
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 90-minute Zoom session designed to give you clarity and confidence in managing
your books.
Ideal if your books are mostly up to date but you want expert guidance, help interpreting reports,
or reassurance that everything is structured correctly.
A structured, project-based engagement designed to give you a clean financial foundation.
Includes a full QuickBooks setup and/or cleanup, private consulting session, a customized task
and workflow guide with video tutorials, and two weeks of follow-up support as you implement.
You won’t just have organized books — you’ll understand them and feel confident managing
them moving forward.
A project-based engagement designed to bring clarity and structure to your household finances.
Includes a full review of accounts and expenses, customized financial organization, and
strategic consulting in collaboration with your financial advisor.
Your household is treated like a well-run system, with clear routines and intentional workflows to support day-to-day decisions and long-term goals.
You’ll move forward with a clear understanding of your finances, investments, and spending
habits — along with a thoughtful plan for the future.
- 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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