Not Your Normal Bookkeeping
You've never settled for basic in your life—so why is your bookkeeper giving bare-minimum energy? You want a strategic financial partner with the instincts of a trained bloodhound—nose to the ground, sniffing out tax deductions, budget leaks, and financial trends like the profit whisperer she is, so you can focus on what you do best.
The good news? Plan HER Profits™ Bookkeepers are trained first as profit & tax strategists. We don't just keep your books straight. We deliver forensic-level financial insight for explosive growth.

❌ Spotting tax-saving deductions you’re likely missing
❌ Showing you income trends with clear, custom graphs
❌ Showing you how to plan your profits for predictability
❌ Meeting with you monthly to align finances with your goals
You've been consistently reviewing reports your bookkeeper sends, but they don’t actually tell you anything—and you’re left guessing what’s working and what needs to change.
You’re earning solid revenue, but you’re worried about being hit with a massive tax bill because no one helped you plan ahead or hunt for hidden deductions.
You’re doing mental gymnastics trying to stay on budget, manage cash flow, and plan for growth—and you don’t have the time (or energy) to keep all the finances straight.

You’ve been relying on bookkeepers who only deliver the bare basics, and accountants who wait for you to tell them where the deductions are (um...hello? You had ONE job).
Meanwhile, your time has (rightfully) gone to serving your clients. You’ve been doing your best with the hours you have—and it’s time you had a team to watch your (financial) back.
You opened your bookkeeping report each month and everything just made sense—your income, your expenses, all of it. Imagine having a financial partner who spotted leaks before they drained your profits, mapped out your deductions long before tax season, and gave you visuals that actually showed where to focus next. No more guessing. No more scrambling. Just clear, confident decisions—and the freedom to serve your clients while your profit strategy runs smoothly in the background.

You say yes to a spontaneous weekend retreat, knowing your budget allows it and your profit margin has room for play.
You skip the tax-time anxiety spiral because your deductions were calculated for you—and you’ve been setting money aside all year.
You're able to stop asking, “Can I afford this?” and start asking, “Is it aligned with the vision?”
Your profits are predictable down to the red penny...which allows you to invest and build wealth for the future.
$50–$75/hr
Perfect for clients with months of unkept books or inaccurate categorization. We get your QuickBooks file squeaky clean and client-ready before onboarding.

Required before starting a monthly plan if books are behind.
$350/m
Monthly bookkeeping
Budget + Profit Report
Group Profit Planning Session

No contracts - cancel anytime
$750/m
Everything In Profit Clarity, plus:
Monthly 1:1 Profit Strategy Session
Budget Forecasting for Decisions
Custom KPI Dashboard (Statistics)
Quarterly Tax Strategy Review
Priority Email Support

No contracts - cancel anytime
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Miriam T.
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Jennifer K.
Most bookkeepers just keep your accounts clean. We do that too—but we also give you monthly budget reports, trend insights, tax-saving strategies, and personalized profit coaching. If your current bookkeeper isn’t actively helping you grow your profits, it’s time for an upgrade.
No—we’re not tax preparers. What we are is your tax strategy partner. We work year-round to keep your deductions documented, your categories dialed in, and your tax situation optimized—so your accountant can file your return with everything handled in advance.
You’re in the right place. If you're behind or things feel chaotic, we start with a Messy Books Cleanup as a one-time (hourly) service before onboarding. We’ll organize your books, clean up past mistakes, and get everything set for a clean, confident start.
Minimal. We handle all the reconciliation and reporting behind the scenes. You simply upload a few statements (or grant us limited authorization on your accounts), and enjoy a clear, confident financial picture—without the mental overhead. There are also optional monthly Profit Planning Sessions (if you choose).
We highly recommend QuickBooks Online because it integrates seamlessly with our systems and gives us the tools to deliver the cleanest, most strategic bookkeeping experience. That said, it’s not required. If you're using another platform, let’s talk—we can assess whether it’s a good fit or if a simple migration to QBO will save you time (and money) in the long run.
Have a question that wasn't answered above?
Send me an email at [email protected] and we will get back to you within 24-48 hours.

If you don’t love the clarity, insight, and strategy we deliver through our monthly reports, tax deduction detection, and profit planning, let us know.
We’ll work with you to make it right or fix it for free. Because you deserve financial support that actually supports your growth.
100% Satisfaction Guaranteed.
I started hearing the same story from clients across all industries: no monthly budget reports, no visual breakdowns, and bookkeeping statements delivered months too late to fix anything that had gone wrong.
That's when I decided it was time for a new level of bookkeeping.
I assembled a team of expert bookkeepers and trained them in my signature Plan HER Profits™ Method—transforming them into "profit whisperers" who think strategically, act proactively, and empower women entrepreneurs to build real wealth with every financial decision.
$50–$75/hr
Perfect for clients with months of unkept books or inaccurate categorization. We get your QuickBooks file squeaky clean and client-ready before onboarding.

Required before starting a monthly plan if books are behind.
$350/m
Monthly bookkeeping
Budget + Profit Report
Group Profit Planning Session

No contracts - cancel anytime
$750/m
Everything In Profit Clarity, plus:
Monthly 1:1 Profit Strategy Session
Budget Forecasting for Decisions
Custom KPI Dashboard (Statistics)
Quarterly Tax Strategy Review
Priority Email Support

No contracts - cancel anytime
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