Supported Bookkeeping

Our work for you will be:

  • Easy to Use

    One of our super powers is the ability to translate complex concepts into simple and understandable steps so you can be confident in the process.

  • Supported

    Each month, you will have several opportunities to check in with our team to ensure that you are on track with your finances, reporting and compliance. We’ve got you!

  • Up-To-Date

    We are continuously adding to our resource libraries to keep you up-to-date on business trends, requirements and ideas.

How you’ll feel

Grounded, calm and supported with more confidence to build and grow a business that brings you joy, abundance and inspiration.

What you’ll get

DELIVERABLES

  • Access to Video Library including clear, step-by-step guidance, covering categorizing expenses; bank reconciliation, etc.

  • Money Flow Tips in your in-box (tools + resources for navigating your business money flow)

  • Checklists + PDF Guides

  • Sales Tax Calculation Support (NM only)

  • (1) 60-minute quarterly 1:1 Zoom check-in

HUMAN SUPPORT

  • Voxer check-ins and support

  • Access to Biz Bookkeeping Lab

  • A confidential & supported space to ask all the questions

  • Latest updates on tax policy changes, access to funding, etc.

Supported Bookkeeping
$395.00
Every month
$1,995.00
Every 6 months

This option is great for the business DIY-ers who feel confident using guided support and who want to receive quick check-ins to keep their money flow positive! This is a monthly recurring fee with a 3-month minimum.

✓ Access to Video Library with step-by-step bookkeeping guides
✓ (1) 60-minute quarterly 1:1 Zoom check-in
✓ Sales Tax Calculation Support (NM only)
✓ Voxer check-ins and support (3/month) + more!

TELL ME MORE…

How do I get help with a super-specific question not found in the video library?

Every quarter, we schedule a 60-minute 1:1 session to cover anything that you need help with in your bookkeeping & finances. You also can drop into the monthly Biz Bookkeeping Lab (no charge but reservation required).

My finances are pretty messy, will you judge me for it?

Numbers are numbers and we leave the judgement out of it. Our Founder & CEO, Julianna, knows what it takes to be scrappy when business is tough. She creates a safe space to ask all the questions and gently guides to the best practices in bookkeeping & business finances so you can feel calm and supported.

My sales tax reports are due on a monthly basis, can I get support with that?

We’ve developed a step-by-step guide that can help you triple check your sales tax calculations (in NM, those can be tricky!) available in your resource library. You can also hop into Biz Bookkeeping Lab for quick guidance or check in on Voxer.

I need more ongoing support, how can I get that?

Your business may well be on an accelerated growth track. It may be time to check out DFY Finances or schedule a Discovery Call to find out how we can best support you!