
QuickBooks Cleanup and Setup for Small Business Owners
If you’re always wondering whether your books are right, you’re not alone. I help business owners organize and understand their books so they can stop second-guessing and have peace of mind.


If you’re always wondering whether your books are right, you’re not alone. I help business owners organize and understand their books so they can stop second-guessing and have peace of mind.
Project-based bookkeeping and one-on-one coaching
that helps you get things right the first time.
Organized, accurate QuickBooks
Confidence in your numbers
Peace of mind moving forward
No long-term contracts

We’ll talk through where you are and decide what support makes the most sense.

Cleanup, setup, or coaching tailored to your needs.

You leave with organized books and a clearer understanding of your finances.
A focused 60–90 minute Zoom session designed to give you clarity and confidence in managing your books.
Ideal if you want expert eyes on your setup, help interpreting reports, or answers to specific QuickBooks questions.
This project-based engagement combines cleanup, customized setup, and personal coaching to get your books organized correctly.
You’ll walk away with a clear financial foundation and the confidence to move forward knowing everything is in place.
This project-based engagement combines organization, customized setup, and personal coaching to help individuals and families gain clarity and control over their household finances.
Your household is treated like a well-run system, with clear routines and intentional workflows designed to support day-to-day decisions and long-term goals. This service is offered in collaboration with your financial advisor.
- Want confidence in your numbers
- Prefer project-based support over monthly retainers
- Want to understand your finances instead of avoiding them
- Value clarity, accuracy, and organization
"We had a great experience working with Krystle. She helped clean up our books and go our small business fully set up in QuickBooks. She was extremely thorough, thoughtful, and incredibly easy to work with. She took the time to explain things clearly and made what felt overwhelming very manageable. We highly recommend her services."

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