Why spend time and money hiring an outside accountant...
When I can teach you how to manage your own books like a pro?
Hi, I'm Erika - and I'm not your average accountant.
See, I’m not a full-service bookkeeper, because I believe in offering you the resources you need to understand your finances and handle your business books like a pro. With me as your bookkeeping coach, you’ll go from confused to confident, learning not just how to assess the financial health of your business, but how to actually implement strategies that will set you up for even more success!
Why coaching? Great question.
I’ve always loved crunching numbers, so after earning my accounting degree, I worked for a public accounting firm, and then a few private companies—until my son was born in 2017. I loved being home with him, but I was still passionate about serving business owners. Now, I get to help more entrepreneurs than ever! I am a wife to a career-change medical student, a mama to two kiddos now, and a lover of any and all sweets. We currently live in beautiful Johnson City, TN – so when I’m not working, you’ll probably catch us hiking or going out for ice cream.
RELATE | IMPROVE | SUPPORT | EQUIP
These four values are the foundation of everything I do. All good businesses are built on and sustained by relationships, from clients to coaches! I value open communication and frequent questions, because I truly want to see your recordkeeping process improve so you can achieve greater financial success. I see myself as your bookkeeping BFF, the support role you’ve been looking for but couldn’t quite find until now. And most importantly, rather than taking over the bookkeeping reins for you, I equip you to become an expert yourself – which is what all of us entrepreneurs really love, right?!
EXACTLY! Sign me up!
Work With Me
QuickBooks Online Set Up* - $447
If you are brand new to using an accounting platform to track income & expenses, this is for you! I’ll set up your QuickBooksOnline file from scratch, including company information, users, custom invoices with your logo. I’ll also add in products & services with pricing, chart of accounts, and link bank accounts & credit cards. You’ll also get a one hour training video call, where I’ll teach you all about how to maintain your new system! (*You will be required to maintain the QuickBooks Online file once the training is complete.)
QuickBooks Online Audit - $197
Already have QuickBooks set up, but need a pair of expert eyes to review your work? I’m here to help. In your audit, I’ll do a full review, making sure your chart of accounts is complete, checking for proper account reconciliations, and looking to see if features of QBO are being used effectively – and more! Afterwards, you’ll receive a list of recommendations for changes and updates that’ll take your bookkeeping to the next level, and we’ll schedule a 30 minute training call to discuss what I’ve found.
Annual Membership - $149/month
An annual membership is the best way to take full advantage of what good bookkeeping can do for you! Each quarter, we’ll schedule a video call to discuss your QuickBooks questions, review financial reports together, & create financial strategies for your business. I’ll record every call for you to reference, and you’ll have access to me through Voxer and email support, along with lots of other “members only” perks. This service is perfect if you want to be your own bookkeeper but keep an expert on speed dial.
One-Time Consulting Call - $125 for 30 minutes/$250 for 60 minutes
This is the perfect service for addressing specific bookkeeping concerns. Is there a particular pain point in your business’s finances? Are you finding a gap where you’d like to apply more strategy? Need help building something out in QuickBooks? Trying to understand how to use QuickBooks for better budgets, revenue projections, or profit allocation? Book a consulting call – we’ll discuss the bookkeeping topic of your choice!
Want to get started? Schedule a call!
Book a Discovery Call!
Kind Words
Erika helped me to feel more confident in my finances and my numbers. Prior to her services, I felt completely overwhelmed. She has given me the tools to increase my profit by clarifying my finances. TOTAL game changer in my business. And, she’s the kindest human which is a total plus.
Annie R.
Going over numbers with Erika helped me get a better grip on having a CEO mindset. Instead of sticking my head in the ground month after month and making only emotion based decisions, I am now equipped to run my business like a business, not a hobby. I am so thankful for Erika’s kind nature and easy going personality! She is so wonderful and encouraging and never judges you for anything!
Makena D.
I am so thankful for the time that Erika took to explain QuickBooks to me… Erika showed me what I should be doing on a regular basis and the benefits to my biz when I know my numbers! If you are someone who is not wanting to hire a bookkeeper and is still at a point where they are doing their own books then you want to get a quick check in with Erika to make sure that you are 1. Doing it Right and 2. Learn some insider knowledge that you might not have known! I am so thankful that I took this opportunity and look forward to using her tools each month!
Ashleigh F.
Erika helped me to feel more confident in my finances and my numbers. Prior to her services, I felt completely overwhelmed. She has given me the tools to increase my profit by clarifying my finances. TOTAL game changer in my business. And, she’s the kindest human which is a total plus.
Annie R.
Going over numbers with Erika helped me get a better grip on having a CEO mindset. Instead of sticking my head in the ground month after month and making only emotion based decisions, I am now equipped to run my business like a business, not a hobby. I am so thankful for Erika’s kind nature and easy going personality! She is so wonderful and encouraging and never judges you for anything!
Makena D.
I am so thankful for the time that Erika took to explain QuickBooks to me… Erika showed me what I should be doing on a regular basis and the benefits to my biz when I know my numbers! If you are someone who is not wanting to hire a bookkeeper and is still at a point where they are doing their own books then you want to get a quick check in with Erika to make sure that you are 1. Doing it Right and 2. Learn some insider knowledge that you might not have known! I am so thankful that I took this opportunity and look forward to using her tools each month!
Ashleigh F.
The Membership
An annual membership is the one-stop-shop for becoming your own financial expert – and calling in reinforcements (that would be me!) whenever you need bookkeeping backup. As a member, you’ll receive:
-Quarterly coaching: a one-on-one personalized & confidential recorded zoom call every 3 months to review your financial reports and get trained on must-know topics
-Unlimited access to my QuickBooks “How To” video library and step-by-step written manuals
-A monthly bookkeeping + networking session with other female business owners to address questions as you work
-Accounting & tax deadline reminders
-A monthly bookkeeping checklist
-On-demand support from me through email and Voxer
Lock in a membership for just $149/month today and enjoy training topics such as Paying Yourself + Get Paid, Balancing Business Bank Accounts + Tracker, Creating a Personalized Business Budget, Income Projections + Calculator, and Reading Financial Reports for Better Decision Making.
Learn more about the membership!
Want to work together? It's as easy as 1, 2, 3.
First, fill out this quick evaluation form – if you answer 3 or higher on any of the questions, I can help! Let’s schedule a discovery call to discuss your needs in greater detail.
After our call, I’ll write a customized proposal based on your current needs and send it your way for review. Services can be adjusted as your needs change and your business grows!
When you accept your proposal, I’ll get to work on everything we’ve outlined! Our trainings and audits will give you the support you need to you handle your business’s finances like a pro.
FIND OUT IF WE'RE A GOOD FIT.
GET A CUSTOMIZED PROPOSAL.
BOOST YOUR BOOKKEEPING.
Book a Discovery Call!
