
Want to manage your own bookkeeping, but wish you had an expert on your side? My personalized bookkeeping coaching gives you support, clarity, and the confidence you need without feeling lost or overwhelmed.
Why Choose Bookkeeping Coaching?
- Designed for solopreneurs, small businesses owners and nonprofits who are not ready to outsource or have an in-house team member who needs bookkeeping training.
- Practical, real-world advice tailored to your organization and questions. No canned responses or one-size-fits-all answers.
- Get the right answer, right when you need it, from a trusted accounting expert.
Choose Your Personalized Bookkeeping Coaching Experience
- 90-minute 1:1 recorded Zoom session, completely focused on your specific bookkeeping questions and challenges.
- Step-by-step answers while logged into your books with actionable steps you can take right away. No jargon, just practical help.
- You get a full recording of our time together for easy reference whenever you need it.
- Multiple session packages available. Please schedule a call so we can talk about the best option for you.


- Ongoing Bookkeeping Support: Messaging + Guidance
- Peace of mind as you do your own bookkeeping
- Ask questions anytime as you encounter challenges while doing your bookkeeping
- Direct access to an experienced accountant who specializes in small businesses and nonprofits
- Prompt, jargon-free answers so you can do your bookkeeping with confidence.
Who Can Benefit from a Bookkeeping Coach?
You are a solopreneur, nonprofit founder, or small business owner who:
- Wants to know the most important things you should be doing to keep your bookkeeping on track,
- Is done wasting hours watching generic video tutorials that don’t answer your questions
- Wants to look beyond the bottom line to find ways to maximize profits and minimize expenses
- Values staying organized and on track all year, not just scrambling at audit or tax time
- Is tired of tax season panic and surprise tax bills
✔️ With a bookkeeping coach, you gain ongoing support, accountability, and practical step-by-step help, so you stop ignoring your books and start putting your finances to work for your goals.
How Bookkeeping Coaching Works
- Book your 1:1 session or schedule a call to discuss other support options
- Bring your questions (anything goes!), reports, issues, etc to your 1:1 session
- Get expert guidance, live or via messaging, with all the advice tailored to your unique business or nonprofit.
- Receive the session recording from your 1:1 call and keep building your bookkeeping skills knowing you’re never alone.
Not sure which option is right for you? Let’s talk!

Solopreneurs, founders, and small business owners who want to do their own bookkeeping, but value having an experienced nonprofit accountant for guidance, troubleshooting, and peace of mind.
Anything you need! Common topics include QuickBooks or Xero setup, reconciling bank accounts, reading financial reports, grant accounting, sales tax, payroll basics, and workflow tips.
You are encouraged to write down the list of questions you want to cover during our meeting.
Start with a live Power Hour and a Half for a big jump-start, then use ongoing messaging support as questions arise during your bookkeeping journey.
AI still hallucinates. Accounting is a science and the nuances are many. Relying on AI is not a tax defense if it turns out your bookkeeping is horribly wrong and your tax return a hot mess.
AI can answer general questions and provide step-by-step instructions to enter transactions in specific software. However, those generally accepted accounting principles (GAAP) nuances will get you every time.