First off — you're not alone. Many small business owners and creatives reach out to a bookkeeper for the first time because they’re ready for more clarity, confidence, and peace of mind with their finances.

Here’s what to expect when you work with me:

✨ Clarity from Day One – We’ll start with a short discovery call to talk about your business and your current financial systems (or lack thereof — that’s okay!). I’ll ask a few simple questions to understand where things stand and what kind of support you need.

✨ No Judgment – Whether your books are perfectly maintained or untouched for a year, this is a no-shame zone. My job is to help you move forward, not to dwell on the past.

✨ A Simple, Supportive Process – Once we’ve agreed on services, I’ll guide you step-by-step through securely sharing access to your financial platforms (like QuickBooks or your bank feeds). If you’ve never done this before, don’t worry — I’ll walk you through it.

✨ Consistent Communication – You’ll never be left in the dark wondering what’s happening. I keep you updated with clear timelines, monthly recaps, and answers to your questions along the way.

✨ A Partner, Not Just a Service – I’m here to make sure you’re not just getting transactions categorized, but that you actually understand how your business is doing financially. Think of me as your calm, trusted teammate in the background.

Great question — and totally valid. I understand it can feel vulnerable to give someone access to your financials, especially if you’ve had a bad experience in the past or you’re still transitioning away from a previous bookkeeper.

Here’s why access is essential: To give you a fair and accurate quote, I need to see the current state of your books — how organized they are, whether transactions are up to date, and what kind of cleanup (if any) is needed. This is like a doctor reviewing your chart before making a diagnosis. It ensures that what I recommend is tailored to your specific situation and that we’re setting realistic expectations from the start.

That said, you’re always in control. I only request read-only access, which means I can review your records but cannot make any changes. And if you’re not ready to grant access, I’m happy to talk through next steps and timing — no pressure. My goal is to make sure you feel safe, informed, and supported.