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Why I Started Riches Bookkeeping
I have been the small business owner sitting with a CPA, nodding along, and leaving with more questions than answers. I didn’t need bigger words. I needed a clear path. That experience changed how I serve.
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I built Riches Bookkeeping to be the bridge I wish I had. I translate the financial side of your business into practical steps and work with you as we implement them together. No jargon. Just clarity and systems that help you breathe.
My Approach & Expertise
At a Glance
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Location: Remote, serving US small businesses.
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Tools: Secure, trusted cloud platforms
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Meetings: Live calls or detailed video reviews.
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Response Time: Quick responses through the client portal.
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Security: Minimum necessary access for maximum data protection.
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Pricing: Fixed monthly fee after file review
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Owner-First Mindset: Solutions designed for real-world business demands.
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QBO ProAdvisor: Specialized QuickBooks Online setup and optimization.
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Consistent Month-End Habits: Reliable habits that eliminate surprises.
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Clear Reports: Straightforward explanations you can use.
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Tailored Approach: Systems that fit your business, not the other way around.
The Path to Clarity (4 Simple Steps)
We follow a thoughtful and systematic approach that ensures your long-term success. We focus on assessing your unique file, fixing any historical issues, and establishing a consistent monthly rhythm that you can rely on.​
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Cleanup
If needed, we tackle any historical catch-up or cleanup bookkeeping before establishing a routine.
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Monthly Rhythm
We implement your weekly, consistent bookkeeping flow for ongoing clarity.
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Discovery Call
We have a conversation about your business, your goals, and what is getting in the way.
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Assessment
I review what is needed to price failry, which could include a quick file look or a Diagnostic Review.
