Bookkeeping | On-Demand Support
Values-Based Bookkeeping for Small Business Owners
Find clarity with your business finances.
Does this sound familiar?
You love the freedom of having your own business, but you feel so overwhelmed by all of the businessy stuff.
To be honest, you aren’t really sure what you’re making, how much you can afford to spend or pay yourself, and let’s not even talk about taxes.
You know you really should do something with your business finances, but the time never feels right.
There’s so much to juggle in business - sales, marketing, operations, taxes, bookkeeping, AND actually making money? This isn’t quite what you signed up for. No wonder the financial stuff, the thing that you feel the least confident about, falls to the bottom of the list. You’ll just deal with it at tax time… right?
Maybe you have a spreadsheet or QuickBooks, but there’s something not quite right, and you haven’t been able to (or really wanted to) figure out the issue. Or it is working…but you find yourself avoiding it.
If you could, you’d love to have someone just step in and handle it all for you. But you’re not sure who to trust. Accountants and financial folks just aren’t your people, and you’re afraid you’ll be judged for asking a stupid question or doing something wrong.
What if you had a fellow small business owner who has been in your shoes and actually likes this stuff (weird, I know) to help you out?
Before working with Sara, my QuickBooks was overall just a total disaster. I struggled for months, even trying to work with QuickBooks support to get it sorted, but they failed to help me. Sara helped clean up my transactions and began the process of reconciling my accounts to sort out the mess that had happened. She spent time teaching me how to continue the process and helped me feel more comfortable and equipped to navigate QuickBooks. My accounts are finally reconciled, and I can now run reports that clearly and accurately reflect my business finances.
Mary Duran, LCSW
Therapist, Mary Duran, LCSW, PLLC
Why invest in bookkeeping? Why can’t I do it myself?
Stress less
What would it feel like to approach tax season knowing everything is in order? Imagine a world where categorizing and reconciliations were just taken care of, instead of an undone task hanging over your head. Sounds nice, doesn’t it?
Avoid costly mistakes
Without solid books, chances are you’re leaving money on the table. Maybe you’re paying too much in taxes, having trouble getting financing, or will have to pay expensive CPA rates to get your books cleaned up for tax time. Working with a bookkeeper can help you avoid unnecessary costs and grow your business.
Gain time back
Profit & loss statements, asset accounts, reconciliations, equity…dealing with accounting concepts can feel like learning a new language. What would it be like to free up more time and space to focus on what you actually enjoy about your work, the stuff that only you can do?
Meet Sara Walls
Therapist AND Bookkeeper? Yes, really.
Hi! I’m Sara, a psychotherapist who found myself feeling energized by the financial side of business.
I’ve been in private practice since 2021 and was surprised to find that doing the books was one of my favorite tasks…so I took a bookkeeping course and got three QuickBooks ProAdvisor certifications (nerd alert 🤓).
Growing up, I was super into math and science, and actually applied to college as a chemistry major. I pivoted HARD before I even got there, but as I’ve entered parenthood and gone through some big life changes, I felt a pull to integrate these two sides of myself: therapist and number nerd.
As a member of the PractiSage Therapist Collective, I was given an opportunity to run a workshop for some colleagues about implementing the Profit First system in their practices. I had SO MUCH FUN. I knew supporting therapists with the financial side of business was what I had been looking for.
Sara's passion for financial savviness, combined with her deep understanding of the unique challenges faced by therapists, makes her an exceptional resource for anyone looking to organize their practice finances. What sets Sara apart is her ability to explain complex financial concepts with patience, clarity, and compassion. Her approach is not just about numbers; it's about aligning financial strategies with the values and mission of clinicians.
Laura Collazos Spiller, Ph.D.
Licensed Psychologist & Founder of PractiSage Therapist Collective
HOW I HELP
I have a passion for helping you feel more clarity and less stress around your business finances.
Your money is really important , and I want you to know as much as you want to know about your books.
I love helping you learn more about your financial systems in a way you feel comfortable with.
I offer regular 1:1 meetings with all of my bookkeeping packages so you always know exactly what’s going on.
01/02
Done For You Bookkeeping
Let me lighten your load. I’ll be your partner in making sure the financial side of your business is in order so you don’t have to worry.
With bookkeeping done for you, you can rest easy knowing your books are handled. If you sign up for an ongoing package, we’ll have a regular 1:1 meeting to approach your finances together. (Co-regulation for the win.)
Packages start at $200/mo and include:
Categorization of All Bank Transactions
Bank, Credit Card, and Loan Reconciliations
Monthly Profit and Loss Statement and Balance Sheet
Secure Shared Folder
Unlimited Email Support
Regular 1:1 Meetings with Sara
*All packages require catch up or clean up bookkeeping to ensure we’re starting from a clean slate. This service is priced individually based on a diagnostic review of your books. Set up a discovery call for more info!
Add on options:
Receipt management & organization
Additional 1:1 support
Cash flow management support
Ask about the ProAdvisor discount for new QuickBooks Online subscriptions!
I really enjoyed the workshop with Sara. She is not only confident and knowledgeable about business finances and the Profit First model, she was able to teach and share her knowledge in a way that made it understandable and enjoyable. I felt comfortable asking questions and appreciated her support throughout the workshop. It was easy to recognize Sara's passion about helping others feel confident with their business finances, and I would trust her with additional questions, workshops, or other financial services she might provide.
Natalie Mica, M.Ed., LPC
Profit First Workshop Attendee
02/02
Bookkeeper in your Back Pocket
Maybe your business isn’t in need of a dedicated bookkeeper, but you’d like a place to get individualized support. There are a lot of resources out there, but sometimes, we’re not even sure what questions to ask. It can be hard to know what’s relevant to your unique situation.
I offer help setting up your systems and creating a financial task checklist just for you, diagnostic reviews so you can know your systems are on point, and as needed DIY support calls, where you can bring questions and share your screen for step-by-step support.
Possible issues we can address together:
Creating a financial routine
Troubleshooting reconciliations
Setting up or reviewing your Chart of Accounts
Ensuring your financial systems are HIPAA compliant
Workshops and online materials coming soon! Got ideas for what you’d like to learn about most? Send me an email, and I’ll add it to my list!
More about me
Advanced QuickBooks Online ProAdvisor Certification
QuickBooks Payroll ProAdvisor Certification
QuickBooks Online Basic ProAdvisor Certification
Graduate of Money Skills for Therapists
Completed a bookkeeping course taught by a licensed CPA
Master of Social Work, University of Houston Graduate College of Social Work (2016)
Bachelor of Arts in Sociology and Psychology, Rice University (2013, EOL RRF)
Coming Soon/In Progress:
Completion of a course focused on advanced bookkeeping cleanup work
Certified Xero Advisor
Certified Relay Partner
Ready to gain clarity and feel better about your business finances?
Let’s chat. I’d love to help you succeed.