SERVICES

TURN NUMBERS INTO MAGIC

Turn financial chaos into clarity and confidence.

Bookkeeping doesn’t have to feel impossible. We simplify your finances so you can see what’s really going on and make decisions that grow your business without the stress.

CONTACT

WE´LL TAKE CARE OF IT

Watch your business thrive—and finally take that well-deserved break.

The biggest hesitation we hear from entrepreneurs? “Can I really invest in outside help?” Most don’t realize that the real payoff comes from operating with greater speed, efficiency, and freedom—unlocking growth that was always within reach.

That’s why almost every client says the same thing: “I wish I had done this sooner.”

You deserve a pause, and your business deserves to flourish.

Passion is energy. Feel the power that comes from focusing on what excites you."

— Oprah Winfrey

Monthly Support Services

Accurate. Organized. Ready for growth.

Running a business already asks a lot of you—your bookkeeping shouldn’t be another energy drain. This monthly support gives you a partner who keeps everything updated, categorized, and reconciled, so you always know exactly where your money stands. Your financials stay current, your questions get answered, and you can make decisions with confidence instead of guesswork. You’ll have a dedicated bookkeeping partner who not only manages your numbers but also helps you understand them and guides you toward smarter financial decisions.

Real benefits you’ll feel:

More hours back for the work you actually want to be doing
No more tax-season dread or last-minute scrambling
Confidence that your books are accurate and up to date
A financial foundation that supports long-term growth

And if your books are behind? Totally normal. During onboarding, I get everything caught up and organized through a one-time setup fee so your monthly support starts on the right foot.

Organized Foundations

BOOKKEEPING THAT JUST MAKES SENSE

You’re building, serving, creating—and the financial side keeps feeling chaotic. This service gives you accurate, reliable bookkeeping every month so you can finally stop second-guessing and start making confident decisions. No spreadsheets, no digging through receipts, no overwhelm.

What’s Included:

Income and expense tracking (every dollar accounted for—no guessing)
Full QuickBooks maintenance
Monthly bank, credit card, and payment processor reconciliation (yep, I handle the messy stuff)
Profit & Loss and Balance Sheet reports delivered by the 15th
Tax-ready financials (no surprises, just smooth sailing)

Let’s Get You Organized

Growth & Guidance

BOOKKEEPING THAT SUPPORTS YOUR NEXT LEVEL.

As your business grows, your financial needs grow with it. Business Clarity is designed for the owner who wants more than tidy books—you want real insight. This service keeps every part of your bookkeeping organized and helps you understand what your numbers mean so you can lead with confidence.

Each month, your income and expenses stay accurately tracked, your accounts are fully reconciled, and you receive clear reporting that highlights patterns, opportunities, and next steps. It’s built for the business owner who wants guidance on paying themselves, planning for taxes, and keeping an eye on the bigger financial picture.

What’s Included:

Income and expense tracking with full categorization
Complete QuickBooks maintenance (so it actually works for you)
Monthly bank, credit card, and payment processor reconciliation (all accounts balanced, no stress)

Financial reports delivered by the 15th (clear insights into your income, expenses, and cash flow)
Accounts Receivable and Accounts Payable management (keep your incoming and outgoing money organized and on track)

CPA collaboration
Annual 1099 filing (checked off your list, no stress)
Unlimited email and messaging support (got questions? fire away)
Strategic partnership + deeper financial interpretation (I help you understand your numbers, not just file them)

Level Up My Books

Optional Add-Ons:

Monthly review call (talk it all through with me)
Personalized video recap (because seeing is believing)
Budget planning + forecasting (so your next moves are crystal clear)

Clarity & Cleanup Support

For when you need quick clarity, a reset, or focused help without a long-term commitment.

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Fresh Start Cleanup

Missed months? A messy year? Fresh Start Cleanup gets your books organized, reconciled, and CPA-ready—without shame or stress. You’ll finish with a clean financial picture and clear next steps.

Ready For My Fresh Start

QuickBooks Customization & Training

Your QuickBooks account, organized, automated, and customized for your business. Includes a hands-on training session and 14 days of follow-up support so you can confidently manage your finances from day one.

Set Up My QuickBooks

Deep Dive Audit

For messy or missing books, or if you’re switching bookkeepers, Deep Dive Audit uncovers the story behind your numbers. You’ll get a thorough review, actionable fixes, and a roadmap for what comes next.

Book a Deep Dive

System Check

A detailed review of your bookkeeping processes to ensure everything is working correctly and efficiently. System Check identifies gaps, inconsistencies, and areas for improvement, so you know exactly what’s working and what needs attention.

Get Your System Check

Who we work best with

Whether you’re DIY’ing your books or ready for extra guidance, we meet you where you’re at and add a little magic to your financial systems so everything clicks. If this feels like you, we’ll probably work well together:

You run a service-based business

From coaches and consultants to creative agencies, wellness providers, legal or HR pros—you offer services and expertise (not products), and you need support that understands that.

You’re a team of one or a few

Maybe it’s just you holding it all together, or you’ve got a small team behind you. Either way, you want financial systems that match your stage of business without adding unnecessary layers.

You’re managing things yourself—for now

Whether you’ve been tracking in spreadsheets or figuring out QuickBooks as you go, you want guidance that helps you DIY with confidence or steps in when you need extra support.

You value understanding

You value understanding over shortcuts. You want to know what’s happening with your money, why it matters, and how to make it work for your business—and yourself.

You’re building with intention

Whether stabilizing systems, planning for growth, or simply getting a better handle on your numbers, you care about making thoughtful, intentional choices.

You want a business that supports your life

This isn’t about chasing growth at all costs. It’s about creating something sustainable, profitable, and aligned with what matters most to you.

Your books, our magic

Step 1: Fill Out a Quick Form

Step 2: Virtual Tea Time

Step 3: Onboarding & Ongoing Support

Complete a simple inquiry form here, and we’ll reach out with a link to schedule your Virtual Tea Time—easy, no stress.

Grab your favorite cup and let’s chat about your business, your goals, and any areas that could use extra attention. This helps us create a plan tailored just for you—fun, relaxed, and full of clarity.

We’ll handle any catch-up or cleanup as part of a one-time setup fee. Once your books are tidy and ready, we’ll transition you into ongoing services—keeping your finances accurate, organized, and giving you the peace of mind you deserve.

Not a fan of video calls—or do you communicate differently? No problem at all!

You can connect in whichever way works best for you: a quick phone call, email or chat messages for written communication, recorded video or voice notes if that’s easier, or any other method that makes you comfortable.

Just click the button to get started, and we’ll make connecting simple, stress-free, and totally your style.

Drowning in financial task? We’ve got the magic touch.

Remember why you started your business? The excitement, the ideas, the freedom? Somewhere along the way, bookkeeping, invoices, and financial chaos started stealing your time—and your energy.

That’s where The Organized Desk comes in.

We handle the messy stuff—catching up your books, keeping everything organized, and giving you the insight to run your small business confidently.

Less stress. More clarity. More time for the parts of your business that light you up.

That’s our kind of magic.

We’ll lift the financial load off your shoulders so you can focus on growing your business, making decisions with confidence, and enjoying the journey—without the overwhelm.