Add a little calm to your financial journey

I help you clean up and manage your bookkeeping, so that you can focus on what matters most to you.

Running a business can best be characterized as “beautiful chaos”. You’re juggling leads, navigating projects, and keeping the lights on (literally!). This often results in finances and bookkeeping being pushed to the back burner.

I help you clean up and manage your bookkeeping, so that you can focus on what matters.

But what if you could ditch the spreadsheet stress and gain crystal-clear, reliable insights into your finances?

That’s where I come in. I’m not just a bookkeeper; I’m a Certified QBO ProAdvisor and bookkeeping professional who understands the unique challenges of small businesses. Rather than simply slapping a “code” on your daily transactions and calling it done, I give the care and attention to your QuickBooks file – and to you – that ensures accurate financials you can count on. I can help take the weight of bookkeeping off your shoulders, so that you can focus on what you do best.

That’s my mission.

Imagine the confidence that comes with trusting your numbers inside out. Making informed decisions, watching your business grow, and finally breathing easy about the financial side of things.

READY TO ADD A LITTLE balance TO YOUR FINANCIAL LIFE?

Schedule your free consultation today and let’s discuss how we can give you the time and freedom to succeed.

Schedule Now

My Process

I know numbers can quickly get overwhelming to those who excel in creativity and innovation. That’s why I make the process easy. Here’s how I operate (so there are no surprises).

Step 1

Let’s Chat

So, your books are singing the blues? Don’t worry, we’ve all been there – juggling accounts and reconciliations and begging the QuickBooks gods for mercy. Let’s chat and see if we can turn that financial frown upside down!

During our initial call, I’ll ditch the financial jargon so that we can get down to business. Grab your favorite mug (tea and hot cocoa welcome too!). Think of it as a financial wellness. We’ll talk about pain points, your bookkeeping “wish list,” and what you’d love to achieve with a bookkeeper by your side.

Step 2

Forming Our Game Plan

If we’re both feeling the right fit, I’ll create a personalized plan of action in the form of an engagement letter.

Don’t panic, “engagement letter” doesn’t mean we’re getting hitched . It’s just a fancy way of saying we’ll put everything in writing so that we’re both on the same page.

No hidden fees, no surprises — just transparency and trust…

Step 3

QuickBooks Online (QBO) Set-up or Clean-up

New to QBO? No worries, I’ve got you! We’ll get your books set up like a pro. If you’ve already been struggling with the program (or you just have a shoebox full of receipts), I’ll get you all set up and organized to provide the information you need to meet your goals.

Step 4

Monthly Maintenance

Ongoing maintenance is where the magic happens! I’ll manage your daily transactions, while you keep your focus on your business, keep your creativity flowing, and your stress level way down.

Think about it this way – that’s more time for you, less time thinking about the numbers.

Step 5

Year-End Wrap

Year-end tax season is a busy time for all of us, but particularly so for business owners. We will work together throughout the year to make sure your books are current, manage qualified vendors for 1099s, review financials for anything that raises an eyebrow, and be sure your books are ready to pass on to your tax preparer for year-end filing.

Boom—done and dusted!

Let’s get started on simplifying your life.

I accept new clients between March 1 and Oct. 30 each year, which gives us time to get your books sorted for tax season.

Give me a call now!

The sooner you get started, the faster your stress will melt away.

Schedule Now

“Timely, accurate, tech savvy and friendly”

As we all know, we hire a bookkeeper so we can focus on what we do best. It’s such a relief to have a bookkeeper like Jane, who I can count on to be timely, accurate, tech savvy, thorough and friendly. I’ve been working with Jane for almost five years and could not be more satisfied!
Rachel M.
Energy Psychology and Sound Healing

“Sensitive to her clients’ needs”

How often do you work with a person who has it all: superb bookkeeping skills with state-of-the-art technology, is communicative and thorough, is perceptive and sensitive to her clients’ needs, and is consistent and dependable? That’s Jane! Look no further. Hire her.
Shira M.
Coach, Educator, Author, Speaker, Therapist

“An absolute delight to work with”

Bookkeeping is not my forte. I appreciate working with Jane because she keeps me informed and my books up to date in a way that makes me feel like I am on top of my game so I can focus on my business and my clients. As I grow my business, she has helped me better systematize my bookkeeping and payment processes in ways that are easier and more efficient for me, my clients, and my CPA to access and navigate. Jane is an absolute delight to work with, a supportive team member, and always available to answer questions. I highly recommend Jane and her bookkeeping services.
Barb S.
Clinical Nutritionist with Functional Medicine Approach

“Efficient and professional… I trust Jane completely”

Jane has been my bookkeeper for several years and I feel very lucky to have found her. She is efficient, proficient and professional. Being self employed, I trust Jane completely with the details of my finances and I always have felt supported by her and know she has my back. Jane has the grit to follow through on anything that she commits to. If you have the opportunity to work with her, jump at it. She is worth her weight in gold.
Nikki C.
One with Nature

“Jane keeps me responsible each month”

Having Jane as a bookkeeper has made filing taxes at the end of the year very easy. Also, she keeps me responsible each month with questions about my transactions and she gives helpful advice when asked. I highly recommend her for small businesses like mine.
Dan C.
Petaluma Academy of Martial Arts

“Easy to work with, calm and accurate”

Jane is now doing the bookkeeping for 3 of my clients and is doing a superb job. She is very easy to work with, calm, responsive, and accurate–a great combination for someone dealing with something as sensitive as one’s finances. Having set up and cleaned up accounting systems in the early years of my business, I have a particular appreciation for Jane’s professionalism and attention to detail. I review my clients financial statements carefully and it is such a relief to be able to trust the accuracy of the data behind numbers. I’ve now been a financial mentor and business strategist for many years and know I can refer clients and colleagues to her with confidence. Thank you, Jane!
Linda
MBA, Business Coach, Financial Mentor

“Working with Jane is a pleasure”

Working with Jane is a pleasure. Her bookkeeping is detailed and accurate, and she is always kind and helpful. As a self-employed professional, it’s a big relief to be able to entrust my bookkeeping to Jane with no worries.
Megan R.
Psychotherapy and Meditation Trainer

“Life is much easier”

I have a rather straightforward business & do my own books, but I had never set up my books properly. Tax time was a time-consuming and manual process. Jane properly set me up on QuickBooks and taught me how and why what I’d been doing was causing more work than necessary, and she showed me the right way to do things. Now I have the security of knowing that all my information has been properly accounted for. Life is much easier!
Stacy F.
Corporate Trainer and Coach