Breathe a Deep Sigh of Relief
Monthly Bookkeeping that Keeps You Up-to-date, Accurate, & Profitable
You’re a kick-butt CEO who’s helping her clients make their dreams come true. On the surface, you’re killing it with your business, but you’re so behind when it comes to keeping up with the back-end money side of things, it’s getting completely out of hand.
You know that you have to keep up with your books, taxes, and reporting, but all that boring number crunching makes you want to vomit.
You feel guilty because you know you should be keeping your finances in order, but you don’t even want to deal with it. You want to take your business owner role seriously, but tracking the money stuff just sucks.
Finance is just not your zone of genius and you’ve got more energizing things to do with your time, like creating content, networking, and serving your clients.
Frantic, you rush to get everything caught up when tax time rolls around, and promise you won’t do this to yourself again next year—but then next year rolls around, and there you are again... procrastinating, staring at your QuickBooks login page with a sullen face, and putting it off until “later.”
Be the CEO, not the accountant
You’re ready to take control of your business. It’s time to be the leader and visionary, NOT the one playing with the numbers. You know exactly how your business is doing, but you’re not neck-deep in the numbers
You’re thrilled to have all the detailed, number-heavy, creativity-sucking work done. All you need to do is review the bookkeeping summary report; it’s quick and easy to understand with just 15 minutes of your time.
You’re stoked to put all your energy towards serving your clients, working solely on the tasks you love doing. And now that your books are taken care of you are growing your business, increasing your revenue, and making a bigger impact.
You’re relieved to get the opportunity to review your books every month with a pro bookkeeper who supports you and your business and is always there to answer your questions.
Four Eyes on your Finances
Four Eyes on your Finances is a monthly bookkeeping service where we’ll take your books from messy and un-done to polished, informative, and, most importantly — DONE!
I’m a bookkeeper who works with female CEOs who are ready to take business bookkeeping off their plates. I get their books done and analyze the numbers so they can run their business like a true owner.
As a result of Four Eyes on Your Finances, you will...
Be an informed CEO
Making sure all the backend money stuff gets done without diving deep into the details yourself.
Focus on your clients
Be able to start focusing on your clients, knowing that 100% of the bookkeeping is taken care of.
Live in the zone
It’s time to do more of what you love and make more money doing it by staying in your unique zone of genius.
Crush tax time
Roll into tax time fully prepared. No more rushing to slap financials together. That’s not how you operate your business anymore.
All the nerdy details (here's what you get...)
- 1Done-for-you finances
Every month, you’ll get your polished and easy to read financial statements so that you know exactly how your business is doing. - 2Financial dashboard
An easy to read visual representation of your biz financials so you can see your revenue climbing with fun graphs and charts. The dashboard comes with a monthly Four Eyes Review where I break down the big things happening in your financials in easy to digest and understand bullets. - 3Monthly calls
We’ll chat about all things finances. I make it super painless and easy to understand. You’ll get off the call knowing exactly how your business is doing and where your money is going - 4Quarterly financial goal setting and tracking
You’ve got someone holding you accountable and helping you celebrate your financial wins! - 5Bank and credit card recons
We make sure your bank statements match your financials so that no transactions go missing or get double-counted. - 6Receipt management
You get a receipt organization system built just for you. Whether you just want a place to store and organize your receipts or double-check that every transaction has a receipt, we customize this just for you and your business. - 7Answers to all your bookkeeping questions
Email me anytime about anything! Need to understand a bookkeeping concept? Wondering how much you’ve spent with a certain vendor? Want to tell me about the awesome taco you had for lunch? I’m here for it and ready to answer your questions or share my favorite guac recipe.
You can finally step into your role as CEO, knowing you’ve got the financials on lock-down.
Investment starts at $400 per month
Let’s Get Started
Are you interested in working with me? Excellent! Here’s how to get started
- 1Step 1:
Click the APPLY NOW button - 2Step 2:
Within a few days of filling out your application, you’ll receive an email from me regarding your application and if we’re a good fit, a link to schedule a no-obligation discovery call. - 3Step 3:
After your discovery call, we’ll get started customizing your bookkeeping solution just for you and your business.
Have questions? Email me here
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Client stories
Jacqueline Fisch - Copywriter and Coach
"Working with Megan to get my books in order is like a dream. She took my anxiety level about my bookkeeping from about a 12 to a 0. Seriously, she makes the process ridiculously easy and dare I say, FUN. She's approachable, wicked smart, and the only number nerd I want in my books!"
Courtnie Nichols - Trip Designer, Founder, and CEO of TravelBash
“Megan is great to work with — she’s knowledgeable, quick, and efficient. She knows what she’s doing and is constantly improving my bookkeeping process. I don’t have to do anything! Hiring her is the best thing I’ve done for my business.”
FAQs
I prefer to use Quickbooks Online or Xero but have worked with other online software options. I'm happy to learn a new software or get you switched over to one of my favorites.
I have no requirements for a revenue minimum. That said, I am much better able to analyze how your business is doing if you're bringing in at least a few thousand dollars each month.
Definitely not. I will have no access to your actual bank, no ability to touch your cash, and none of your passwords. You’ll connect everything to the online bookkeeping software, and I’ll only be able to see the transactions and account balance through the software.
I do not do payroll at this time. I am happy to coordinate with a payroll provider to make sure your payroll transactions are recorded properly.
Not quite ready for full time bookkeeping? Check out my Quarterly Review package!
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