Ready to offload your books? you can can focus on making more money..

..instead of screwing around with a spreadsheet or QuickBooks..

Then it’s time to hire Your Numbers BFF

It’s time for you to put the spreadsheet down and slowly step away from QuickBooks. You shouldn’t be wasting your time and effort on figuring out your bookkeeping system. That is below your pay grade and you want to be focusing back on serving your customers! Leave the dirty work up to me so I can be Your Numbers BFF and take care of the tedious side of business.

You are worried about the money side of your business..

..and feel anxious and out of your league trying to manage your business finances..

You aren’t sure where it’s all going or how much you have to spend so you check your bank account and hope for the best..

..but you know you should do something about instead of avoiding it until tax time.. you put it all together in a spreadsheet or worse try to figure out how to use QuickBooks because that’s what you are supposed to do.

You aren’t sure if you’re doing it right and what that means come tax time.. you close your eyes and hope for the best when you turn over your receipts to your tax preparer..

..and cross your fingers that you won’t get any questions about your bookkeeping..

..because honestly, you’d rather crawl in a corner and hide than handle your bookkeeping, especially during tax time.

You just want to have peace of mind about your money.. you can feel stable and confident about the numbers side of your business..

..and that your books are taken care of and you are making money in your business..

..because when you have more money in your business that means you are doing a good job..

..and you want your money working for you instead of draining from your bank account.

..and that’s where I come in as Your Numbers BFF.. help take over the side of business that, frankly, sucks for most people.. you can focus on supporting your customers and your clients..

..without having to worry about the books at the end of the day..

..because you need to act as the CEO in your business.

I’m so ready to offload it.. what’s next?

Discovery Call

We will get on a (free) 30-minute call to talk about your business needs. What do your books look like right now, what kind of data are you tracking, do you need additional help? We will talk about the support you need and see if working together is a good fit for both of us.


Once we decide to work together, we will have an OnBoarding Call to get your books and data setup for proper tracking. We will be sure that I have access to all the right systems so you know that everything is taken care of while you take care of serving your customers.

Meetings + Check-Ins

Each month you’ll receive a monthly report that reviews your current business finances. We will also meet every quarter to go over your business financial health and check in with your goals. I’ll guide you to make any adjustments and look at what is and isn’t working. You’ll also be able to check-in with me anytime with questions.

Your Numbers BFF Bookkeeping packages range from $400-$1,000 per month based on needs

For Your Numbers BFF bookkeeping clients, we require a 3-month commitment due to the nature of the services. Not sure if this is right for you, don’t worry – on our discovery call we’ll make sure you’ve got the right package that works for your business.

What’s Included with Your Numbers BFF?


Each month you will get these deliverables so you can review your business finances and know where your business stands

  • Financial Statements (Profit and Loss, Balance Sheet)
  • Business Budget Updates
  • Data Dashboard Reports (add-on)
  • Monthly Business Financial Report and Goal Review

Behind the Scenes

Throughout the month we will crunch the numbers so you can rest at ease knowing everything is up to date:

  • Monthly Bookkeeping in QuickBooks Online
  • Bank Reconciliations
  • Transaction Classifications
  • Payroll Management (add-on)
  • Data Management + Analysis


We will be sure that there is always a line of open communication so we are always on the same page.

  • Monthly email report with business financial overview
  • Voxer & Email access with one-business day response time
  • Quarterly 1:1 Business Financial Overview Meetings
  • Communication with your CPA for tax strategy and planning

Your Numbers BFF bookkeeping packages start at $400 per month

For Your Numbers BFF clients, we require a 3-month commitment due to the nature of the services. Not sure if this is right for you, don’t worry – on our discovery call we’ll make sure you’ve got the right package that works for your business.


If you are at a stage in your business where you are spending more time figuring out your bookkeeping or avoiding it until tax time, then it’s time you get someone on your team to take this over. You need to be spending more time making money than managing your books.

Looking for something more than just offloading your books? You can check out Your CFO BFF for our all-inclusive fractional CFO services that help you with more than bookkeeping and work towards bigger financial strategies and analysis.

Listen, there’s no shame in that game if you’ve got a family friend who helps you with your bookkeeping or taxes. But one of the key relationships you should have in your business is with your numbers person. Why? Because the numbers side of your business will unlock information in your business that will help you make decisions.

But if you don’t understand that information, are too afraid to ask questions, or feel embarrassed when you don’t understand what they explained, then you aren’t getting anywhere. Yes maybe it’s free (or super cheap) and that can get the job done, but ultimately, having clean books is only part of the story. And you want to do what is best for your business without having to do additional work to calculate all the numbers.

You bet we do! If there’s one thing I love it’s numbers and not just the ones inside of QuickBooks. I love being able to work with my clients to take a step back and look at the bigger picture and work towards a business strategy that fits their goals. And that goes beyond bookkeeping. We are talking about diving deeper into data analysis and financial planning so you can not just offload your books, but truly build a relationship with a trusted advisor as Your CFO BFF. If you are looking to take your business finances to the next level, then check out more here about our fractional CFO services or fill out this information form to book a call and see what services are the best fit for your business.

I’ve found that whether you need to set up your books from scratch or need a clean up, that after our initial 3-months will allow me to get everything in good shape, deliver your monthly reports, and then have a great 1:1 quarterly call to discuss your business health. That will also allow you to see how you are doing with your business goals and work towards the next set and continue services together to keep that momentum going.

Ready to get started?

Work With Me

Not sure what package would be the right fit for your business, but know you need help with your business finances and numbers. Click the button above to fill out an information form and book a free discovery call so we can chat more about your business, or you can click below to discover the services we offer.