Signup to get my Free Bookkeeping Checklist!

The Process...

1) Follow the link to schedule a Discovery Call.

2) You’ll be asked a series of questions about your business to determine if we’re a good fit.

3) You will receive a short Welcome video that gives you information about how KPC Bookkeeping will work with you. Please watch this before our Discovery Call so we can make the most of our time together.

4) We’ll meet via Zoom to get to know each other, and I’ll give you a preliminary quote!

5) If that range is reasonable to you, I’ll request some materials so I can do a full diagnostic report, which will be yours to keep whether you engage my services or not! This will also include a proposal for our work together. 

The investment for this diagnostic report and proposal is $250.

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And then what happens?

  • Once you sign your proposal, we’ll set an onboarding date and get right to work on an engagement letter and setting you up in my client portal.
  • I’ll get going on your setup, cleanup, and catchup. We’ll have a lot of contact at this stage.
  • When the cleanup is complete, we’ll have our first advisory session (see below).
  • We’ll commence with monthly services!

Your advisory sessions

  • Review the overall health of your business
  • Teach you a simple bucket system to utilize in order to pay yourself, save for taxes, cover your operating expenses, and have BONUS money.
  • Answer questions like, when can I afford to hire? Can I afford some new equipment?
  • Help you set goals and long-term plans based not just on your numbers, but on what excites you!
  • how to prepare for tax season
  • Advise you on how to get ready to seek investors or apply for loans.
  • have the information you need to make business decisions that also feel good in your soul

And a bonus!

Lifetime access to the Bookkeeping: Beyond the Boring bundle

After your advisory sessions, you can choose to book more at an additional cost, or utilize the easy-to-follow lessons to do some simple calculations to help you make great business decisions.


What People Say About Us...

As a new business owner, I have benefited immensely from Kaela's services. She is so thoughtful and tailors her work to my particular needs. I would definitely recommend her to anyone else looking for a bookkeeper!
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Sarah Connor,
Owner, Maison Green
Kaela has been an amazing addition to my business! She has really helped me see my business from different angles which has helped me make decisions about where to spend money (or not!) and make sure I'm paying myself. I appreciate her understanding of the challenges of growing a small business. I feel like she really gets it and wants to see me succeed. She has helped me see all of the wins I have already achieved and pushed me to continue building towards my vision and goals. Highly recommend Kaela!
Emily A. Piazza
Owner, Nourished Journey Nutrition
When I hired Kaela I assumed I would hear from her 1x a year before taxes and know nothing about my books. It's been over a year working with her and I can't say enough good things! Being a new business owner is stressful and NOT having to worry about my books is so relieving!
Robyn Linscott
Owner, Dust Busta Cleaning