knowing every receipt, every transaction, and every deduction is perfectly documented and ready to go – no frantic searching or sweating bullets required! With your books organized like a well-oiled machine, you'll feel like you're strolling into a coffee chat rather than an audit, because you’ve got a bada$$ bookkeeper.
Be prepared
let's get started
Drop a line below and I'll be in touch within 2 business days with a reply! So excited to hear from you!
Have a question? Ask away!
send
THANK YOU! I'VE RECEIVED YOUR INQUIRY, AND WILL BE IN TOUCH WITHIN 48 HOURS.
I work way too many odd jobs, and am mostly self-employed, from dog sitting to teaching kids how to drive; I make money in sporadic increments, rarely have a steady income and with some jobs the taxes are paid through my employer. Tax time each year is incredibly overwhelming for me. Enter Christina, she responded to a desperate plea I made for tax help on Facebook, soon after we had a zoom meeting, and she helped me figure out what I should do to manage my self-employment and other jobs. She was able to talk me through a plan that made sense and was easy to follow. I was able to speak candidly with Christina about my financial situation and I felt at ease. I highly recommend Christina to anyone who needs to discuss financial matters, but honestly I think she is a good sounding board for any endeavor you may be interested in.
She responded to a desperate plea I made for tax help.
I reached out to Christina because I didn't know what I was doing at all. I sent over what I had been using to do bookkeeping, which is a generous way of saying I sent her a horrible Google Sheet. One of the first things she said to me was "does Jane know she runs a business?" In theory I do, but also I do not lol. My wife and I own a small business and the business running part of my job is my least favorite. She was so helpful, got my shit together and helped me set up systems that are so much easier to use and make things like tax time a breeze by comparison. She helped me understand the things I needed to understand and has helped me save money and time. She was accessible and very patient with all my dumb questions and is there when I enevidably screw something up. She makes it easy to have a good laugh and then get it sorted. She's the best!
She was so helpful, got my shit together and helped me set up systems that are so much easier to use.
As a new business owner coming into my third year of self employment, the daunting back end work has started to become a bit overwhelming. Christina has really been able to assist in gaining a clear picture of where I'm at with my business and how I can move forward. From organization to shaping income and expenses, I confidently feel much better and less stressed about having my bases covered! Having a great bookkeeper is an absolute necessity and I strongly recommend Lee Bookkeeping to anyone and everyone who is trying to get a grip on their business numbers!
I confidently feel much better and less stressed.
Christina is amazing! She has helped me so much. Not only the aspects of keeping my books, but the relief of having to do it myself and clearing my plate to accomplish something else on the "To-Do" list. Her patience and continuous helps provide that trust when using a bookkeeper.
Christina is amazing!
Ditch the overwhelm. Ditch the hours spent. Prioritize your life and put your new found savings into your vacation jar.
let's get started
Check out our other services!
didn't find what you were looking for?
Big enough to finally get accounting software, but not sure how to get it started?
set ups
check the deets
Procrastinate again? Who doesn’t? With catch-ups, we'll untie the knot in your stomach and get things back on track.
catch ups
check the deets
Feeling a lack of confidence with the accuracy of your books? We’ll get you audit-proof before you know it.
clean ups
