When you work with
The Modern Books,
we are another set of eyes so that you don't have to remember to do all the tasks after a long week.

We take responsibility for your transactions by organizing the details of your business, so that you can actually feel in control of your finances and make strategic money moves that align with your goals.

relieve stress & get more time back

Feel Confident in the
Health of Your Business

Your most dreaded to do-
done for you

How much better would
your business be if you could actually know how you are doing, instead of just running day to day doing your absolute best but not really sure if you're making any progress or getting any traction?

That's where we come in. We provide the data you need through consistent, accurate, and timely financial reports that are delivered to your inbox every month.
With our virtual & remote services,
you will have your information whenever you need it and wherever you are: it's all available in real time, right at your fingertips.

real talk.
the elephant in every business owner's room.

Have confidence in your numbers, knowing that they're complete, correct, and ready for tax time.

Make financial decisions easily because you know exactly what's coming in and going out.

Bring home the amount of money you need to live the life you want and never have to wonder if there will be enough.

Experience peace of mind knowing your business and financials are taken care of.

What if there was a way you could...

I am a business owner that gets business. You have products and services that are going to do really well. And when there are holes in your business, you need accurate data on how to fill these holes.

We're here to help you do that.

As I empower you to understand your business' financial health, I promise to make you feel seen, heard and understood. You deserve to be supported with where you are at.

And if you've fallen behind at all,
no worries! There is no mess too big for us. It's a load you weren't meant to carry, but happens to be a passion of mine. #winning

Judgement free zone 24/7

Pump your brakes! It's time to normalize conversations about money.

Below is an overview of how we take care of our clients...

Properly and accurately set up and customize your accounting system in QuickBooks to work well with your way of doing business. This is also how you qualify for more tax deductions!

Deliver timely financial reports that are simplified to your exact needs & that you can actually understand.

A personalized video overview is sent right to your inbox each month that highlights where you are doing well and where you need to improve.

Historical Cleanup will get your books cleaned up, caught up, and ready for filing.

Forecast & budget planning that gives you a clear picture of your common trends month to month.

Provide Cash flow analysis & monitoring so you can pay yourself more.

A concrete 60 min training on how to read your financial statements.

Collaboration with your CPA & Tax Preparer for year end reporting.

Bookkeeping & Consulting for
Small Businesses

introducing:

* We offer value based pricing and a variety of plans to fit your business and budget.

* Price varies depending on months behind/support needed

Starting at $800/month

Investment:

+ Categorization of all transactions in QuickBooks
+ Matching receipts to transactions
+ Reconciling business accounts
+ Complete a full review of financial reports
+ Send monthly financial reports/financial snapshot
+ Personalized video overview
+ 1:1 access for questions & support
+ Coordination with CPA
+ Ability to book review calls as needed - during these calls we can go over your reports, answer any questions you have and see where improvements or adjustments can be made to improve or increase your profits.

what's included

Monthly Bookkeeping:

Add-ons:

Clean Up | Catch Up:

+ Invoicing (Accounts Receivable)
+ Bill Payments (Accounts Payable)
+ Assisted Payroll
+ New QuickBooks Online Set Up
+ Cash flow Management
+ Budgeting or Financial forecast

+ Review & assessment of current books or set up of new QuickBooks Online account
+ Input & categorizing all business sales & expense transactions for catch up period
+ Matching receipts to transactions
+ Monthly reconciliations of all business accounts
+ Full review of catch up period
+ 1:1 Review call to go over financial reports, answer any questions you have, and decide what the next best steps are for you and your business.

I'm ready to go!

actual systems in place that are easy & simple to understand and that get your numbers working like they need to be.

To...

dull, boring spreadsheets where everything gets really confusing fast

Go from...

customized bookkeeping will help you track trends with your numbers and make better decisions faster.

I believe that...

being just a data entry bookkeeper that emails over reports you don't understand.

I'm not about...

providing an immediate upgrade in your understanding of where your business stands and what you need to do to help it grow.

I'm all about...

What Makes This Different From Everything You've Tried Before

let's get started

let's get your books up-to-date!

After you accept the proposal, we will start the onboarding process of agreed upon services.

Sign Contract + Onboard

Dig and unearth all of your pain points. We will create a customized plan of the exact solutions needed to meet your goals.

Collab Consultation

Please complete this form to start a chat.

Client Interest Form

On this free 20-minute call, we'll get to know each other, talk about the level of support you need, and decide if we're mutually a good fit.

Discovery Call

How things go from here...

Working together