A hands on six month partnership that gives you bookkeeping and accounting systems you can rely on and the confidence to run your financials in-house.
Keeping your bookkeeping inside your business matters to you, but it hasn’t come together in a way that feels clear or easy to manage. You’ve put in real effort, and you’re not starting from scratch. You just need a process that fits your business and support that shows you how to run it with confidence.
You might be seeing:
You are not alone in this. Many small business owners reach a point where they want in-house control and visibility but need a better process to support that goal. With the right structure and guidance, your bookkeeping can run in a way that feels clear, manageable, and built for your business.
You want to keep your bookkeeping inside your business, but you want a process you can trust and a clear way to run it. You are not looking for another course or a patchwork of advice. You want hands on support, a real path to follow, and training that matches the way your business works.
With Own Your Books, you get a guided, six month experience that blends done for you bookkeeping, systems design, and step by step training. Instead of guessing at what needs to be done or how to do it, you learn your bookkeeping and your accounting with a process created for your business.
Every part is documented and taught in a way that you and your team can understand and use with confidence. This is real support for in house bookkeeping, delivered through a clear and practical bookkeeping training program that fits your business.
You’ll get:
This is small business bookkeeping and accounting built to give you the knowledge, process, and confidence to run your books in house. If your books need cleanup before we begin, that is handled through Clean Slate before starting this program.
You have a defined path to follow each month, so you always know what needs to happen, when it needs to happen, and who is responsible.
You’re no longer wondering if something was missed because your bookkeeping follows a documented, repeatable process you understand.
Your books keep running accurately even when roles shift, because the process lives in your business, not in your head.
You’ll book a call so we can talk through your business and confirm this program is the right fit. After the call, we complete a diagnostic review of your books to determine what needs to happen first.
Over six months, we build your bookkeeping process, document each step, and train you or someone on your team using recordings and written guidance. You learn the system as it’s built, taking on more responsibility as you’re ready.
By the end of the program, you have a complete bookkeeping system and clear training built from your business. Your books can be run accurately and consistently in house, even as roles or workload change.
You get a complete bookkeeping and accounting system built around how your business actually operates, not a generic template.
Your monthly processes are written out step by step so nothing lives only in your head and nothing gets missed.
You receive Loom videos, screen recordings, and written guidance that show exactly how your bookkeeping works in your business.
You always know what needs to happen each month and in what order, so your books stop feeling like a guessing game.
When questions come up, you get guidance and recorded answers that help you understand what to do next without figuring it out alone.
By the end, your books can be run accurately in house with a process your team can follow, even when roles or workload change.
That is completely okay. If your books need a cleanup before we begin, we handle that first through Clean Slate. Own Your Books starts once your books are current enough for us to build your system and teach you the process in a clear, accurate way.
No. You do not need any bookkeeping or accounting knowledge before we start. It does help if you are comfortable with technical terms or basic math, because some parts of the training will make more sense right away, but nothing requires you to be an expert.
You will learn the pieces you need for your business, but not every bookkeeping or accounting concept that exists, because six months is meant to train you on what matters most for your actual workflow.
Own Your Books works whether you plan to take on the bookkeeping yourself or want one team member to learn the process. We teach one person at a time, and the training library makes it easy to pass tasks to others later if your team changes.
There are two parts to this answer. During the program, month four is usually the busiest because that is when you or your team member are learning the bulk of the process with us. Month five is lighter because you begin taking on some of the tasks while we guide you through the rest.
Month six feels more natural because you are doing the work with support as needed. After the program ends, most people spend less time on their bookkeeping because the system is clear, documented, and easy to follow.
You have a full week after the program ends to ask questions as you settle into the workflow. If you want ongoing support after that, you can join the [Small Business Books Collective], where you get continued guidance, answers, and help as new situations come up. This is a simple way to stay supported without handing your bookkeeping back over to someone else.
Before we begin training or building your system, we complete a diagnostic review to understand how your bookkeeping is currently set up and whether it’s ready for this program. This helps us confirm the right starting point and ensures we’re teaching from accurate numbers.
If a cleanup is needed, we begin with Clean Slate first so Own Your Books can focus on building and training a system that works long term.
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