Clear and Calm Financial Support for Your Business

Bookkeeping and Coaching for entrepreneurs who are ready to feel more organized, empowered, and in control of their finances.

How I can Help

With Your Small Business Finances

I am passionate about working with entrepreneurs so they can stop stressing about money and start building sustainable businesses. With a background in both accounting and coaching, I bring together practical tools and thoughtful support to help you move from financial fog to clear, confident decisions.

BOOKKEEPING

As a bookkeeper, you receive support with your day-to-day financial management—keeping your records organized, accurate, and up to date, giving you a clear picture of what’s really going on in your business.

COACHING

As a coach, we look at the bigger picture—clarifying your goals, working through mindset blocks, and building habits that support long-term growth.

i’ve been where you are

Second-guessing myself, overwhelmed by conflicting advice, and unsure how to move forward. That’s why I do this work: to simplify the numbers, rewrite outdated money stories, and help you create a business that truly supports the life you want.

IS THIS FOR ME?

LET’S FIGURE IT OUT TOGETHER

Think of your finances like a messy closet. You know everything’s in there, but opening the door feels overwhelming. So you close it again and say, “I’ll deal with it later.”

But “later” keeps getting pushed back and the mess begins to spill into everything else.

Sound familiar? 

You might be ready for support if:

  • You’ve decided it’s time to set aside overwhelm and fear

  • You want a clear picture of cash flow, spending, or what’s coming next

  • You’re ready to leave behind juggling receipts, spreadsheets, or apps and wishing for something simpler

  • You want to feel more empowered with your business money management, but you’re tired of trying to figure it out alone.

You don’t need to be a financial expert. You just need someone who can walk through it with you—step by step—and help set up financial systems for entrepreneurs that actually work in real life.

That’s where I come in. We’ll build systems tailored to your unique business, backed by the right kind of financial support—the kind that makes things feel lighter, not harder.

accounting vs. bookkeeping

THEY’RE NOT THE SAME THING—And Why That’s Important

Do words like “cash flow” and “profit and loss” make your eyes glaze over? Let’s be honest—this stuff can feel confusing, and you’re definitely not the only one who finds the world of small business finances a bit overwhelming.

It’s also totally normal to feel unsure about what a bookkeeper actually does versus what an accountant is responsible for. That confusion can make it even harder to know where to begin.

Here’s a simple breakdown:

  • Bookkeeping is the day-to-day work that supports your overall financial organization, such as tracking what comes in and what goes out, staying on top of receipts, and keeping your financial records correct, current and reconciled for your CPA .

  • Accounting takes the bookkeeping work and uses the information at a higher level for things like strategic planning, tax filing and business valuations.

Imagine a 3 legged stool; you (the business owner), the Bookkeeper and the CPA. All 3 are necessary to provide balance and support so that the stool does not topple over. We all work together and keep each other accountable for our individual roles.

When your books are in good shape, you feel financially organized, and you’re not left guessing. You can make better financial decisions, avoid costly surprises, and hand your accountant exactly what they need—without the last-minute scramble and stress.

Investing in a skilled Bookkeeper sets the foundation for better decisions and less stress—giving you clarity in your day-to-day money management and confidence during tax season and beyond.

FEEDBACK FROM MY CLIENTS

  • April Stearns, Wildfire Community

    "I knew money would be my biggest challenge when I launched my business, so I hired Charyl right away. What surprised me most is how personally she takes my success—she’s not just doing the books, she’s invested in my mission. Charyl brings clarity, partnership, and peace of mind to my business. I finally feel like the confident CEO I’m meant to be."

  • Harmony Slater, HarmonySlater.com

    "I was hesitant to invest in a bookkeeper at first, but Charyl quickly proved to be invaluable. Her systems make things simple—I just track my income and expenses, and she does the rest. My quality of life has improved dramatically, and I finally have time to focus on what I love."

  • Elizabeth Suni, Elizabeth Suni Creative Consulting

    "I was completely overwhelmed, embarrassed, and behind when I first reached out. Charyl made me feel safe and supported from day one—no shame, no judgment. Now, I have peace of mind knowing my books are in order and my finances are no longer a source of stress."

  • Donna, Three Sisters Consulting

    "Before working with Charyl, I couldn’t even reconcile my accounts. It was frustrating and stressful. She made everything clearer and easier, even sending helpful tutorials so I can understand and handle more on my own. I now feel more confident and calm about our books than ever before." goes here

  • Tom Grochmal, TrimTab Retrofits

    "As a startup founder, I wasn’t even sure what a bookkeeper could do. Charyl helped me get organized and educated me along the way. She’s proactive, responsive, and takes initiative—exactly what I needed to build solid financial habits and systems early on."

READY TO GET STARTED?

Book a free 30-minute Clarity Call and let’s talk through where you’re at, what you need, and how I can help. It’s relaxed, informative, and built to give you a clear next step. Not sure what you need? Wondering if this is the right fit? I'm always happy to answer questions—no pressure, no expectations. Just a real conversation.

FINANCIAL CLARITY STARTS HERE

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