Let’s Take Your Business To The Next Level

Our proven three step method will take your Gym/Studio Business to the next level.

1

Set Up and Clean Up

If you want to increase your profits and cash flow, we need to first set your foundations. Here we clean up your processes and procedures. If needed, we implement new processes to ensure you are getting the best data possible.

2

Processes and Procedures

Now that we have your foundations in place, we make sure your processes and procedures are efficient and effective. By doing so, we can provide you with information rich data and reports.

3

Management and Growth

It’s time to take your business to the next level! With your foundations set, we can now advise you on what is needed to increase your company’s profits and performance. We manage everything and give you specific action steps to stay on track and help your business grow.

Services

Catch Up Bookkeeping

Is your bookkeeping falling behind and you need it ready for tax season? Our clean up service will bring your records up to date so you can file your taxes with confidence.

Includes:

  • Review of your chart of accounts
  • Reconciliation of your bank accounts to date
  • Review transactions for accurate categorization
  • Adding necessary adjusting entries
  • Tax-ready financials

Monthly Bookkeeping

Are you a busy business owner looking to get a clear picture of your monthly finances without handling it yourself?‍

Includes:

  • Income and expense categorization
  • Bank reconciliations
  • Financial reports sent to your inbox
  • Unlimited support via client portal and email
  • Communication and collaboration with your CPA
  • Valuable insights on financial reports
  • A bookkeeping bestie

Ask a Bookkeeper 1:1

FOR US RESIDENTS ONLY

Calling all DIY bookkeeping small business owners with bookkeeping queries and uncertainty about where to turn! Look no further- I'm here for you! Join me for a personalized one-hour 1:1 session dedicated to addressing all your bookkeeping questions.

Includes:

  • One hour Zoom call with Ana
  • Preliminary questionnaire to discuss the questions and topics you'd like to address during our upcoming call
  • Post-meeting summary provided by Ana, including notes and resources covered during our discussion
  • 1 week of follow up support with Ana

Additional Services

Invoice Processing

Are you struggling with timely invoice processing or ensuring accurate billing? We can help streamline your invoice management and ensure precision with every transaction.

Payroll & Sales Tax Filing

Struggling with payroll or sales tax filing? We streamline both, ensuring accuracy and on-time filing to keep you compliant every period.

AR & AP Management

Do you struggle sending client invoices on time or keeping accurate customer balances? Or perhaps you’re finding it hard to stay on top of bill payments and track what you owe vendors? We can help simplify and manage these tasks for you!

Why it works

Our three step methodology works because it takes a holistic approach to your business. Since we focus on helping Gym/Studio Business Owners, we know the ins and outs of what is needed to strengthen your business. We have seen the bumps that come up along the way and are ready to get your business over them and to the next level.

Book a strategy session

You’ve got questions — I’ve got answers.

Who do you serve?

Although my website is geared toward gyms and fitness businesses, I work with a variety of service-based businesses across different industries.

Fitness is a niche I know well and enjoy working in— but I also support clients in other fields who want their books done right and their finances to make sense.
If your business:
• provides a service
• wants accurate, organized books
• values clear communication
• and wants to understand its numbers better

…then you’re likely a great fit.

My goal is the same no matter the industry: to help you feel confident about your finances and supported as a business owner.

When should I hire a bookkeeper?

This is one of the most common questions I get.

Many business owners wait until tax season to think about their books— but that’s usually the most stressful (and expensive) time to deal with them.
It may be time to hire help if:
• your books are always behind
• your CPA is doing your bookkeeping (and charging you for it)
• tax time feels overwhelming
• you’re unsure what you should be saving for taxes
• your cash flow feels unpredictable
• revenue is growing, but profit isn’t
• you don’t have a clear picture of your finances
• you’re not paying yourself consistently

If any of these sound familiar, bookkeeping support can make a big difference.

What if my books are a mess (or don’t exist)?

You’re not alone— and yes, I can help.

Messy books are very common, especially for growing businesses. While they can feel stressful for you, I see them as something we can fix together.

Cleaning up books is like solving a puzzle:
we take what’s there, organize it, and build a system that makes sense moving forward.
No judgment here— just a plan to get you back on track.

Is there a long-term commitment?

Nope.
I don’t believe in locking clients into something that no longer makes sense for them.
Monthly bookkeeping services can be canceled at any time.
My goal is for you to stay because you see the value— not because you’re stuck in a contract.

Why do I need a bookkeeper if I have a CPA?

Bookkeeping and tax preparation are related, but they are not the same thing.

Your CPA focuses on preparing and filing your tax return.
A bookkeeper focuses on keeping your financial records accurate throughout the year.
Good bookkeeping helps:
• keep your finances organized
• reduce stress at tax time
• make sure deductions aren’t missed
• support better business decisions
• help with loans and financing
• catch errors early
• protect you in case of an audit
• and give you a clearer picture of how your business is doing

In short: bookkeeping supports your CPA’s work and makes your life easier as a business owner.

Do you offer tax services?

No— I don’t prepare tax returns.
However, I’m happy to work with your CPA or refer you to trusted tax professionals if you need one.

My role is to make sure your books are accurate so your CPA can do their job efficiently.

What accounting software do you use?

I work in QuickBooks Online (QBO).
I’m experienced with multiple platforms, but QBO is what I currently use with my clients because it integrates well with banks, payroll providers, and tax professionals.
If you’re already using QBO, I can step right in.
If you’re not, I can help get you set up properly.