Everybody Needs a Bookkeeper

Everybody Needs a Bookkeeper Modern bookkeeper helping service-based solopreneurs understand their numbers and increase profits.

Are your finances feeling messy, confusing, or just plain overwhelming?Say hello to your new favorite resource: The Ulti...
05/15/2025

Are your finances feeling messy, confusing, or just plain overwhelming?
Say hello to your new favorite resource: The Ultimate Accounting Cheat Sheet

Understand your numbers
Know what to track (and why!)
Prep for tax season with confidence
Set your practice up for profit

Whether you’re DIYing your books or working with a pro, this cheat sheet is your first step toward financial clarity.

DM “SEND IT” to grab a copy!

📆 June 15th (a.k.a the due date for your second quarter estimated taxes) is ALREADY here! Not sure exactly how much you ...
06/13/2024

📆 June 15th (a.k.a the due date for your second quarter estimated taxes) is ALREADY here!

Not sure exactly how much you need to pay? Here’s a quick breakdown of the who, when, and how much of estimated taxes.

Want some help figuring out EXACTLY how much you need to pay to avoid penalties? I can help! 📲

I love Relay for business banking, here’s why:It’s Free - ✋🏻 frugal girl here, saving $$$ may just be my love language…W...
05/03/2024

I love Relay for business banking, here’s why:

It’s Free - ✋🏻 frugal girl here, saving $$$ may just be my love language…
With Relay you can open up to 20, yes twenty! accounts for FREE with no hidden fees.

Their Customer Service is top notch. If you decide Relay is a good fit, our account manager will hop on a call and guide you through the process of opening your accounts and setting up your automatic transfers for savings allocations.

For those implementing Profit First, Relay’s automations are a game changer.

Software Integration - Relay connects seamlessly with Xero and Quickbooks and allows for easy access by your accountant or bookkeeper. 😊

One of my favorite parts about supporting my clients businesses with bookkeeping is the relationships that are built alo...
02/02/2024

One of my favorite parts about supporting my clients businesses with bookkeeping is the relationships that are built along the way. 🤍

I truly enjoy being in your corner to support what you’re pouring your heart into.

The books create the framework that is the story of your business. When they’re healthy so is your business.

✨If you’ve considered working with a bookkeeper but aren’t sure you’re ready, or if you don’t know if you need bookkeeping support, or maybe you’ve been doing your own books and you don’t know if you’re ready to file taxes, I would love to chat over a no-pressure call.

Send me a DM or click the 🔗 in my bio to connect.

Choosing the right bookkeeping software can feel like going on 50 first dates...✨ This one doesn't *look* like its photo...
09/15/2023

Choosing the right bookkeeping software can feel like going on 50 first dates...

✨ This one doesn't *look* like its photos online
✨ This one has fewer features than I expected
✨ I have to pay waaay more than I thought to do what I actually need

🤯 Save the headache of dating around and find your perfect fit using my Bookkeeping Software Showdown guide!

Click the link in my bio or message me for your free copy. 📲

Estimated taxes for Q3 are due on Friday.Here's how to file:Add up your sales and expenses for the reporting quarter.Fin...
09/13/2023

Estimated taxes for Q3 are due on Friday.

Here's how to file:

Add up your sales and expenses for the reporting quarter.

Find your profit, revenue/expenses = profit/quarter.

Multiply your profit by your tax rate. (Your tax preparer can help with this.)

Make your payment at irs.gov/payments

Check one more thing off your "to do" list. 🤗

These cows are telling me they're hungry. Not sure what the numbers in your business are telling you. I would love to help you understand them. Send me a DM, I'm here to help!

I want to preface this post by saying that this is NOT meant to discourage you from hiring a new coach! 🙅My goal is for ...
08/25/2023

I want to preface this post by saying that this is NOT meant to discourage you from hiring a new coach! 🙅

My goal is for you to be able to confidently make big decisions for your business - and investing in a new coach or course is one of those decisions! 💸

Ask yourself the questions on the next slide to help determine whether you're ready for a sales coach. If you know your sales, know how long it'll take to see a return on your investment, and have the time to invest in this new program - it sounds like your new coach makes sense!

If you’re not clear on any of these questions or your not sure what your monthly “break even” point is in your business it might be time to work with a bookkeeper. I can help bring clarity to your numbers and help you prepare to make good financial decisions that will allow you to have confidence around your business finances so you can plan for growth. 🌱

I would love to chat over coffee about how I can help you be prepared financially to reach your goals in your business.

Click the link in bio to get started.


Is this you?! 👀If you're ready to quit carrying the mental load of worrying about your bookkeeping month after month, we...
08/24/2023

Is this you?! 👀

If you're ready to quit carrying the mental load of worrying about your bookkeeping month after month, we need to talk!

I've never met a business owner who didn't have WAY too many things on their plate, and I rarely meet a business owner who loves doing their own bookkeeping.

🔗 If you're ready to buy back your time, click the link in my bio to find out how I can help you with your bookkeeping!

Use outside help, freelancers, or contractors in your business? When 1099 season rolls around next year, you're going to...
08/17/2023

Use outside help, freelancers, or contractors in your business?

When 1099 season rolls around next year, you're going to *wish* you had taken this advice! 📆

Ask your contractors NOW for their W-9s to ensure you have all the information you need to file their 1099 in January.

Want to make your accountant even happier? Get those W-9s BEFORE you hire your contractors and if not then, have them fill out a W-9 BEFORE you issue them a check.

If you’re a small business owner, chances are that at some point you will find yourself needing to hire outside help in ...
08/16/2023

If you’re a small business owner, chances are that at some point you will find yourself needing to hire outside help in the form of contractors or vendors. The IRS has some clear guidelines about how to do that.

Here’s what you need to know about IRS form 1099 as a small business owner.

IRS form 1099 is an information return filed by small businesses who have paid at least $600 in a calendar year to an individual or independent contractor who helps perform a service in your business and is not on your regular payroll or a W2 employee.

Some examples of compensation that falls under the guidelines of 1099 income are compensation paid as: fees, commissions, prizes, and awards.

Think you may be getting close to the threshold for an independent contractor in your business? It might be time to dig into what you’ve been paying them and have them fill out a W9 form for your records.

Having a bookkeeper keeping an eye on your numbers can help you be prepared to gather the information you will need to correctly report 1099 income at tax time.

It always helps to have an extra set of eyes on your business’ books.

Ready to get bookkeeping off your “to do” list? I can help. Fill out the information form on my website to get started.

Financial statements aren't just *nice* to have, they're necessary if you want to own a successful business.You NEED fin...
08/07/2023

Financial statements aren't just *nice* to have, they're necessary if you want to own a successful business.

You NEED financial statements for:

💸 Tax Purposes! Tracking your expenses helps make sure you're getting all the deductions you're qualified for.

🏦 Borrowing Money! Your lender will ask for your financials to analyze your ability to repay your loan.

📈 Increasing Profits! You can't grow what you don't know - financial statements can help highlight your areas of opportunity.

Want the ability to run reliable monthly reporting? I can help!

Let's work together to get your financial reports in order. 📚

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College Station, TX

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