Written by by Emily Wise, owner of Emily Wise Bookkeeping
Running a small business is no small feat. Between serving clients, marketing your services, and keeping up with daily operations—not to mention family responsibilities—bookkeeping often falls to the bottom of the to-do list. If you’ve been avoiding your books or feeling overwhelmed by your finances, you’re not alone—and that’s exactly where I come in.
Discovery Call
The first step in working together is a discovery call. This allows us to go over your current bookkeeping situation (no judgment if it’s non-existent or messy), your business goals, and how I can best support you. No matter the state of your books, I meet you where you are. If you’re behind, no worries! I offer clean-up services to get your finances caught up and ready for monthly bookkeeping. My goal is to take the stress off your plate so you can focus on running your business with confidence.
Onboarding & Setup
During onboarding, we’ll establish read-only access to your accounts (banks, credit cards, PayPal, etc.) to ensure a seamless and secure bookkeeping process. I’ll also set up or review your accounting software, ensuring everything is properly organized to align with your business needs. This allows us to efficiently track key financial categories and generate clear, insightful reports that empower you to make informed decisions with confidence.
Catch-Up Bookkeeping
If your books haven’t been updated in months (or even years), don’t worry—I’ve got you covered! Catch-up bookkeeping ensures that all past transactions are properly recorded and categorized, so your financial reports are accurate and up to date. I work efficiently to bring everything current, so you can move forward with confidence and a fresh financial foundation.
What Monthly Bookkeeping Looks Like
Once your books are up to date, I handle the heavy lifting each month. Here’s what you can expect:
Transaction Categorization – After the month ends, I pull your reports and categorize your business transactions so you always know where your money is going.
Account Reconciliation – I ensure your accounts are accurate and balanced, catching any discrepancies before they become issues.
Financial Reports & Recaps – You’ll receive one email with any questions I have about your transactions. Once answered, I will send over a report highlighting key financial insights. Once your bookkeeping is set up and any clean-up is complete, you will receive your financials by the 15th of the month, if not sooner.
1:1 Support – Have questions? I’m here for you! I provide direct Voxer support, so you have a bookkeeping expert in your back pocket whenever you need one. I’m also happy to hop on a call if needed.
First-Month Walkthrough – For the first month, we will have a meeting to walk through your reports together and ensure you feel confident in your financials.
Why It Matters
Knowing where your money is coming from and where it’s going each month is key to making smart business decisions. When your books are in order, you gain clarity, confidence, and peace of mind. With a trusted bookkeeper managing your finances, you can focus on what you do best: growing your business, serving your clients, and embracing the freedom of entrepreneurship. Most importantly, you’ll have more time for what truly matters—whether that’s your family, your passions, or scaling your business.
If you’re ready for stress-free bookkeeping and financial clarity, let’s chat! I’d love to help you take control of your business finances so you can move forward with confidence.
Emily Wise, owner of Emily Wise Bookkeeping
