Know Your Numbers—Without the Stress
I make sure the numbers you need are always at your fingertips:
- Clean, Accurate Books
- Organized Transactions
- Tax-Ready Reports
- Easy to Understand Financial Insights
- Training for DIY’ers: For those not ready to offload yet, but needing help with your financial software.
When your books are in order, you can make decisions with confidence.
Bookkeeping Built Around You
No two businesses are the same, and your bookkeeping shouldn’t be either.
I customize every setup to match how you work and what you need most:
I offer:
- Flexible Services
- Industry Know-How
- Collaborative Approach
This is more than just tracking numbers. It’s about building a strong foundation for everything you do.
Let’s Get Your Books Working for You
You’re already working hard—your bookkeeping shouldn’t make it harder.
Let’s set up a system that keeps everything running smoothly, so you always know where you stand and where you’re headed.
Frequently Asked Questions
How much do you charge?
That depends on what you need and how involved you want us to be. We will discuss what amount of help you are wanting on our call then I can give you a more precise cost.
How much work will I have to do as the owner?
Depending on how much you have us handle, there will be a certain level of engagement each month so that we can stay current and so you can stay informed. It’s to be expected that the first few weeks will be more intensive as we are setting up processes and access to systems. But we’re a team, so we’ll discuss with you how hands-on you want to be so that you will be completely happy with our partnership.
Can you help my business be profitable?
We can help you understand your numbers and how to start to move them towards reaching your goals. We coach to clear, easy to understand cash flow systems for both professional and personal finances. We also offer an additional CFO Service called Benchmarking, which allows you to compare your business to other like-businesses in the industry, giving you a better overall understanding of your business' financial health.
Are you going to change everything in my business?
We will suggest how you can improve things, but it’s up to you to decide whether you will implement our suggestions. Remember that the old way you’ve been doing things is not working for you, which is why you are coming to us in the first place. If you are willing to try our suggestions and give constructive feedback then you will be confident that the changes you make will transform your business for the better.
Do you do taxes?
No… but we will work with your tax professional. If you are seeking specific tax advice we can work together to find one to meet your needs.
Can I trust you to handle my accounts?
I used to be a 911 dispatcher and assistant bank manager so I have passed a lot of background checks and understand account security. My business is based on confidentiality and integrity, it’s my personal code of ethics that I have developed into a reputation. That said, what I’ve found that works best is to start out small, like a first date, with a face-to-face or Zoom meeting. We can get to know each other and see if we’ll be a good fit for working together, slowly building trust. We can progressively do more working towards a long-term, trusted relationship that is good for everyone.
How do we know if we will be a good fit?
What we’re looking for in a client is that they are CLEAR: Curious about their numbers, Led by purpose, Eager to grow, Aligned with values (integrity, purpose, respect for boundaries, collaborative) and Ready to transform. Let’s chat and see if we’re what you’re looking for?
What if things don't work out?
If you decide that you no longer need our help, rest assured that you will retain complete control of your systems and your data. Since you are the owner of your financial software files you will still have total access. But we’re confident that once we work together for a while, you’ll be so happy that you’ll want to have us at your side as your business continues to grow.
Customer Reviews
Here are some comments from several of our recent clients
When Jamie and I first met, it was at my dining room table over a mountain of receipts, overdue bills, and invoices. I was overwhelmed and ready to walk away from my dream business. Jamie quickly came up with a plan on how we were going to clean up my business finances. She efficiently and effortlessy turned my financial mess into a success. Jamie has taught me everything I know about Quickbooks, and now I can run reports and projections successfully. Now, I'm able to focus on the actual business and not just struggle with finance management. Jamie's expertise gave me peace of mind and she is legitimately the backbone of my small business. If you're looking for a partner for your business, Jamie is your person! RodeoCityRanch, May 12, 2023
Over the last 5-6 months I have gotten to know Jamie really well. I have found her very easy to work with. She is a very positive person. Very knowledgeable In the field of quick books. She answers all questions. We have been having Zoom meetings Every Tuesday for the last 5-6 months. Everything has worked out really well. Jamie knows Quickbooks. You will find working with her very inspiring, pleasant, fun but she is all business And gets the job done. If you are needing help when it comes to quick books I can highly recommend her service. McNeight, April 30, 2024
Jamie has provided the background and resources needed for my small business. Her expertise and knowledge packaged with a pleasant and professional attitude was refreshing in our business world today. jtmco, December 29, 2023
Jamie’s knowledge in her field is unbeatable. She helps create a profitable business with her knowledge in QuickBooks Online, Desktop, and Payroll. She can analyze reports to show where you can be more budget friendly and cut down over head costs. I would trust her with any of my books. House Accounts, December 28, 2023
She makes my business life easier. I can't say enough good things. Incredibly patient, pleasant, committed, organized, attention to detail with a commitment to do it right. No doubt, would recommend. Cbs1989, April 4, 2023
I met Jamie about a year ago. I was looking for help with my workload, and a colleague recommended her. In a tight labor market, where good bookkeepers are hard to come by, I hit the jackpot with Jamie!! And "good" isn't the proper adjective...she's amazing! I was hoping for someone that could catch on to bookkeeping. Jamie is that and more. She has her Advance ProAdvisor Certification (it's not uncommon for CPAs to fail), takes copious client notes, gives me client updates daily, and is highly motivated to learn more. That's the person I want on my team!! Insightful Accountant Top 100 ProAdvisor, April 18, 2023
"Amazing skill and patience. I am new to book keeping. My nonprofit really needed the books cleaned up and I needed training in Quick books. Jamie embraced the challenge, consulted a trusted colleague knowledgeable in Nonprofits when needed and passed on her knowledge. I know I am in good hands. Blue, March 5, 2023
Jamie Gohsman has been an integral part of my business for 10 months now. I strongly believe without her expertise and high level of competence that my business would not be as successful as it is! Would you like to have a bookkeeper that make's your business even more fabulous? CornerOffice, April 17, 2023
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Take the next step
So what’s next? If you’re ready to move forward, your next step is to schedule a free consultation video call.. We get to know each other, find out what your business needs, and see if we’re a good fit.
If we decide to move forward, then the next step is a deep-dive diagnostic of your accounting system. You'll receive a C.L.E.A.R. Check that rates the health of your financial systems—think when you go see the dentist, they don’t just fix things without taking x-rays -. t's a clear snapshot of where things stand. From there, I’ll create a proposal that outlines what needs to be done, who will do the work, the projected cost, and an estimated timeline. When you approve the proposal, then we’ll get to work.
To get the ball rolling, all you need to do is click the button below to schedule the call and we’ll take it from there.
