BOOKKEEPER FOR YOUR UPBEAT SMALL BUSINESS
Allow yourself to focus on your productivity and profit.
Setting up strong finance systems sets your business up for success. you need to know your numbers to make a smart business decision.
I help small business owners become more confident, more profitable, and way less stressed with 1:1 ongoing support bookkeeping services.
As a business owner, how do you feel about your books?
Less than desirable results
When you aren't seeing the gain you'd like. It's tempting to just focus on working harder and selling more.
But perhaps the numbers are telling a different story.
Behind
You need your financial data tracked regularly - not just when you have time to stumble through your books.
Strapped for Time
It doesn't make sense to spend hours on bookkeeping. You'd rather spend hours making new sales or
create stronger bonds with your clients.
Little to no confidence in your books
Uniquely-prepared properly books can make your tax season a breeze.
Overwhelmed
You need help with organizing documents and categorizing each and every transaction to maximize your tax deductions and optimize cash flow.
Hello! I’m Leeya,
A corporate Event Planner turned your go-to Bookkeeper for small business owners.
As a small business owner myself, doing it all sounds like such a way to go, but it doesn’t have to be that way.
At Leeya Klein Bookkeeping, you work directly with me. I am all about accuracy, approachable, and dedicated to deliver high-quality work with strong analytical mindset bookkeeping that allows you to do more of what’s meaningful to weight off your shoulders by handling your bookkeeping needs.
Wearing many hats for decades in the service industry makes me eager to help purpose-small businesses (yes, that’s you!) get clear on their numbers, cultivate more time to connect with their ideal clients, and be confident in their profits.
I love planning events (always do!) and brining events that I planned to live fascinated me. Then, motherhood turned my world upside down - Leeya Klein Bookkeeping was founded intentionally to create freedom and power by numbers.
Leeya Klein Bookkeeping focus on You & Your Business Well Being
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PROFOUND
Let me help you with your bookkeeping! Your numbers will be in order. You will receive concise, cleaned, and CPA-ready financial reports - accurate and up-to-dat transactions every single month. I am also here at your corner with unlimited Voxer 1:1 support.
Keeping your business healthy and thriving!
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PRODUCTIVITY
You can shift your energy to the right place. Be productive, and be balanced for your business and your life!
You can do better in your decision-making. As you will have more clarity of your numbers, you know what your best approach for yor business is, your time & the goals that matter to you.
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PROFIT
Knowing your numbers is powerful! By knowing your profit margins and your goals with your finance system in control - by me, now it’s tome for your profit to blossom.
1:1 ongoing support bookkeeping services package
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~ delivered by the 15th of each month
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~ Direct Voxer access with Leeya for quick questions, notes, or personal support. It’s like having a bookkeeper in your pocket!
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~ to make tax filing a breeze
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~ In addition to Voxer chats ad monthly emails, we’ll schedule video calls 4x per year to check in on your goals and celebrate wins!
At Leeya Klein Bookkeeping, I specialize in providing expert bookkeeping services tailored to the unique needs of service-based businesses,
Real Estate Investors
Real Estate Agents
Event Planners
Creative Agencies
Marketing Agencies/ Freelance Marketers
Educational/Career/Life Coaches
Photographers and Artists
Health and Wellness Coaches
Freelance Beauty Professionals
While I have extensive experience working with the industries listed above, I am also open to supporting businesses from other sectors. No matter what type of service-based business you run, I’m here to provide the financial clarity and support you need to grow.
FAQs: Here are a few things you might be curious about.
What can I expect from the ongoing support monthly/quarterly bookkeeping process?
After onboarding and your books have been set up. I maintain them monthly or quarterly, depending on what package you choose. After the month or quarter ends, I will retrieve your report, categorize, and reconcile your transactions. You will receive one email with questions/clarifications where needed. Once those questions are answered you’ll receive your report with your financial recaps of what the numbers are telling you. You will have your books by the 15th of the month. The 1:1 video calls will be scheduled quarterly to review your financials, so you can get the most out of working together!
Do I need bookkeeping software?
You don’t need to have it already. I’m a Certified Xero Advisor and Quickbooks Online ProAdvisor. Xero and Quickbooks Online are my preferred account softwares. I’ll work closely with you to get an account up and running, as well as customize it to how you like to view your data. We will discuss the most-suited subscription plan for your business. You can choose to either pay for the software directly, or we will add it to our monthly fee as reimbursement.
Do I need to do any work before starting the services?
No, you don’t. Part of our onboarding process is get you set up with clean books from either the first day of business or the first year of current year whichever you prefer. This is a new client incentive and is a discounted one-time fee. I understand this is part of the process and am here to help.
What if I already have a CPA?
The bookkeeper and CPA work together to ensure that your business’s financial matters are being closely monitored and maintained routinely. Having consistent and clear financial reports helps you make smart money moves year-round, and sets your CPA up to make the most of your tax returns.
What do I need to provide you with to handle my books?
I request read-only online access to banks, credit cards, PayPal, and your invoicing system (if separate). Almost all of these allow a read-only accountant log-in, and I will help you figure out how to set it up, so your data is secure. This allows me to work efficiently and avoid bothering you for data requests or more information found within these banks/platforms.
What about the cost?
Investment:
Monthly Bookkeeping Services package - starting at $300/month*
*Vary based on your complexities and needs
When we work together to implement bookkeeping systems that allow us to deliver high-quality, accurate data, most clients fall to the minimum. You are billed on a monthly auto-pay subscription.
For clean-up and catch-up projects where we need to go back, correct, and organize the books, we provide a comprehensive one-time project quote.
From me to you …
FREE FINANCIAL PLANNER
You love what you do. but your finance is not in order as you want. If you love paper & pen, starting ahead of your financial plan with my free printable planner can help you start your bookkeeping journey before our call. The right-sized 22-page downloadable pdf planner is waiting for you inside.