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We exist for you

A Few #s We’re Proud Of

16

Businesses founded by Gutsy Money team members (We're entrepreneurs too!)

100

Combined Years' Bookkeeping Experience

123,680

Increase of Clients' Profitability

Who We Are

Over 23 years in business, I’ve had countless closed-door conversations with founders and female business owners who all shared the same secret fear: that not having the right financial support was holding them back from the growth and confidence they deserved.

That’s why I co-founded and built Gutsy Money to be the ultimate money partner for women in business.

Together with a gutsy band of financial phenoms, Gutsy expertly manages our clients’ financial foundations. Thinking about partnering with us? Learn more about how we’ll handle the complexities with care and wisdom, so you can focus on what you do best — sharing your gifts with the world by growing your business.

Without further ado, I invite you to meet the brilliance behind the books…

Meet Our Team

Our expert bookkeepers, financial educators, and tax preparers have over 100 combined years of experience, offering speed and precision while serving you at the highest level.

CEO
Jenna Lee

Senior Bookkeeper

Julie

Julie joins us with over 16 years of bookkeeping experience and provides meticulous support for clients...

With more than 16 years of experience, Julie is known as the Cleanup Queen around Gutsy Money. She is highly proficient and efficient at giving new life to tired and messy books.

Julie is also a Senior Bookkeeping wiz and knows how to make numbers sit up straight and balance out through monthly ongoing bookkeeping support.  She is a Quickbooks Online Certified ProAdvisor and has expertise in a host of accounting, payroll, and bill pay softwares.

Senior Bookkeeper

Jessie

A QuickBooks Advanced Certified ProAdvisor with more than 18 years of full service bookkeeping and payroll services.

A QuickBooks Advanced Certified ProAdvisor with more than 18 years of full service bookkeeping and payroll services, Jessie specializes in small businesses and non-profits. She brings a can-do spirit, friendly personality, and unparalleled experience to Gutsy Money clients.

What we love most about Jessie is her exceptional accuracy, efficiency, and unwavering client dedication.

Jessie is also a proud parent and expert-level soccer mom.

Bookkeeper

Stacie

For more than 20 years, Stacie has helped business owners figure out their profitability through clean, organized bookkeeping and financial literacy education.

For more than 20 years, Stacie has helped business owners figure out their profitability through clean, organized bookkeeping. She enjoys analyzing data and empowering business owners. Her favorite endeavor is to teach clients how to decipher their financial statements and make better decisions with the information and systems she helped them set up.

Stacie is a Quickbooks Pro Advisor and certified in platforms like Gusto and Xero.

Based in California, Stacie enjoys anything outdoors with her husband, daughter, and dogs.  When not enjoying the great outdoors or crunching numbers, you can find Stacie reading, doing fiber arts, or making sourdough.

Operations Coordinator

Amanda

Accredited Tax Preparer

Karen

With more than 27 years of experience, Karen is known for her ability to simplify the tax process and maximize client returns...

With more than 27 years of experience, Karen is an Accredited Tax Preparer (ATP).

Karen is known for her ability to simplify the tax process and maximize client returns. In addition to being our trusted lead ATP, she’s a long-time business owner and realtor who empathizes with the nuance of business ownership and enjoys helping clients achieve their financial and homeownership goals.

Karen’s commitment extends to her community, where she serves on the Chamber of Commerce Board of Directors, contributing to future development. She is the proud mother of two wonderful girls.

How to Get Started

1

Book a Free Discovery Call

Let’s have a conversation and chat about where your business finances are and where you want them to be during a free discovery call. (Remember, you’re flying in a zero-judgment zone here.)
2

Check Your Email

Once you've booked your call, we will send you a message with a few questions to prepare.
3

Write Down Your Questions

Prepare for our call by getting answers to our questions and also compiling any questions you have regarding your business finances.

Why Gutsy Money is Different

Your Data Security is Our #1 Priority 

Your financial data is the heart of your business.

We understand that as a woman-owned business, you’ve poured your heart and soul into building your dream. Protecting that dream is our top priority.

That’s why we’ve invested in the highest levels of security, including a SOC 2 certified client portal—the Gold Standard in data protection. This means your sensitive information is shielded by the Internet’s most advanced security measures.

For communications outside our secure portal, your data is safeguarded by Google Workspace’s enterprise-grade security features like advanced encryption, two-factor authentication, and continuous threat monitoring. Workspace also boasts built-in data loss prevention (DLP) to prevent sensitive information from leaving our secure environment, and their robust spam filtering keeps malicious emails at bay.

With Gutsy Money, you can focus on what you do best—running your incredible business—knowing your finances, passwords, and documents are safe and secure.

01

We Take “Being Qualified” Seriously

At Gutsy Money, we don’t test out our knowledge with your finances. We know you’ve worked hard to build your empire, and the last thing you need is someone experimenting with your books.

That’s why qualifications aren’t just a nice-to-have for our team – they’re the bedrock of our expertise. We’re not just number crunchers; we’re highly trained bookkeeping professionals who understand the intricacies of your business, so you can focus on what you do best: leading the way.

02

We’re Entrepreneurs First & Expert Bookkeepers Second

We’re builders, just like you. At Gutsy Money, we’re entrepreneurs first and expert bookkeepers second.

This means we understand the challenges you face, the risks you take, and the triumphs you celebrate.

We don’t just see numbers; we see the story of your business. This unique perspective allows us to provide more than just accurate bookkeeping – we offer strategic insights and financial reporting that fuels your growth.

Because we’ve walked in your shoes, we can help you navigate the financial landscape with confidence and achieve your boldest ambitions.

03

Our Services:

1

Accounting System Setup

New to business? Let’s get you set up for success! We’ll configure your entire accounting system the right way—from the chart of accounts to sales tax, from vendor payments to owner draws and more.
2

Past Books Cleanup & Catchup

Whether your books are miscategorized, ignored, convoluted, or just plain messy, we’ll straighten everything out. Let us bring you into compliance, maximize write-offs, and give you peace of mind.
3

Monthly or Quarterly Bookkeeping

Payroll, contractor management, bill pay, A/R, A/P, transaction management, reconciliation & more. We will handle all of your bookkeeping needs, so you’re free to focus on your business.
4

Tax Prep & Filing

A great business tax preparer who can maximize your tax efficiency & make sure you don’t overpay is kind of like a unicorn—rare and beautiful. Let our unicorn prepare and file your business & personal Federal and State taxes returns.
5

Bookkeeping Health Checkup

Want to know if your books are on track? Get a Health Check, including a consultation, review, and detailed report from our head bookkeeper. Learn what you’re doing great, where you could improve, and the next best steps for you to take.
6

Bookkeeper in Your Back Pocket

Buy any other service and unlock discounted rates on bookkeeping support for the life of your business. With Bookkeeper in Your Back Pocket, you have a bookkeeping coach/consultant whenever you need her. Say goodbye to bookkeeping uncertainty and doubt forever! For current Gutsy Money clients only.
7

Bookkeeper in Your Back Pocket

Buy any other service and unlock discounted rates on bookkeeping support for the life of your business. With Bookkeeper in Your Back Pocket, you have a bookkeeping coach/consultant whenever you need her. Say goodbye to bookkeeping uncertainty and doubt forever! For current Gutsy Money clients only.

Still Have Questions?

Check Out Our Bookkeeping FAQs