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Free 15-Minute Consultation. Lets Get Your Books In Order!
ABOUT ME
👋 Meet Joan
Most bookkeepers hand you reports and disappear. I do things differently, I work with you, not just for you. Based in Denison, Texas, I help business owners get real understanding on their numbers so they can stop guessing, stop stressing, and finally understand what their money is doing.
I don’t just “do your books.” I help you see what’s actually happening in your business.
Why Partner With Me?
Transparency: No more shoebox receipts, messy spreadsheets, or once a year surprises. You’ll always know where you stand.
Real-time understanding : We stay in touch so your numbers actually help you make decisions, not just sit in a report.
Partnership: Think of me as your financial sounding board, helping you know when it’s safe to grow, hire, or invest.
📜 Credentials
Intuit Certified Bookkeeping Professional
QuickBooks® Online & Payroll Certified
Intuit Tax Preparation Trained
Everything is built on strong systems, accurate reporting, and real understanding of your business.
SERVICES
🌱 The Pulse
For business owners who just want clean books, without the stress
What’s included:
Monthly bank & credit card reconciliation
Transaction categorization (everything sorted properly)
Basic financial reports (Profit & Loss + Balance Sheet)
Clean books ready for your CPA at tax time
Best for you if:
You don’t want to think about bookkeeping , you just want it handled.
📊 The Navigator
For growing businesses that need taxes + payroll visibility handled
What’s included:
Everything in The Pulse
Sales tax tracking + filing support
1099 tracking + prep
Payroll entries recorded in QuickBooks
Monthly review of your financials
Best for you if:
You want to stay compliant and avoid tax surprises or payroll confusion.
🚀 The Visionary
For business owners who want to understand their numbers and grow
What’s included:
Everything in The Navigator
Monthly insights into profit + cash flow
Breakdown of what’s actually making you money
Monthly strategy call
Best for you if:
You want to make smarter decisions and grow with confidence.
🧠 QuickBooks Confidence Session
For DIY business owners who want help getting set up right
What’s included:
Review of your QuickBooks setup
60-minute live Zoom coaching session
Step-by-step fixes for your books
Guidance so you can manage it confidently going forward
Best for you if:
You want clarity and control, but don’t need monthly bookkeeping yet.
Catch-Up Bookkeeping
For messy or behind books that need to be cleaned up
What’s included:
Cleaning and organizing past transactions
Fixing and reconciling accounts
Bringing your books fully up to date
CPA-ready financial records
Best for you if:
You need a fresh start and everything brought current.
Cloud Set-Up
For new or disorganized QuickBooks accounts
What’s included:
Full QuickBooks Online setup
Custom chart of accounts for your business
Clean structure built for your workflow
60-minute training session
Best for you if:
You want to start right or fix a messy setup once and for all.
PRICING
The Pulse
Starting at $325/month
✅ Monthly reconciliation (Base pricing covers up to 2 accounts)
✅Transaction categorization & clean data entry
✅ Basic financial reporting (Profit & Loss + Balance Sheet)
✅ Clean, organized books for 100% tax readiness
✅ Ongoing bookkeeping maintenance
➕ Add-On: Full-Service QuickBooks Payroll Processing
➕ Add-On: Invoicing Management (Creating, sending, and tracking client invoices)
No contracts • Cancel anytime
The Navigator
Starting at $495/month
✅ Everything in The Pulse
✅Sales Tax Management: Monthly tracking, reconciliation, and filing via QuickBooks
✅ Payroll Integration: Manual entry of external payroll data for total labor cost visibility
✅ 1099 tracking, preparation, and filing support
✅ Monthly financial review session
➕ Add-On: Full-Service QuickBooks Payroll Processing
➕ Add-On: Invoicing Management (Creating, sending, and tracking client invoices)
No contracts • Cancel anytime
The Visionary
Starting at $995 /month
✅ Everything in The Navigator
✅CFO Bookkeeping Insights: Deep trend analysis based on your historical data
✅ Profitability and margin analysis by project, product, or property
✅ Cash flow architecture and scaling advisory
✅ Monthly strategic planning Zoom session to support hiring and investment moves
➕ Add-On: Full-Service QuickBooks Payroll Processing
➕ Add-On: Invoicing Management (Creating, sending, and tracking client invoices)
No contracts • Cancel anytime
🧠 QuickBooks Confidence Session
Setup Review & 1:1 Bookkeeping Coaching
One-Time: Starting at $350
✅60-minute coaching session
✅QuickBooks review + fixes
✅ Step-by-step guidance
Fixed Project Pricing
Catch-Up & Clean Up
Starting at $150 per month of backlog (up to 25 transactions)
+$50/mo per additional 25 transactions
✅ Clean up past books
✅ Reconcile everything
✅ Bring books current
Base pricing covers one bank and one credit card account. Custom quotes provided for multi-entity or high-complexity cleanup.
Fixed Project Pricing • Rapid Turnaround
QuickBooks® Cloud Set-Up
Starting at $500
✅ Full QuickBooks setup
✅ Chart of accounts built for you
✅Training included
💡 $100 credit applied toward The Navigator if you enroll within 30 days.
One-time implementation • Ready to scale
All businesses are unique. If your needs fall outside these packages, custom quotes are available based on complexity and scope of work.
Base pricing is tailored to your transaction volume and team size; specialized projects like multi-property tracking, back-tax cleanup, or expanded payroll are happily quoted as custom add-ons.
No contracts. Cancel anytime.
WHY CHOOSE US
Your Financial Companion. You won’t just get a cold PDF in your inbox. We sit down to translate your numbers into a roadmap for your life and business goals.
✅ North American Reach: We leverage 100% cloud-based technology
✅ Certified Expertise: Intuit Bookkeeping Certified with a focus on modern small business.
✅ Advisory First: We don’t just deliver reports; we translate them into actionable business advice.
✅ Transparent Pricing: No hidden fees, no long-term contracts. Just value.
🏠 Specializing in the Real Estate Ecosystem
While I work with all small businesses, my heart is in real estate. From landlords and flippers to electricians and contractors, I speak the language of 1099s, job costing, and ROI per door.
Looking for a Bookkeeper Near You?
If you’re searching for:
✅ Bookkeeping services Denison TX
✅ Small business bookkeeping North Texas
✅ Clean up bookkeeping services
You’re in the right place!
Bookkeeping for Small Businesses
Can I afford to pay myself this month?
Looking at your bank balance only tells part of the story. With consistent review of your numbers, you can see what is actually available and make decisions with confidence.
Is it time to grow my business?
Growth decisions should feel intentional, not rushed. When your numbers are clear, you can move forward with confidence whether that means hiring, investing, or expanding.
Your business finances should not feel like something you face alone
There is a different level of clarity that comes from sitting with your numbers consistently and understanding what they are saying.
If you’re ready for structure, clarity, and a more grounded way of running your business, let’s connect.
Let’s talk through your business, your numbers, and where you’re going.
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