Great question! I offer different solutions depending on where you are in your business journey:

Bookkeeping Services are for business owners who want me to handle their books:

• Full-service bookkeeping (I do everything)

• Bookkeeping with Support (hybrid DIY approach)

• One-time consultations for quick fixes

The Clarity Compass™ Method (claritycompassllc.com) is my signature mentorship program for entrepreneurs who want to master their own finances with weekly guidance. It's perfect if you want to understand your numbers deeply and build long-term financial confidence.

In other words, Bookkeeping services are "done for you," while Clarity Compass™ is "done with you."

You're definitely not alone! Most of my clients come to me 3-6 months behind.

Here's typically what we see:

• 3 months behind: 2-3 weeks to get current

• 6 months behind: 3-4 weeks to get current

• 1+ years behind: 4-6 weeks to get current

The timeline depends on your transaction volume and how organized your records are. During our initial consultation, I'll give you an exact timeline and breakdown of what's needed.

The good news? Once we get you caught up, my systems ensure you'll never fall this far behind again.

Absolutely! While I'm based in In the Greater Washington DC area and love working with local businesses, I serve clients virtually across the United States.

All of my services can be delivered remotely:

• QuickBooks Online works from anywhere

• We can meet via Zoom for consultations and training

• Document sharing is seamless through secure cloud platforms

• The Clarity Compass™ weekly sessions are conducted online

Whether you're in Maryland or Montana, you'll get the same level of personalized service and expertise.

¡Por supuesto! I provide full bilingual services in both English and Spanish. This includes:

• All consultations

• QuickBooks setup and explanations in Spanish

• Financial reports and explanations in Spanish

Financial clarity shouldn't have language barriers. I understand the unique challenges Spanish-speaking business owners face, and I'm here to support you in the language you're most comfortable with.

The 60-minute consultation is designed to set you up for complete success. Here's exactly what you get:

Before our session:

• Preparation checklist to maximize our time together

During our session:

• Complete assessment of your current financial situation

• QuickBooks Online setup or customization (company info, chart of accounts, bank connections)

• Personalized cleanup strategy with realistic timeline

• Training on transaction categorization and best practices

• Communication framework setup

Many clients tell me this single session transforms their entire relationship with their business finances.

I exclusively work with QuickBooks Online. As a certified QuickBooks ProAdvisor, I've specialized my expertise entirely around this platform to provide the highest level of service possible.

Here's why I only use QuickBooks Online:

• It integrates seamlessly with most business apps

• Provides the best reporting and insights for small businesses

• Makes tax preparation much easier

• Offers superior long-term scalability

• Allows me to provide deep, specialized support and training

If you're currently using a different platform, part of our initial consultation will include migrating you to QuickBooks Online.

This focused approach means you get an expert who knows every feature, shortcut, and best practice - not someone who's "pretty good" with multiple platforms.

This is exactly why I created the "Bookkeeping with Support" service! It's perfect for businesses earning under $200K who want professional guidance without the full-service investment.

Here's what you get:

• $127 initial setup consultation

• $47-$77 per month ongoing support

• Weekly group working sessions. with mini-trainings and Q&A sessions, and direct access to me for questions

• Digital checklists and templates

• Light community interaction with other business owners

It's like having a bookkeeping mentor in your back pocket. You maintain control of your books while getting expert guidance to stay organized and compliant.

The Clarity Compass™ Method isn't just about bookkeeping - it's about developing a mindful, confident relationship with your business finances.

What makes it unique:

• Live weekly mentorship (not just recorded videos)

• Proven 4-point system I used to build my own six-figure business

• Mindful approach that reduces financial stress and anxiety

• Community support with other heart-centered entrepreneurs

• Both practical skills AND inner confidence to make tough business decisions

Most courses teach you how to categorize transactions. I teach you how to use your financial data to make strategic business decisions with confidence and peace of mind.

Most clients start seeing clarity within the first 30 days, but here's the typical timeline:

Week 1-2: Relief and organization (no more financial overwhelm)

Month 1: Clear picture of current financial health

Month 2-3: Confident decision-making based on data

Month 3-6: Improved cash flow and profit optimization

6+ months: Strategic growth and long-term financial confidence

With the Clarity Compass™ Method, clients often report:

The key is consistent implementation. That's why both my services and the Clarity Compass™ Method include ongoing support to ensure you stay on track.

You're never left hanging! Here's how I ensure you always have support:

For White Glove Bookkeeping Services:

• Email support between sessions

• Quick phone calls for urgent questions

• Shared QuickBooks access so I can see exactly what you're looking at

• Response within 24 hours (usually much faster)

For Clarity Compass™ Method:

• Weekly live mentorship sessions for real-time questions

• Private community access for peer support

• Monthly accountability cycle ensures consistent check-ins

• Resource library with answers to common questions

My philosophy is simple: you should never feel stuck or alone in your financial journey. Support is always available when you need it.