Let us help with the work life balance.
Results You Can Trust
As a fellow small business owner, I understand the chaos of it all. Let me help you to get balance back in your life and give you peace of mind.
Our Services
Just the Books
Great for start-ups and small businesses with up to 50 transactions monthly and 1-2 financial accounts (bank, credit card, loan)
Account Reconciliation - Bank accounts, credit card accounts, loan accounts
Entry and categorization of expenses and income into QuickBooks Online
Monthly Financial Statements
QuickBooks accounting software subscription
A bit more of the Books
For a growing Business with up to 100 transactions a month and up to 5 financial accounts
Account Reconciliations - Bank accounts, credit card accounts, loan accounts
Entry and categorization of expenses and income into QuickBooks Online
Monthly Financial Statements
QuickBooks accounting software subscription
Additional accrual entries for expenses, as needed
Additional Services
Add on or One Time Services
QuickBooks Set -up/Migration
Set up and/or integration of Payroll . We use Gusto.
Quarterly Review of Financials
Clean-up or Catch-up of books
Set up of Sales tax
A/P and A/R as needed
Your Questions, Answered
Can you work with my current accounting software?
Probably, We prefer QuickBooks, but can migrate to most any cloud based software. During our initial consultation, we map your tech stack and recommend any optimizations needed for smooth data flow.
How do you bill for services?
We provide a detailed proposal based on scope after learning about your volume, reporting needs, and preferred cadence. Most clients receive a single monthly invoice for agreed-upon services.
Is my financial data secure?
Absolutely. We use encrypted connections, multi-factor authentication, and follow strict internal access controls. Your information is stored on SOC-compliant servers and never shared without permission.
Meet the team
Cathy Jacobsen
It’s just me, for now :)
That’s me circa the 80’s. So how’d I get to here? Great question, I’d love to tell you, got a couple hours? Right, we’ll save that story for another day. Here’s the basics.
My love for accounting started in high school. I took an intro class and fell in love. Took some more classes in college, but then life happened, like a lot!
I’ve opened, run, and sold few businesses, always handling the bookkeeping. I’m the weirdo who loves to dive into a spreadsheet and figure out why the numbers are balancing. So much that I went back to school at 40 something to finish my bachelors degree in Accounting.
After the last few years at a “real” job, I’ve decided to start out into my next adventure. Helping you make sense of the chaos of your business and take some of the load off your mind. I’ve been in your shoes, the office stuff is not your top priority. Let me handle it. I’ll keep you in the loop, always!
Lets get you the Balanced Life you wanted, when you started your business.
