Books Support (Lite)
For DIY Business Owners who want bookkeeping help without hiring a full-time bookkeeper.
Not all small business owners want (or need) someone else to do their books.
You stay in control while we help you figure out how to categorize things, how to stay on track and how to stop staring at your reports like they're written in raccoon latin.
Great fit if:
You want to keep doing your own books
You'd like occasional help & guidance
You'd like a second set of eyes before things get messy or done incorrectly
You understand the basics but would like to ask questions when things get wonky
Not a fit if:
You want someone else to do your bookkeeping
Your books are already running wildly feral
You need immediate/live support
You want tax filing included
You need cleanup, reconciliation, payroll, sales tax or 1099 filing done for you
What's included:
Email support for bookkeeping questions
Help understanding categories, reports & bookkeeping workflows or programs
1-2 business day response time*
Monthly sanity checks to keep things on track
No-nonsense answers from a real human - specific to your business & industry
*Support messages are reviewed once daily during normal business hours. This is not live chat or emergency books triage.
Need a little more help for an extra-spicy issue? You can schedule an optional 30-minute support call as an add-on if you want to walk through a question, setting up a workflow or reviewing your Chart of Accounts.
Not included:
Done-for-you bookkeeping, account reconciliations, catch-up or cleanup work
Payroll or sales tax setup/services/filing
Tax return preparation or filing
Same-day emergency support
Unlimited back-and-forth all day
FAQs
Not exactly. Books Support Lite is support for business owners who are doing their own books but want someone in their corner when they get stuck.
You still do the actual bookkeeping. I help you figure out what to do, how to think through the issue, and whether something looks off before it turns into a tiny financial dumpster fire.
You can ask things like:
“What category should this expense go in?”
“Why doesn’t my bank balance match?”
“Does this report look weird?”
“How should I record this payment?”
“What does this bookkeeping error mean?”
“Am I doing this right?”
Basically: if you’re staring at your books thinking, “I have no idea what I’m looking at,” that’s the neighborhood we live in.
You’ll be able to email your questions to the support email address.
If you use Apple/iMessage, you may also be able to message that email address through iMessage. Android users will need to use email, because apparently the tech gods enjoy chaos.
Yes! Screenshots are usually very helpful - but please avoid sending full bank account numbers, Social Security numbers, or anything wildly sensitive unless we’ve discussed a secure way to handle it. Screenshots should show the issue clearly without oversharing your whole financial soul.
Yes. You can cancel your subscription going forward through your Stripe payment portal.
Canceling stops future billing, but it does not refund previous months already paid. No dramatic breakup scene required.
