Many bookkeeping companies simply record transactions and make sure the books are in compliance. In essence, they check the box and move on.

While pristine books are a great starting point (and we offer a free consultation to kick things off), that’s just the beginning of being your partner in money matters. Our small business bookkeeping services go well beyond just checking a box.

We will hand you flawless books, but if you don’t understand what you’re looking at…then what’s really the point?

Gutsy Money is here to help women in business forge unshakable financial foundations. This means we teach you how to understand your financial data, so you can confidently make smart, strategic moves to grow your business and your wealth. We also support you in optimizing your money mindset.

You bet we can! In fact, the more lost or disorganized your finances, the more pleasure we take in creating a clean accounting structure

We can take you from a shoebox of receipts to a flawless chart of accounts (in bookkeeping this means “all your stuff in one place exactly where you want it”).

Once we get your books set up or cleaned up, we can teach you how to carry on without us (DIY) or we can continue to manage them for you with our White Glove Monthly Bookkeeping.

Starting Blocks: Books Cleanup or Setup

Most clients start with a Gutsy Money Past Books Cleanup or an Accounting System Setup.

Accounting System Setup is for new or early stage businesses that aren’t yet using accounting software; either new businesses or those who have been using paper accounting or just a business bank account.

A Past Books Cleanup is for clients who have an accounting system that has either been neglected or wasn’t organized right from the beginning. We’ll correct mistakes, bring it current, and set up workflows for a clean, compliant, accurate system moving forward!

Ongoing Bookkeeping Services

Once you’re the proud owner of flawless books thanks to our setup or cleanup services, we’ll continue to keep the burden of bookkeeping off your shoulders with our White Glove bookkeeping services or we can either teach you how to maintain them yourself with our customized, live Quickbooks Training for DIYers.

Monthly Bookkeeping

Our comprehensive ‘White Glove’ Monthly Bookkeeping is handled entirely for you for maximum accuracy, compliance, tax-efficiency, and optimization. Our Money Partner value-add? Monthly 30-minute consult with your bookkeeper to review reports, answer questions, and plan for upcoming developments.

Quarterly Bookkeeping

A flexible bookkeeping option designed for businesses with lower transaction volume and owners who want clean, accurate financials without monthly oversight. Includes a 60-minute consult with your senior bookkeeper to review reports, answer questions, and plan for upcoming developments.

DIY Books Support

For business owners who want to brave the wilds of handling their own bookkeeping, we can support you in the following ways:

Live Quickbooks & Accounting System Training

While we can’t turn you into a full-fledged bookkeeper (that takes years), we will teach you to confidently use and understand the day-to-day basics of your accounting system.

Quarterly Books Review + Consult

Quarterly Books Review gives you a caring expert to check your accounting system quarterly. We over your work and making corrections and suggestions to give you solutions that keep issues from snowballing, teach you best bookkeeping practices, and ultimately, enhance your greater financial understanding and confidence.

Bookkeeper in Your Back Pocket

Ad-hoc support when you need it most. If the quarterly books review is more than you need, Bookkeeper in Your Back Pocket is a retainer service that gives you access to a senior bookkeeper who knows your books. Ask questions and get support over email, chat, or live on Google meet.*
*This service is only for prior Gutsy Money clients.

Financial & Business Optimization Coaching

In addition to being the bearer of brilliant business books (say that 5 times fast!), our true passion is business optimization and financial coaching. It’s one thing to organize your finances, but we are all about teaching our clients how to interpret their financial statements and use them to make informed business decisions, scale their growth sustainably, make and keep more money than ever, optimize tax efficiency, and generally kick business butt.

Additional Small Business Services

Business and Personal Tax Preparation

Our Accredited Tax Preparer has 25 years of experience with small and medium business taxes of all entity types and countless industries. We will prepare and file your Federal returns and State returns for your business (s-corp, multi-member LLC, c-corp) and personal (including Schedules for your sole proprietorship, LLC, or rental).

*This crew isn’t ride or die. We’re ride and thrive, baby!

Bookkeeper vs. accountant, tax preparer vs. CPA vs. TurboTax, in-house bookkeeper vs. outside bookkeeping firm…which professional can best help you? You’re smart to want to enroll the right amount of help instead of overpaying for services and expertise you don’t need. That’s why we wrote this article detailing the differences between each.