If your systems clock out at 5, guess who’s stuck working overtime?
Here’s what no one tells you:
A done-with-you or done-for-you service where I step into your business and help build the operational and financial foundation you need to scale sustainably. Think of it as a clean sweep for the backend—followed by thoughtful, strategic structure tailored to the way you work.
We’re not just plugging in platforms. We’re setting up systems that make your business feel lighter, smarter, and more aligned.
what we offer
✔️ Dubsado or HoneyBook – CRM setup, form customization, canned emails, and workflows that actually automate
✔️ QuickBooks Online – Chart of accounts cleanup, bank feeds, rules, and reconciliation-ready setup
✔️ Karbon – Project management for bookkeeping firms: monthly task templates, client pipelines & automation
✔️ Email Systems – Google Workspace (or your platform of choice), inbox organization, canned responses, file systems
✔️ Website Backend Strategy – Align services, booking, and contact flows so your site works for you, not against you
platforms we work with
What you really need is a back office that works just as beautifully as your front-facing brand.
That’s where I come in.
If you're still managing client onboarding with PDFs and prayers, or manually sending every invoice and follow-up, it's time to stop the patchwork and start building systems designed to scale with you.
This is your permission slip to clean up the backend, ditch the chaos, and lead your business like the CEO you are.
If you're buried under sticky notes, toggling between platforms that don’t talk to each other, or spending way too much time reinventing the wheel every time you onboard a new client… it might be time to pause and rebuild your back office from the ground up.
You can have processes that flow, systems that support your growth, and a backend that runs quietly (without chaos).
This is where we begin.
Because your business deserves systems that serve you—not slow you down.
Systems Setup & Workflow Consulting Services for Bookkeepers
What we offer:
Strategic systems for the back end of your business—designed to save you time, clean up the chaos, and support real growth.
Platforms we work with:
Dubsado
honeybook
QuickBooks
Karbon
Email Systems & SOPs
showit
others
How It Works
1. Discovery & Audit
We start with a strategy call where I dig into what’s working, what’s not, and where the gaps are hiding.
2. System Setup or Overhaul
Then, I roll up my sleeves and get to work—building, organizing, and refining your back-end workflows with care and precision.
3. Documentation & Handoff
You’ll receive custom SOPs or video walkthroughs (depending on the package), so you feel fully equipped to maintain your new systems with ease.
Clean, streamlined systems ready to support your day-to-day
A clear workflow from inquiry to onboarding to delivery
Confidence in your back office (finally)
A sense of relief that someone gets it—and has your back
What You’ll Walk Away With
Templates
Ready to Ditch the Duct Tape?