Bookkeeping For

Women Service-Based Business Owners

We provide a peace of mind that all year-round your books are accurate and in compliance.

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We manage the PLAN for your books so that you can focus more on the PURPOSE of your business.

 

Our Services

  • The Clarity Blueprint

    Not sure where your books stand?

    This is a comprehensive review of your QuickBooks Online account designed to identify errors and determine exactly what is needed to get your books back on track.

    You will receive a personalized findings report, recommendations, and a clear action plan for moving forward.

  • The Financial Reset

    Feeling overwhelmed by messy or inaccurate books?

    We clean up and organize your existing QuickBooks Online account by correcting errors and ensuring your financial records are accurate and reliable.

    Once complete, you will be ready for ongoing monthly bookkeeping with confidence.

  • The Financial Foundation

    Starting from scratch or behind on your books?

    We set up your QuickBooks Online account and organize past financial activity to create a strong financial foundation for your business.

    Once complete, you will be ready to transition into ongoing monthly bookkeeping.

  • Monthly Bookkeeping

    Stop wondering if your books are accurate.

    We keep your QuickBooks Online account up to date through monthly transaction categorization, account reconciliations, and financial reporting.

    Includes 1:1 monthly Zoom calls to review your reports and discuss any questions you may have.

  • Payroll

    Whether you are paying yourself, your employees, or both, payroll shouldn't be a hassle.

    Through Gusto, we manage payroll for salaried business owners and employees, helping ensure accurate and timely paydays every time.

  • Receipt Management

    Say goodbye to shoeboxes and scattered receipts.

    We provide a simple system that allows you to send receipts by text, email, or upload them to our client portal and we will take care of the rest.

    We organize and manage your receipts for you, giving you a simple and stress-free way to keep your financial records complete and accurate.

  • 1099 Filing

    No more scrambling to figure out who needs a 1099 at year-end.

    We track contractor payments throughout the year and handle the preparation and filing process for you, so you are prepared long before the filing deadline arrives.

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Go from losing valuable time and dreading tax season to financial clarity and making informed business decisions.

 

Our Core Values

WHAT OTHERS ARE SAYING:

  • "I don't even know where to start. Tiara is not only an amazing human being but also an amazing bookkeeper. Her intelligence on bookkeeping is top notch. Whenever I have a question or need a document for any tax purposes, I know I can count on her to know what my needs are and quick to respond. I enjoy our monthly meetings as every time I see how Tiara keeps growing her business, just makes me more secure that my business bookkeeping is in good hands. So, if you're looking for a bookkeeper reach out, she's definitely what your business needs!”

    - Jonathan R.

  • "Plan to Purpose bookkeeping is the most thorough and detail orientated service I have used. I highly recommend their services."

    - Tiffany S.

I would love to show you how being intentional with your bookkeeping can transform your business.

Book a Free Discovery Call