From Skeptical to Six Figures: What 18 Months of Strategic Bookkeeping Can Do

“Convince me why I should pay you to do my bookkeeping.”

That’s what a business owner said to me during a consultation call about a year and a half ago.

She’d been handling the books herself for a while and wasn’t sure outsourcing was really worth the cost. She was doing “okay.” She wasn’t behind. But she was busy and playing around with outsourcing tasks to free up her time. 

In the end, she agreed to give it a try—for three months.

Fast forward 18 months, and not only are we still working together…

She just hit her first-ever six-figure revenue month.

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Here’s what changed in those 18 months:

✔️ We cleaned up and organized her bookkeeping.

She’d been doing her best, but this wasn’t her area of expertise. So, we cleaned everything up and made sure her financial reports actually meant something.

✔️ We found her a tax pro who supports her.

Her old CPA wasn’t a great fit—poor communication, no proactive advice, and she didn’t feel supported. Sometimes its takes a few tries to find the right fit, so we helped her switch to someone more responsive and aware of her goals.

✔️ We implemented better software.

Better integrations and client experiences. With the right tools, she now saves time and money each month.

✔️ We set up Profit First—tailored to her business.

This wasn’t a copy-paste implementation. We created a version of Profit First that fit the way her business operates and supports her personal goals.

The result?

Peace of mind. Clear data. Better decisions. And the confidence to go after bigger goals.

Oh, and did I mention that six-figure month? 

This is what strategic, supportive bookkeeping can do.

It’s not just about categorizing transactions or reconciling bank accounts.

It’s about helping you understand what your numbers are telling you—and using that insight to grow something sustainable.

I love watching my clients succeed. And if you’re ready for this kind of support, I’d love to support you too.

Let’s talk.

Fill out our inquiry form or book a consultation, and let’s see what we can build together.