Let’s get you on the path to financial wellness

Three ways to get started. One call to see if it’s a fit.

  • 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.

  • 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.

  • If you need a deeper dive into your books, this is the option for you. Especially helpful for S Corps and Partnerships, but also for more complex SMLLC’s. I will evaluate your entire bookkeeping ecosystem and help you ensure not only compliance, but best practices for business and financial health.

Free 30 min Discovery call

Which path is best for you?

What if I’m just looking for bookkeeping maintenance?

I strongly recommend most new clients begin with the Quick Financial Health Check 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 Full Financial Health Check listed below at a minimum to get started. Read more about it below.

Consulting can include anything from Quickbooks training to discussions on DIY bookkeeping to general compliance issues and business strategy. Book your free discovery call to assess fit.

What's included in strategy and consulting?

That’s exactly why I’m creating a membership community (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.

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

Get a pulse on your financial health

If you know you need extra support getting your books in order (like yesterday), I have several ways to help. All lead to one destination: you feeling more organized, compliant, and in touch with the heartbeat of your business: your financials. Book a discovery call to see if I’m a fit for your business and if so, we’ll decide on a plan of action, including what to prioritize and what to outsource. Either way, let’s get ahead of tax season and help ensure your financial stress this year is minimal.

Free 30 min discovery call

Quick Financial Health Check

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.

You will receive a personalized PDF with red, yellow and green flagged items:

  • Review of P&L for consistency and accuracy

  • Review of Balance Sheet reconciliation status

  • Bank Account reconciliation status

  • 1099 vendor review

  • Review of Items/Services and Product set up

  • Any other obvious red flagged items

$250

Free 30 min discovery call

Full Financial Health Check

If you need a deeper dive into your books, this is the option for you. Especially helpful for S Corps and Partnerships, but also for more complex SMLLC’s. I will evaluate your entire bookkeeping ecosystem and help you ensure not only compliance, but best practices for business and financial health.

You’ll receive a personalized PDF (as above) + prioritized action plan + 1 hour call to review.

  • Accuracy and Reconciliation Status for all business accounts

    • (P&L detailed review, BS review, Reconciliation status, AR and AP review, Draws & Distributions review)

  • Structure and Hygiene of financial accounts

    • (CoA hygiene, Asset tracking, Overall Account audit)

  • Compliance Review

    • (EIN review with QBO setup, Cash vs Accrual setup, Payroll review, Reasonable Comp, 1099 Vendor tracking, Sales Tax Review)

  • Systems and Strategy

    • (Home office/mixed use personal expenses, Duplicate Recurring Charges, Software Review)

$1000 (10% off for first 3 clients)

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.

Quick Financial Health Check

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.

Full Financial Health Check

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.

Books Cleanup

This is an in-depth journey that requires a Full Financial Health Check 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 Quick Financial Health Check 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 financials (honey) on their own with professional support.

Book a free 30-min discovery call to see if we’re a fit, and make a plan.

Free 30 min discovery call

Tax Dig

New

Prepare to save money on your taxes throughout the year.

Why would I pay for a separate tax excavation when someone else prepares my taxes?

Bookkeepers are uniquely positioned to identify these strategies throughout the year rather than after the fact, when it’s often too late. This offering is a review of your current entity type and financial statements to identify potential tax strategies you can implement now, before the end of the year.  This is an educational offering only, as I am not a tax preparer. 

You will receive options that could fit with your current entity type and tax filing plan that you can take to your tax preparer to implement these strategies appropriately.  It’s worth noting that most tax preparers are NOT tax strategists and are NOT motivated to get you as many deductions and reductions as possible.  Their primary job is to make sure the tax filing is done correctly and will hold up under an IRS audit.

This educational investment can go a long way towards decreasing your tax bill, and increasing your cash flow. This is a business deduction for you and is money you can use to keep circulating and re-investing in the small business economy.

$999   

*Can be added on to either Health Check above for $899.

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

  • "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