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choose the right OPTION for you.

Whether you want to hand over the tedious task of balancing your books or level up in your finances with coaching, I have the right package to meet you where you are at.

If you have different needs than what is listed below, contact me and we can tailor a package just for you.

Let's get started!

You have options.


Categorize income + expenses
Reconcile up to 3 accounts
Monthly financial reports
Quickbooks subscription
Unlimited email + phone support
Communication with tax preparer as needed

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Starting at $349

Starting at $499


Financial Coaching

Here's how it works

Ready to work together?




get to know each other

First, you'll fill out a questionnaire about your business and the services you are interested in. Then, we'll get on a call to make sure we are a great fit. I'll send over the engagement letter and payment options after our call.

hand over the books

Once you've made your first payment, I'll send over an onboarding checklist. I'll set up your Quickbooks account (or catch up your existing account) and get right to work.

ongoing support

I am in your corner and want to see you achieve all of your goals. You can email me with any questions that pop up or get on my calendar for a phone call.

I had my first session with Jennifer, and it alone was so helpful! We have been just barely keeping our head above water lately and have major life changes coming up. She helped me see how I can make it all work without judging me. She didn’t simply say ‘eat out less and clip coupons.’ She has an excellent way of breaking things down and making them understandable.

When I worked for a ‘Big Four’ accounting company as a financial statement auditor, I helped massive corporations get their financial records in order. But I realized I didn’t want to help faceless companies; I wanted to help real people like me. Today, I support women as they build businesses, pay off debt, manage their budgets, and even afford the special purchases they dream about. (New car or beach vacation, anyone?)

Numbers don’t have to be scary. In fact, it’s empowering when you have full understanding of how they work and where your money is going. Taking control of your finances means improving your life across the board.

I’m here to make bookkeeping and tax time easy.

My name is Jennifer Pham