Client Stories

Working with Gutsy Money on our books cleanup was honestly a relief. Our QuickBooks was a mess of miscategorized transactions, unreconciled accounts, and years of activity that needed sorting out — and Jenna Lee and the team handled all of it with patience and zero judgment. They worked through every account methodically, fixed the categorization issues, reconciled everything, and handed us back books that actually reflect our business.

HIGHLY RECOMMEND! We're so exceptionally grateful for Jenna Lee, Julie & the entire machine that is Gutsy Money. Truthfully, I handed Julie a total mess. I was embarrassed I had let it get so bad, quite frankly. From onboarding beyond, I was met with empathy, assurance, and a clear path on what I was responsible for and what I could (finally) let go of. I now can't imagine my business (or my life!) without the GM team!!!

“Working with Terra for bookkeeping and our financial health has been exceptional. Her logic, patience, understanding and asking questions proved to be so thorough, valuable and really helpful. She is able to speak a language all of us can understand, with ease and joy about setting us up really well for the future. I recommend anyone to her expert counsel and impeccable service.”

“I've built this successful business, I constantly found myself being pulled away trying to troubleshoot the bookkeeping and the money side of it, usually ending in frustration and feeling like I had wasted time.

I had a lot of money going out and no clear organization of where it was going. I was handing a stack of receipts to my accountant and just hoping that he deducted them all in the way that needed to be deducted.

Gutsy Money helped me organize and categorize all of my books and really show me where the money is going.

I can now trust that I am accounting for everything and I am getting the maximum deductions that I need.

I feel that confidence and the peace of mind that it's organized and the money is where it's supposed to be.”

“We run a growing beverage company, and what started as a short-term solution with Gutsy Money quickly turned into a long-term relationship. Once we experienced how seamless their service is and how solid their team is, we knew we had to keep them on board as our full-time bookkeeping partner.”

Great bookkeeping firm for your accounting needs. They are very responsive and knowledgeable. The diagnostic is actually quite reasonable before jumping into monthly bookkeeping which I would highly recommend.

“Jenna Lee and the Gutsy Money team are phenomenal. Their expertise and support have allowed us to focus on growing our business without second-guessing whether our financial foundation is in good shape. We can’t recommend them highly enough.”

We went from dreading our CPA handoff to having clean, organized records we feel confident about. More than that, we now have a real foundation to build on going forward. Highly recommend Gutsy Money to any small business that needs their books straightened out by people who genuinely care about getting it right.

We love working with you guys. Thanks for being so on top of things and being so responsive.

Thank you again to you and your team for all of the support during tax season. I wound up saving $1000s in claiming business expenses that I wouldn't have known to claim otherwise. And Karen [tax preparer] was responsive and thoughtful and helpful in every way.

I just wanted to reach out and let you know how blown away I am already by your team. I have had more communication and attention to detail in the past month than I have had my whole other time with any of my other accountants. I’m so glad I found you!

Thank you so much! I know this is an insane time for all of you, and I appreciate your hard work in getting my taxes done!

“Thanks, Karen! I have you saved in my phone as “Karen Tax Queen.”

Fantastic service and very knowledgeable staff. They're dedicated to their work and are very responsive. Highly recommend them.

“Jenna Lee's bookkeeping services and strategic financial consulting made it possible for me to sell my business for 82x my initial investment. She guided me to rightsize my cost structure, eliminate wasteful spending, consolidate expensive software programs, and have the courage to invest in the most profitable arms of my business.”

“Gutsy Money helped me streamline my services and weed out unnecessary expenses that translated into better profits for my business. Jenna Lee's advice on trends and shortcuts directly led to time-saving procedures that allowed me more contact time with my customers.”

“Jenna Lee Dillon and Terra Rose Sorrell of Gutsy Money bring such comfort and confidence to women who want to better understand their money and build a more empowered relationship with it. There’s no shame with them—they truly get it. They’ve been in the trenches themselves, yet also stand as empowered businesswomen who model what’s possible. They’re true cheerleaders for their clients, and it’s obvious they genuinely love helping women entrepreneurs feel capable, confident, and in control of their financial future. If you’ve ever felt stuck, confused, or intimidated when it comes to money, this is the team you want in your corner.”

I’ve received coaching from Jenna Lee on bookkeeping and business finances, and she is phenomenal. This area has always intimidated me, both logistically and in my relationship with money. She answers my questions with clarity and kindness—and helps me understand what I didn’t even know to ask.

I’ve also attended her workshop at Founded in Foco and her talk was my favorite-she brings that same expertise and approachable energy to the room as in coaching. I walked away with more confidence and knowledge around how to manage my money and my books as an entrepreneur and business owner.

Highly recommend her to any business owner wanting to feel more confident with their finances!

If you’re a woman business owner who’s ever felt overwhelmed, embarrassed, or talked down to about your finances, Gutsy Money is the team you want. Jenna Lee and her team are incredibly knowledgable about finances as well as just overall business - they are my go-to for my next big idea!

What sets them apart is that they don’t just hand you clean books. They teach you how to read them and use them to make smarter moves. They’re responsive, thorough, and genuinely in your corner, with zero judgment.

As a fellow female founder, I can’t recommend them enough!