The Balanced Books Bundle: Done-With-You Bookkeeping

It’s time to grasp hold of your numbers, increase your profits, and grow your pharmacy business with a bookkeeping expert by your side.

Welcome to The Balanced Books Bundle.

As a busy business owner, there are so many things on your “to-do” list. Add in business finances and now you’re just stuck. You have your receipts in an envelope somewhere and you’re trying to keep track of expenses using an Excel sheet.

Don’t get me wrong, I love Excel. But there’s a better way.

And as a pharmacist, you know the numbers piece is SO important in the puzzle of your business. But for some reason, you cannot make sense of it and bring it all together.

Enter: The balanced books bundle!

How do I know this?

I’ve been in your shoes.. and there is a better way!

I’ve been part of a small business and had no idea of the value of bookkeeping to its success.

And as a professional bookkeeper for the past 5 years, I’ve witnessed firsthand when small business owners become overwhelmed and stressed at tax time when the CPA is requesting “the numbers”.

This is time and energy that can be focused on their clients or on scaling their business.

And I get it. You’re stretched beyond thin.

There are only so many hours in the day without having to worry about tracking expenses and running financial reports that you don’t know how to read.

But I want to share my expertise with you and show you how a small investment today can save you $5,000 (or more!) and tons of frustration down the road.


The Balanced Books Bundle

The done-with-you bookkeeping program that ensures your books are in order from the get-go. And stays that way. You’ll go from super anxious to confident when it comes to your numbers. That’s because I’ll be by your side, answering your questions and guiding you along the way.

You’ll be able to track your income and expenses as well as run reports. So you can read your financials and make better business decisions. And maybe even pay yourself. 😉

I understand. In an ideal world, you would have a qualified bookkeeper taking care of all the financial stuff for you. And trust me, I would be so honored! But when you’re in start-up mode, outsourcing the books is not always possible or within budget. Two years of outsourced bookkeeping would set you back ~$12k.

On the flip side, DIY-ing your books without support could have you spending $5k for clean-up services later down the road if things are messy and not tracked correctly.

So for a fraction of the price, why not do your books yourself with a bookkeeper in your back pocket, providing support and guidance to set your business up for success!

Let’s get down to business

Here is what we cover…

First things first

VIP Lunch Date

Let’s meet over Zoom to set up your books the right way.

  • Pick the accounting software that is the best fit for your business and budget.
  • Take a guided tour of the accounting software
  • Develop a customized chart of accounts
  • Connect bank accounts to the automatic bank feed
Maintenance mode

VIP Facebook Group

Get LIFETIME access to the VIP Facebook Group available only to other pharmacy entrepreneurs who are in the same shoes.

  • Recorded tutorials on the bookkeeping basics, such as coding transactions, reconciling accounts, and running reports
  • Direct access to me for questions and support
  • Monthly office hours via Facebook Live
  • Tax reminders and other best bookkeeping practices

Quarterly Check-Ins

Access to an accountability partner (me!) to make sure you stay on top of your bookkeeping and quarterly taxes.

  • Quarterly check-ins for the first year via Zoom
  • Review financial reports and set goals for the next quarter

How Do I Know if This is For Me?

Perfect for you if:
  • You see the value in bookkeeping but don’t know where to start
  • You are a start-up with less than 100 monthly transactions
  • You are eager to learn and put in the work
  • Your time matters to you, and getting the exact help you need is invaluable to you
Not a fit for you if:
  • Your business has more complicated transactions, such as inventory and payroll
  • You’ve scaled successfully and can afford to outsource your books
  • You’re ready for more advanced services, such as budgeting, cash flow management, forecasting

Still have questions?

Let’s Chat!

Book a free consultation to talk through your specific situation and if The Balanced Books Bundle is right for you.

pay in installments
three monthly payments
  • 2-hour VIP Zoom Call
  • customized chart of accounts
  • lifetime access to private support group
  • quarterly check-ins x 1 year
One time Payment
  • 2-hour vip zoom call
  • customized chart of accounts
  • lifetime access to private support group
  • quarterly check-ins x 1 year