You’re not here to play with complex cash flow models or decode confusing reports.
You just want to land great clients, deliver outstanding work, and build something that lasts —
while bringing home some good $$$.
Your books might be “done,”
but when it comes to the numbers that really matter, you’re still in the dark.
Margins? Murky.
Profit leaks? Sneaky.
BIG QUESTIONS KEEP BUZZING:
Which clients and projects are actually profitable?
Should you continue with freelancers or go full time hire?
Can you afford to invest in that project management system?
And why does revenue look good, but the bank balance doesn’t?
Truth is:
You’ve outgrown basic bookkeeping.
You need insights that help you lead and scale with clarity.
That’s where we come in.
We bring CFO-level know-how
(without the six-figure price tag).
We expose those quiet profit drains others miss, and turn your financials into your secret weapon for
maximizing profits — not just revenue.
Less stress over numbers.
More time winning clients, leading your team, and living your best life.

You’re not here to play with complex cash flow models or decode confusing reports.
You just want to land great clients, deliver outstanding work, and build something that lasts — while bringing home some good $$$.
Your books might be “done,” but when it comes to the numbers that really matter, you’re still in the dark.
Margins? Murky.
Profit leaks? Sneaky.
BIG QUESTIONS KEEP BUZZING:
Which clients and projects are actually profitable?
Should you continue with freelancers or go full time hire?
Can you afford to invest in that project management system?
And why does revenue look good, but the bank balance doesn’t?
Truth is: You’ve outgrown basic bookkeeping.
You need insights that help you lead and scale with clarity.
That’s where we come in.
We bring CFO-level know-how (without the six-figure price tag).
We expose those quiet profit drains others miss, and turn your financials into your secret weapon for maximizing profits — not just revenue.
Less stress over numbers.
More time winning clients, leading your team, and living your best life.


You’re bringing in revenue — but you don’t really know what’s landing in your pocket.
Cash flow? You’re either flying blind on gut instinct… or drowning in spreadsheets that still don’t give a clear picture.
Invoices, client payments, and project costs? A tangled mess that keeps you up at night.
You’re juggling multiple clients and projects — but can’t easily tell which ones are actually profitable.
Freelancer costs are creeping up, and you’re wondering: should we just hire in-house?
You want to invest in better tools or grow the team — but no idea if the budget’s there.
And your financial reports? Buried in spreadsheets or accounting software that feels more confusing than helpful.

You’re bringing in revenue — but you don’t really know what’s landing in your pocket.
Cash flow? You’re either flying blind on gut instinct… or drowning in spreadsheets that still don’t give a clear picture.
Invoices, client payments, and project costs? A tangled mess that keeps you up at night.
You’re juggling multiple clients and projects — but can’t easily tell which ones are actually profitable.
Freelancer costs are creeping up, and you’re wondering: should we just hire in-house?
You want to invest in better tools or grow the team — but no idea if the budget’s there.
And your financial reports? Buried in spreadsheets or accounting software that feels more confusing than helpful.


✅ Turn messy reports into clear, strategic insights
✅ Know which clients, projects & services drive profit — and which don’t
✅ Get a firm handle on cash flow (no more cash crunch surprises!)
✅ Make confident calls on hiring, tools, and growth (no more guessing!)
✅ Spot and stop profit leaks early
✅ Protect your margins — so you’re not skipping your own paycheck to keep the lights on.
✅ Stay ahead of tax time with zero last-minute panic!
✅ Grow with a smart, numbers-backed plan

✅ Turn messy reports into clear, strategic insights
✅ Know which clients, projects & services drive profit — and which don’t
✅ Get a firm handle on cash flow (no more cash crunch surprises!)
✅ Make confident calls on hiring, tools, and growth (no more guessing!)
✅ Spot and stop profit leaks early
✅ Protect your margins — so you’re not skipping your own paycheck to keep the lights on.
✅ Stay ahead of tax time with zero last-minute panic!
✅ Grow with a smart, numbers-backed plan


After my last bookkeeper resigned, I realized my books were in a huge mess, I didn’t know who had paid, who hadn’t, it was just messy! Debbie came in and set up Xero, cleaned things up, created simple reports. Things just work now. I know what’s going on with my finances... and I can make decisions way faster because I’m not second-guessing everything.
Pam, JCC Chamber of Commerce.


After my last bookkeeper resigned, I realized my books were in a huge mess, I didn’t know who had paid, who hadn’t, it was just messy! Debbie came in and set up Xero, cleaned things up, created simple reports. Things just work now. I know what’s going on with my finances... and I can make decisions way faster because I’m not second-guessing everything.
Pam, JCC Chamber of Commerce.
🧾 Transaction categorizing
So you know what’s actually making you money — and what’s draining it. Retainers, project fees, subcontractors, ad spend, software — all tagged properly so your reports (and decisions) are based on clean, complete data.
💸 Matching banks and balancing
Multiple bank accounts and payment methods, random charges on your business cards from tools your designer “just grabbed quickly”? We keep everything tidy and synced so nothing slips through the cracks.
📊 Monthly reports you’ll actually understand
No accounting jargon. Just clear breakdowns showing what’s profitable, what’s eating into margins, and where your cash is going. So you can price smarter, plan better, and stop flying blind.
💰 Know your cashflow — for real
See what’s coming in, what’s going out, and what’s actually left. No more guesswork about whether you can afford that hire, take a dividend, or invest in a rebrand — we show you your real runway and help you plan ahead.
✅ Plan ahead for taxes.
No last-minute freak-outs. We flag what’s deductible, help you set money aside, and keep you prepped all year-round — not just when tax season hits.
🔺 Flag the stuff others miss.
Burning hours on clients who barely pay? Freelancers quietly doubling your bills? Still skipping your own paycheck? We call out these sneaky drains that other bookkeepers won’t mention — so you can stop bleeding cash and finally get paid what you deserve.
📅 Year-round support (not just at tax time)Thinking about growing your team, switching to retainers, or raising your rates? We’ll share the numbers and insights you need to make confident business decisions year-round.
🧾 Transaction categorizing
So you know what’s actually making you money — and what’s draining it. Retainers, project fees, subcontractors, ad spend, software — all tagged properly so your reports (and decisions) are based on clean, complete data.
💸 Matching banks and balancing
Multiple bank accounts and payment methods, random charges on your business cards from tools your designer “just grabbed quickly”? We keep everything tidy and synced so nothing slips through the cracks.
📊 Monthly reports you’ll actually understand
No accounting jargon. Just clear breakdowns showing what’s profitable, what’s eating into margins, and where your cash is going. So you can price smarter, plan better, and stop flying blind.
💰 Know your cashflow — for real
See what’s coming in, what’s going out, and what’s actually left. No more guesswork about whether you can afford that hire, take a dividend, or invest in a rebrand — we show you your real runway and help you plan ahead.
✅ Plan ahead for taxes.
No last-minute freak-outs. We flag what’s deductible, help you set money aside, and keep you prepped all year-round — not just when tax season hits.
🔺 Flag the stuff others miss.
Burning hours on clients who barely pay? Freelancers quietly doubling your bills? Still skipping your own paycheck? We call out these sneaky drains that other bookkeepers won’t mention — so you can stop bleeding cash and finally get paid what you deserve.
📅 Year-round support (not just at tax time)Thinking about growing your team, switching to retainers, or raising your rates? We’ll share the numbers and insights you need to make confident business decisions year-round.

1. THE FOUNDRY
✅ Monthly bookkeeping in Xero
✅ Income/expense tracking (biz bank, stripe, paypal, other + director claims)
✅ Local VAT filing (if applicable)
✅ Simple monthly reports
✅ Dashboards for income, expenses, and profit
✅ Simple cashflow overview
✅ Monthly video insights
✅ Quarterly financial reviews
✅ Quarterly tax-ready reports
✅ Email support for “WTF is this?” questions
✅ CPA-ready books at year-end
(Varies based on transactions & platforms)

✅ Profit by service/product (so you know what to cut and what to double down on!)
✅ Profit by project and team (so you know when scope creep is eating your margins!)
✅ Strategic cashflow forecasting
✅ Budget vs Actuals
✅ Monthly financial review calls
✅ Quarterly strategic & profit planning sessions
(Custom based on your setup)

Includes everything in AGENCY BUILDER, plus:
✅ Scenario forecasting (what if you hire, increase ads, add service?)
✅ Marketing spend analysis & ROI tracking
✅ Strategic planning tied to business goals
✅ Weekly Financial Reports
✅ Monthly Debtor reports (so you know who to follow up with for your money!)
✅ Monthly strategic financial calls
✅ Local VAT filing (UK only)
(Depends on business complexity)

1. THE FOUNDRY
✅ Monthly bookkeeping in Xero
✅ Income/expense tracking (biz bank, stripe, paypal, other + director claims)
✅ Local VAT filing (if applicable)
✅ Simple monthly reports
✅ Dashboards for income, expenses, and profit
✅ Simple cashflow overview
✅ Monthly video insights
✅ Quarterly financial reviews
✅ Quarterly tax-ready reports
✅ Email support for “WTF is this?” questions
✅ CPA-ready books at year-end
(Varies based on transactions & platforms)

✅ Profit by service/product (so you know what to cut and what to double down on!)
✅ Profit by project and team (so you know when scope creep is eating your margins!)
✅ Strategic cashflow forecasting
✅ Budget vs Actuals
✅ Monthly financial review calls
✅ Quarterly strategic & profit planning sessions
(Custom based on your setup)

Includes everything in AGENCY BUILDER, plus:
✅ Scenario forecasting (what if you hire, increase ads, add service?)
✅ Marketing spend analysis & ROI tracking
✅ Strategic planning tied to business goals
✅ Weekly Financial Reports
✅ Monthly Debtor reports (so you know who to follow up with for your money!)
✅ Monthly strategic financial calls
✅ Local VAT filing (UK only)
(Depends on business complexity)



“I wasn’t ready to hire a bookkeeper, but I knew I needed to get organized. The Profit Pulse Tracker helped me finally get my expenses in order and track my capital. It’s all filed now—no more stressing about taxes or losing sleep over it.”
Michael, MissyMey Books.

Need a one time set up of Xero - we’ve got you! Want to move across from Quick books, Sage or any other platform, we’ll get you up and running fast! (NOTE: Xero set-up is included in all our bookkeeping packages when you join for 3+ months) From $300 - depending on your set up.
Behind a couple months - or years! (no judgement here!) we’ll help you get sorted. From $350 per month you’re behind - depending on transaction volume and number of platforms. Save 30% when you sign up for an annual contract. Need it done fast? We offer 3 day catch up intensives. Apply here.
Books a mess? Not sure what’s what or how to fix it - we’ll put our sleuth on and whip everything into shape. From $400 per month that needs fixing(because sleuthing takes more than just doing 😉) Save 30% when you sign up for an annual contract.
Lorem ipsum dolor sit amet, consectetur adipisicing elit. Autem dolore, alias, numquam enim ab voluptate id quam harum ducimus cupiditate similique quisquam et deserunt, recusandae.
Lorem ipsum dolor sit amet, consectetur adipisicing elit. Autem dolore, alias, numquam enim ab voluptate id quam harum ducimus cupiditate similique quisquam et deserunt, recusandae.
Lorem ipsum dolor sit amet, consectetur adipisicing elit. Autem dolore, alias, numquam enim ab voluptate id quam harum ducimus cupiditate similique quisquam et deserunt, recusandae.
Lorem ipsum dolor sit amet, consectetur adipisicing elit. Autem dolore, alias, numquam enim ab voluptate id quam harum ducimus cupiditate similique quisquam et deserunt, recusandae.
👉 Click on each one to learn more

Short and sweet - takes less
than 5 mins to complete!

We’ll get clear on what you
need and send you a custom
proposal showing how we
can help!

We’ll take care of your
finances so you can focus
on growing your business
(& enjoying life!)


Founding a company is no easy feat, securing funding is even harder. Debbie helped make sure we had a strong cash flow and that our numbers told our story when presenting to investors. She’s steady, sharp, and truly gets what early-stage founders need.
Henry, MySportsWellbeing.

I used to track my sales in a little black book and keep receipts in a file… but it got so hard to keep up, and I had no idea how to get everything tax-ready and compliant. Debbie came in, set up a simple spreadsheet system (no fancy software needed!), and voilà—now I can breathe easy knowing someone’s got my finances covered while I focus on growing my business!
Jo Soap, Website.


“I wasn’t ready to hire a bookkeeper, but I knew I needed to get organized. The Profit Pulse Tracker helped me finally get my expenses in order and track my capital. It’s all filed now—no more stressing about taxes or losing sleep over it.”
Michael, MissyMey Books.

Need a one time set up of Xero - we’ve got you! Want to move across from Quick books, Sage or any other platform, we’ll get you up and running fast! (NOTE: Xero set-up is included in all our bookkeeping packages when you join for 3+ months) From $300 - depending on your set up.
Behind a couple months - or years! (no judgement here!) we’ll help you get sorted. From $350 per month you’re behind - depending on transaction volume and number of platforms. Save 30% when you sign up for an annual contract. Need it done fast? We offer 3 day catch up intensives. Apply here.
Books a mess? Not sure what’s what or how to fix it - we’ll put our sleuth on and whip everything into shape. From $400 per month that needs fixing(because sleuthing takes more than just doing 😉) Save 30% when you sign up for an annual contract.
Lorem ipsum dolor sit amet, consectetur adipisicing elit. Autem dolore, alias, numquam enim ab voluptate id quam harum ducimus cupiditate similique quisquam et deserunt, recusandae.
Lorem ipsum dolor sit amet, consectetur adipisicing elit. Autem dolore, alias, numquam enim ab voluptate id quam harum ducimus cupiditate similique quisquam et deserunt, recusandae.
Lorem ipsum dolor sit amet, consectetur adipisicing elit. Autem dolore, alias, numquam enim ab voluptate id quam harum ducimus cupiditate similique quisquam et deserunt, recusandae.
Lorem ipsum dolor sit amet, consectetur adipisicing elit. Autem dolore, alias, numquam enim ab voluptate id quam harum ducimus cupiditate similique quisquam et deserunt, recusandae.
👉 Click on each one to learn more

Short and sweet - takes less
than 5 mins to complete!

We’ll get clear on what you
need and send you a custom
proposal showing how we
can help!

We’ll take care of your
finances so you can focus
on growing your business
(& enjoying life!)
And we’ll never make you feel dumb for asking the money questions that keep you up at night.
Client projects, retainers, proposal back-and-forth, fluctuating cash flow, multiple contractors, and all the deadlines in between.
Your take-home pay matters just as much as your turnover — because what’s the point of growth if it doesn’t pay you?
whether you’re onboarding new clients, scaling your team, juggling multiple projects, or closing your biggest deal yet!
But most importantly – we’re here for YOU!


Founding a company is no easy feat, securing funding is even harder. Debbie helped make sure we had a strong cash flow and that our numbers told our story when presenting to investors. She’s steady, sharp, and truly gets what early-stage founders need.
Henry, MySportsWellbeing.

I used to track my sales in a little black book and keep receipts in a file… but it got so hard to keep up, and I had no idea how to get everything tax-ready and compliant. Debbie came in, set up a simple spreadsheet system (no fancy software needed!), and voilà—now I can breathe easy knowing someone’s got my finances covered while I focus on growing my business!
Jo Soap, Website.
And we’ll never make you feel dumb for asking the money questions
that keep you up at night.
Client projects, retainers, proposal back-and-forth, fluctuating cash flow, multiple contractors, and all the deadlines in between.
Your take-home pay matters just as much as your turnover
— because what’s the point of growth if it doesn’t pay you?
whether you’re onboarding new clients, scaling your team, juggling multiple projects, or closing your biggest deal yet!
But most importantly – we’re here for YOU!

We clean up your books, set things straight, and give you a clear starting point.

We install smooth systems that keep your finances on point—and give you back your sanity.

Use your financial insights to make CEO decisions and grow with confidence!



After working with other accountants who just didn’t get our business, Debbie helped us to make sense of the numbers, catch up on our filings and make sure we were doing things right for both our UK and US company filings. It’s a huge relief to have it sorted! Thank you Debbie.
We’d worked with other accountants before, but they just didn’t get our business. Debbie stepped in, helped us catch up on everything, made sense of the numbers, and got our UK and US filings on track. It feels so good to finally have it all sorted. Massive thank you, Debbie!
Youmna, Website.
Bookkeeping essentials for coaches under $100k/year, under 50 transactions/ month
Monthly bookkeeping (Xero)
Categorizing income & expenses
Bank + payment processor reconciliations (2 platforms)
Email support for “WTF is this?” questions
Simple monthly reports
Quarterly tax-ready reports
CPA-ready books at year-end
(Price depends on number of transactions & payment platforms)

Bookkeeping + compliance for growing businesses ($100k–$1M) dealing with digital products, multiple platforms, and team
Monthly bookkeeping (Xero)
Categorizing income & expenses
Bank + payment processor reconciliations (2 platforms)
Email support for “WTF is this?” questions
Simple monthly reports
Quarterly tax-ready reports
CPA-ready books at year-end
CFO insights for $1M+ coaches and course creators ready to make data-driven decisions
Monthly bookkeeping (Xero)
Categorizing income & expenses
Bank + payment processor reconciliations (2 platforms)
Email support for “WTF is this?” questions
Simple monthly reports
Quarterly tax-ready reports
CPA-ready books at year-end
Monthly ‘Your-Financial-Insights’ Videos
Quarterly review calls
Simple Cashflow forecasting
Local VAT filing
Payroll for employees
(Price depends on number of transactions & payment platforms)
Monthly ‘Your-Finanical-Insights’ Videos
Quarterly review calls
Simple Cashflow forecasting
Local VAT filing
Payroll for employees
Strategic Cashflow forecasting
Monthly strategy meeting
Profit by product / offer line
Marketing financial review (so you know your efforts are paying dividends)
Budget vs. actuals
Scenario forecasting (what if I hire, cut ads, launch again?)
(Price depends on number of transactions & payment platforms)


We clean up your books, set things straight, and give you a clear starting point.

We install smooth systems that keep your finances on point—and give you back your sanity.

Use your financial insights to make CEO decisions and grow with confidence!


After working with other accountants who just didn’t get our business, Debbie helped us to make sense of the numbers, catch up on our filings and make sure we were doing things right for both our UK and US company filings. It’s a huge relief to have it sorted! Thank you Debbie.
We’d worked with other accountants before, but they just didn’t get our business. Debbie stepped in, helped us catch up on everything, made sense of the numbers, and got our UK and US filings on track. It feels so good to finally have it all sorted. Massive thank you, Debbie!
Youmna, Website.

Bookkeeping essentials for startup agencies making $50k–$250k/year. For founders with a small team who want clean books, compliance handled, and simple financial support.
Monthly bookkeeping (Xero)
Income/expense tracking (biz bank, stripe, paypal, other + director claims)
Local VAT filing (if applicable)
Simple monthly reports
Monthly video insights
Quarterly financial reviews
Quarterly tax-ready reports
Email support for “WTF is this?” questions
CPA-ready books at year-end
(Price depends on number of transactions & payment platforms)


Bookkeeping & compliance with CFO insights for growing agencies (£250k–£1M/year) who need clarity on margins and financial performance.
Monthly bookkeeping (Xero)
Income/expense tracking (biz bank, stripe, paypal, other + director claims)
Local VAT filing (if applicable)
Simple monthly reports
Monthly video insights
Quarterly financial reviews
Quarterly tax-ready reports
Email support for “WTF is this?” questions
CPA-ready books at year-end
Profit by service/product (so you know what to cut and what to double down on!)
Profit by project and team (so you know when scope creep is eating your margins!)
Strategic cashflow forecasting
Budget vs Actuals
Monthly financial review calls
Quarterly strategic & profit planning sessions
Local VAT filing (UK only)
(Custom based on your setup)

CFO insights for $1M+ coaches and course creators ready to make data-driven decisions
Monthly bookkeeping (Xero)
Income/expense tracking (biz bank, stripe, paypal, other + director claims)
Local VAT filing (if applicable)
Simple monthly reports
Monthly video insights
Quarterly financial reviews
Quarterly tax-ready reports
Email support for “WTF is this?” questions
CPA-ready books at year-end
Profit by service/product (so you know what to cut and what to double down on!)
Profit by project and team (so you know when scope creep is eating your margins!)
Strategic cashflow forecasting
Budget vs Actuals
Monthly financial review calls
Quarterly strategic & profit planning sessions
Local VAT filing (UK only)
Scenario forecasting (what if you hire, increase ads, add service?)
Marketing spend analysis & ROI tracking
Strategic planning tied to business goals
Weekly Financial Reports
Monthly Debtor reports (so you know who to follow up with for your money!)
Monthly strategic financial calls
(Depends on business complexity)



After working with other accountants who just didn’t get our business, Debbie helped us to make sense of the numbers, catch up on our filings and make sure we were doing things right for both our UK and US company filings. It’s a huge relief to have it sorted! Thank you Debbie.
We’d worked with other accountants before, but they just didn’t get our business. Debbie stepped in, helped us catch up on everything, made sense of the numbers, and got our UK and US filings on track. It feels so good to finally have it all sorted. Massive thank you, Debbie!
Youmna, Website.

After working with other accountants who just didn’t get our business, Debbie helped us to make sense of the numbers, catch up on our filings and make sure we were doing things right for both our UK and US company filings. It’s a huge relief to have it sorted! Thank you Debbie.
We’d worked with other accountants before, but they just didn’t get our business. Debbie stepped in, helped us catch up on everything, made sense of the numbers, and got our UK and US filings on track. It feels so good to finally have it all sorted. Massive thank you, Debbie!
Youmna, Website.

Get a clear, no-fluff audit that exposes profit leaks, cash flow risks, and financial blind spots — so you know exactly where to fix and how to scale confidently.
Includes:
✔️ Review of your bookkeeping and key financial reports
✔️ Margin analysis across clients/projects
✔️ Identification of gaps and missed opportunities
✔️ A 60–90 min strategy call with tailored recommendations
✔️ Clear action plan to boost profits and fix leaks
Ideal if you want a taster before committing to ongoing support and want expert insights now.
Get a clear, no-fluff audit that exposes profit leaks, cash flow risks, and financial blind spots — so you know exactly where to fix and how to scale confidently.
Includes:
✔️ Review of your bookkeeping and key financial reports
✔️ Margin analysis across clients/projects
✔️ Identification of gaps and missed opportunities
✔️ A 60–90 min strategy call with tailored recommendations
✔️ Clear action plan to boost profits and fix leaks
Ideal if you want a taster before committing to ongoing support and want expert insights now.

Numbers don’t have to scare you!
Stay on top of your numbers and stop stressing over taxes with this easy-to-follow checklist.
Numbers don’t have to scare you!
Stay on top of your numbers and stop stressing over taxes with this easy-to-follow checklist.



HOME
ABOUT
WORK WITH ME
BLOG
CONTACT
PROFIT PULSE TRACKER
PROFITABLE CEO MEMBERSHIP
DONE FOR YOU BOOKKEEPING
PART TIME CFO
TAX FILING PARTNERS
AFFILIATES
HOME
ABOUT
WORK WITH ME
BLOG
CONTACT
PROFIT PULSE TRACKER
PROFITABLE CEO MEMBERSHIP
DONE FOR YOU BOOKKEEPING
PART TIME CFO
TAX FILING PARTNERS
AFFILIATES

