Calm, Clear Bookkeeping for Solopreneurs
Professional, reliable partnership for building consistent, clear financial systems.
Professional, reliable partnership for building consistent, clear financial systems.
As a solopreneur, you want to focus on serving your clients and growing your business. But you also know your numbers matter.
Managing your own bookkeeping can be confusing, time-consuming, and easy to put off. You want clarity, consistency, and a partner you can trust to help you keep your business on solid ground.
That’s why I created the Momentum Program—a supportive, professional bookkeeping service designed to work with you.
Momentum isn’t just “done-for-you” bookkeeping—it’s a partnership that gives you calm, clear financial records every month so you can plan, grow, and serve your clients confidently.
✅ Clear & Accurate Books
Every transaction is categorized and reconciled monthly so you always know where you stand.
✅ Simplified Receipt Management
No more messy paperwork—easy, secure storage through HubDoc.
✅ Monthly Reports You Can Understand
Profit & Loss, Balance Sheet, and Accounts Receivable Aging reports delivered clearly, so you can make informed decisions.
✅ Professional, Consistent Support
Steady, reliable communication to keep everything moving smoothly.
Momentum is for solopreneurs earning up to $500,000 annually who want reliable, straightforward bookkeeping—and who are ready to be true partners in the process.
This service isn’t about handing off responsibility and forgetting about it. It’s about creating a calm, clear system you can trust, with expert guidance at your side.
We’re here to handle the details with care and professionalism. You’re here to stay engaged with your numbers enough to make confident decisions.
✔️ Consistent, timely communication.
✔️ Submitting receipts and documentation as agreed.
✔️ A willingness to learn enough to stay engaged with your numbers.
✔️ Respect for the systems we use to keep things simple and smooth.
Momentum Core isn’t just a service—it’s a partnership. You’re choosing a calmer, clearer way to manage your finances, with expert guidance supporting you.
I'm not here to rescue you from your numbers. I'm here to stand with you.
I handle the details so you can confidently focus on serving your clients, knowing exactly where your business stands.
This is a partnership built on:
✨ Clarity
✨ Calm
✨ Consistency
✨ Respect
✅ Welcome Email with clear next steps.
✅ Personal Onboarding Call to understand your business and set you up for success.
✅ Secure Setup of your financial tools.
✅ Professional Monthly Bookkeeping you can rely on.
✅ Consistent, Responsive Support.
✨ $350/month
Clear. Consistent. No surprises.
Momentum is designed as a true partnership, built on calm, clear systems and mutual respect.
As my practice grows, this service will be offered exclusively to active Journey members as an add-on, deepening the support for those truly committed to their financial clarity.
For now, Momentum remains available to all solopreneurs ready to show up, do the work, and partner in building steady, clear financial practices.
✨ Ready for steady, professional support with your bookkeeping?
✨ Book Your Discovery Call Today.
✅ Do I need to commit long-term?
No long-term contracts. Stay as long as it serves you.
✅ How do I start?
Book your discovery call. We’ll talk through your business, answer questions, and set you up smoothly.
✅ What software do you use?
We use Xero, QuickBooks Online, and HubDoc. We can work with your existing subscription or help you set one up.
✅ Do I get direct access to Stacy?
Yes. You’ll have regular check-ins, direct messaging, and responsive support when you need it.
✅ How quickly can I start?
Typically, onboarding is completed within two weeks of your call and providing your account details.