Let’s get you on the path to financial wellness

Free 30 min Discovery call

Where should you begin?

What if I’m just looking for bookkeeping maintenance?

I require all new clients to begin with the Bookkeeping Diagnostic & Compliance Review so I can assess the state of your books and identify any problem areas before moving towards a maintenance plan. Read more about it below.

What if I need help cleaning up my books?

Cleanups will be quoted individually and require the Bookkeeping Diagnostic & Compliance Review to get started. Read more about it below.

What's included in strategy and consulting?

Consulting can include anything from tax savings strategies, Quickbooks training, setting up a DIY bookkeeping system, general compliance issues, and business strategy. Book your free discovery call to assess fit.

What if I’m interested in doing my own books, but want the support of a professional?

That’s exactly why I’m creating the Honey Tending membership (coming soon). Many small business owners might not be ready for the expense of working with a bookkeeper, and it’s often helpful for you to be closely connected to your spending by managing your books. Read more about it below.

Q4 is the best time to prepare for tax savings

The end of the year is the best time to align your books toward tax savings. Book a discovery call to see if I’m a fit for your business. Let’s get ahead of tax season and help ensure your financial wellbeing.

Free 30 min discovery call

"Sara makes my job as a tax preparer so much easier. Instead of spending time deciphering messy spreadsheets or untangling business and personal expenses, working with Sara means receiving books that are clean, organized, and reliable. She proactively includes helpful notes on unusual transactions and is always quick to answer questions. I can trust her numbers completely, which allows me to focus on getting the tax return done efficiently.” 

— Joy at Allium Tax

Bookkeeping Diagnostic & Compliance Review

Get an overview of your most critical bookkeeping data and the story it tells about your business. Catch any compliance issues ahead of tax season and prepare for more easeful year-end reconciliation.

What you’ll get:

  • Reviewing reconciliation status of all accounts

  • Reviewing P&L and Balance Sheet

  • Reviewing Items and Products

  • Reviewing Vendors and Customers List

  • Reviewing Payroll accounts (if applicable)

  • Reviewing 1099 compliance

  • Reviewing QBO setup and EIN for coherence

  • Reviewing documentation process

  • A written pdf with red, yellow, green flags and 30 minute follow-up call to discuss results

$249

Start with a discovery call or buy now.

Free 30 min discovery call

Menu of offerings

Consulting & Strategy

Whether this is your first time seeking bookkeeping support, or you’re transitioning part of your business, I collaborate with you on a plan that is best suited for your goals.

Tax Opportunities Deep Dive

Have you wondered if there are tax savings you might be leaving on the table? The Tax Opportunities Deep Dive is a chance to go over your books with a fine tooth comb and prepare for tax season.

Bookkeeping Diagnostic & Compliance Review

This is where I begin with all new clients. It’s a chance for me to get to know your books and review top level organization, while highlighting any red flags.

Books Cleanup

This is an in-depth journey that requires a Bookkeeping Diagnostic & Compliance Review before getting started. I do this to ensure I have a full picture of your business financials and that we have a clear plan going into the cleanup process.

Maintenance Bookkeeping

This is for you if you’re in need of regular support for ongoing reconciliation of your books. We start with a Bookkeeping Diagnostic & Compliance Review to ensure there are not any lingering issues that need to be resolved first.

Honey Tending Membership

Coming Soon! For small business owners who want to make smart business decisions informed by clear financials but either aren’t ready to hire a bookkeeper or want to tend to their books on their own with professional support.

Book a free discovery call to see if we’re a fit, and make a plan.

Free 30 min discovery call

Coming soon

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Coming soon 〰️

Not quite ready to hire a bookkeeper?

Honey Tending Bookkeeping Membership

This membership was developed for small business owners who want to make smart business decisions informed by clear financials but either aren’t ready to hire a bookkeeper or want to tend to their financials (honey) on their own with support.

This is a steppingstone toward feeling empowered and financially literate within the ecosystem of your business.

What you’ll get:

  • Regular study halls (body double this tedious work, anyone?)

  • A library of Best Practices documents (and maybe even some video trainings)

  • Regular “Ask Me Anything” calls to answer all your burning bookkeeping questions

  • Ongoing reminders of important deadlines, due dates and compliance requirements

  • Connections to CPA’s, legal support and other industry professionals

  • Access to a bookkeeper with 18+ years experience

  • A community of other small business owners like you

Join the waitlist

  • "Sara Rose is priceless. She sees the path ahead and helps us plan, envision and stay organized and on track with our goals and values."

    She is humble, grounded and engaged. She takes the time to understand our business and explain what we don’t understand in a language we can access. What she doesn’t know or what is out of scope for a bookkeeper, she finds answers for and connects us with other professionals to meet that need. She sees the path ahead and helps us plan, envision and stay organized and on track with our goals and values. When things pop up, she is responsive and on top of it. We’ve happily trusted her with the financial details of our family business and personal life for over two years - her integrity is built into who she is and we couldn’t run our business without her!

    — Painter House LLC

  • "Sara has been an exceptional ally throughout my entrepreneurial journey. "

    She has consistently empowered and advocated for me, while offering reliable support at every step. I highly recommend her - especially to fellow right-brained creatives who may find the administrative side of running a business challenging. Beyond her expertise, Sara is a person of deep integrity and an absolute pleasure to work with.

    —Shauna

  • "I can always count on her for being one step ahead of things at all times”

    Sara has been my bookkeeper for over a year now, and honestly, bookkeeper isn’t really even a term I like to use when telling people about her because what she does is so much more. I own 3 startups so I’m incredibly time strained, and what I love most about working with Sara is that I can always count on her for being one step ahead of things at all times, which has given me so much time back, along with a peace of mind.

    When Sara says she’s going to do something she always follows through. Contractor invoices are always paid on time and Sara is always helping me with cash flow planning. And when it’s tax time - what used to be extremely stressful for me is now a walk in the park because Sara is so organized and prepared, with all the docs I need, often even interfacing with, and sending them to my CPA.

    I cannot recommend Sara enough. She’s a kind human that I’d refer to anyone in my network. Thanks Sara!

    — Max Hofert, Max Hofert Design, Romp and Powerbomb

  • “She never made me feel embarrassed about the state of my books or overwhelmed. ”

    Sara was calm, reassuring, incredibly knowledgeable, and completely trustworthy. She never made me feel embarrassed about the state of my books or overwhelmed by the work ahead. Instead, she brought clarity, organization, and steady reassurance. I always felt that my finances were in capable hands and that she genuinely cared about getting things right.


    I am so grateful for her expertise, her patience, and the calm confidence she brought when I needed it most.

    — Courtney

  • "Working with Sara has been one of the best investments I've made for myself and for my business."

    As a sole proprietor I've been so busy just getting the work done that I let a lot of the business side of things get overwhelming. Sara met me where I was without judgement, and helped me wrap my head around my numbers in a way that felt truly liberating and not scary at all. Dare I say we even had some fun getting things in order together! For the things I just could not or did not want to sort, I had absolutely zero hesitation giving her access to my accounts to keep our momentum going. I don't know if holistic or therapeutic bookkeeping is a thing but Sara's work is definitely in this realm and has been a truly healing experience for me.

    — KF, Mud and Lime

  • "Trustworthy, flexible, and collaborative — I recommend her services highly."

    I have been working with Sara and Wellspring Collaborative for a few years now and she has really helped me stream-line my administrative and bookkeeping process. She is trustworthy and flexible while also keeping me on track for success. I recommend her services highly.

    — J.Knowles

  • "Sara makes my job as a tax preparer so much easier."

    Instead of spending time deciphering messy spreadsheets or untangling business and personal expenses, working with Sara means receiving books that are clean, organized, and reliable. She proactively includes helpful notes on unusual transactions and is always quick to answer questions. I can trust her numbers completely, which allows me to focus on getting the tax return done efficiently.

    —Joy at Allium Tax

  • Fantastic, reliable bookkeeping services!

    “Working with Wellspring Collaborative gave me complete peace of mind regarding my finances, even with my rather complicated business layout. Sara is highly organized, efficient, and excellent at creating functional systems - catching small details before they become big issues. She made tax season stress-free and was always available to answer questions with clarity. Truly a wonderful and understanding professional to work with.”

    —Caty Crabb

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