Do it yourself, with backup.
You don’t have to jump straight into full-service bookkeeping. If you like being hands-on, my DIY bookkeeping options give you the structure, training, and expert eyes to stay consistent and tax-ready, and they grow with you as your business evolves.
DIY bookkeeping support at the level you need
Coffee Hour & Community
Ask questions. Get unstuck. No commitment.
- Live video Coffee Hour on the first Wednesday of every month
- Ask bookkeeping and accounting software questions
- Learn from real scenarios, yours and others’
- A supportive community of service-based owners
Best for: Getting started, or anyone who wants low-pressure support.
DIY Membership
Your go-to system for staying consistent and tax-ready.
- Step-by-step bookkeeping training
- Simple routines you can finish in under 30 minutes a week
- Checklists, templates, and best practices
- Ongoing education so you know what to do, and why
Best for: Hands-on owners who want structure and confidence without outsourcing.
DIY + Quarterly Review
You do the work. I review it.
- Everything in the DIY Membership
- A quarterly review of your books before each meeting, with anything that needs fixing flagged
- A quarterly meeting to walk through what I found, your trends, and next steps
- Catch issues early, before they turn into costly cleanups
Best for: hands-on owners who want a CPA checking their work.
Extremely knowledgeable and responsive. I don’t know what I’d do without Melanie.
John E. · Client
Start where you’re comfortable.
That’s completely normal. Start with whatever feels right today. You can always upgrade, or hand the books off to me entirely, as your business grows.
Get caught up first
DIY works best when you’re starting from clean books. If yours need some work, I’ll get them caught up, and then you can take it from there.