Book Your Way
If you are not comfortable yet with zoom, there are the options of phone call, or (if you are local) meet in person.
If you choose to do a zoom chat (most popular), it could take about 30 mins to a max of 40 mins.
If you choose a phone call, we can chat as long as you like till your questions are answered.
If you are local, Eastern Shore of Virginia, we can meet up anywhere you like and have a coffee!
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The real reason is one most bookkeepers/accountants haven’t told you…Because, frankly, they don’t care to take the time to personally care about the success of your business.
“Bookkeeping is just data entry.”
Truth: Modern bookkeeping is about insights, strategy, and keeping your business financially healthy—not just recording transactions.
“I don’t need a bookkeeper until I’m making more money.”
Truth: Clean books are how you make more money. They help you see what’s profitable, where to cut costs, and how to grow smart.
“My accountant will handle it.”
Truth: Most accountants rely on you to keep accurate books. Without a bookkeeper, you risk late reports, missed deductions, and expensive cleanups.
“Bookkeeping is only for taxes.”
Truth: Bookkeeping helps you manage cash flow, plan ahead, and make confident decisions all year long—not just in April.
“DIY bookkeeping saves money.”
Truth: It often costs more in time, stress, and missed opportunities. A professional keeps things clean, accurate, and set up for success.
How Partnering with Small Business Owners Forced Me to “Break” My Business…And Crack the Business Trifecta (Lifestyle, Profitability, and Growth) As a Result
I Had to Ditch the One-Size-Fits-All Approach
Working with passionate, scrappy business owners showed me that no two journeys are alike. I had to break my cookie-cutter systems and build more flexible, tailored solutions—and in doing so, I became a more effective, in-demand partner.
I Had to Let Go of Being “Just the Bookkeeper”
Clients needed more than reconciliations—they needed clarity, perspective, and someone who could translate their numbers into next steps. That shift positioned me as a true strategic partner, not a behind-the-scenes vendor.
I Had to Set Real Boundaries (Finally)
Trying to “be there” 24/7 wasn’t sustainable. Supporting service-based business owners taught me that my business had to be structured too. Once I set better boundaries, I protected my time—and my clients got a better version of me.
I Had to Learn to Charge for the Value, Not the Time
Many small business owners undervalue their time, and it rubbed off on me—until I realized that results matter more than hours. I restructured my pricing around value and outcomes, and watched both my confidence and profit margins grow.
I Had to Get Comfortable Saying No
Working with the wrong clients drained my energy and slowed my growth. Partnering with small businesses helped me get crystal clear on my niche and say no to work that wasn’t aligned—making room for clients I love working with.
I Had to Stop Scaling Like Everyone Else
The traditional “agency” growth model didn’t fit. I had to break the rules and build a business that scaled my way—lean, intentional, and centered around long-term partnerships, not volume.
I Had to Redefine Success
Serving real humans with real goals helped me stop chasing vanity metrics and start building a business that supported the lifestyle I actually wanted. Growth became intentional, profit became sustainable, and work became meaningful again.
Why Most Bookkeepers/Accountants Aren't Seeing You as a Person, but a Number
When you find someone with the heart (and knowledge) to do your bookkeeping that you can trust.... it's golden!
Having more time with your family: Tired yet of trying to figure it out all on your own, you don't have to!
Being able to focus on your business the way you imagined: Was bookkeeping apart of the dream? (It was for me!) Seriously though, do you know how to even categorize everything for the best tax deductions?
Finally increasing your income... every month: With someone you can count on, I'm here for you with actionable data you can use to make the best financial decisions. Every month, you will get financial reports from me.
Building up your business: I hope you know your numbers! Need a loan? Need the reports to show the loan investors? How about that shiny new piece of equipment you've been eyeing? Know what's coming in every month versus what's going out?
Everyone is starting somewhere different. Different circumstances... different advantages. Not everyone is so lucky like us to build our dream businesses.
In fact, I probably wouldn’t have either if I hadn’t had a very unique set of advantages:
It took a while... almost 40 years, to put together what my best traits were. Then figuring out how to combine my passions with what I could do... fugetahboutit! But I did it!
I had mentors that still have my back today. If I have a question, I will research it and get the answer. I've become real resourceful in my journey.
Yes, I might have a college education... but I'm someone who had to rely on financial aid for most of it! AND, it wasn't even at all about bookkeeping for most of the time. I didn't even think of gearing towards "accounting".
I have a support system, I have great parents and a wonderful husband (who can only put up with me and watch as I do what I do)... I've been on many journeys to get to this point.
I put all the belief I had in myself to make this happen.... more importantly, for my kids. I wanted to really be present with them and do things with them. So I sucked it up and invested in myself.
How to Close the Gap Between Your Current Business Revenue…
And Your Desired Business Revenue
Know Your Numbers Like a CEO
You can’t grow what you don’t understand. Regular financial reports show where your money is actually coming from—and where it’s leaking. When you have clarity, you can make smarter, faster decisions that move you toward your revenue goals.
Raise Your Prices with Confidence
Many service-based business owners undercharge out of fear or uncertainty. With clean, up-to-date books, you can see your margins clearly—and know exactly when it’s time to raise your rates to reflect the value you bring.
Focus on Your Most Profitable Services
Not all revenue is good revenue. Your books can show which services are worth your time and which are dragging you down. Doubling down on what’s profitable helps you grow faster without working more.
Cut Hidden Costs That Don’t Serve Growth
Your expenses hold hidden power. Bookkeeping reveals recurring charges, underused tools, or unnecessary subscriptions—freeing up cash you can reinvest into your team, marketing, or offers that generate real ROI.
Plan for Growth Instead of Hoping for It
Growth doesn’t happen by accident—it takes intentional planning. With solid financials, you can set realistic targets, track progress monthly, and course-correct in real time. No more guesswork—just a clear path to the revenue you actually want.
Strategy and Structure You Can Take To the Bank
Let’s be clear:
Build a Monthly Money Routine
Treat your finances like a business meeting. Set aside time each month to review your profit & loss, cash flow, and goals. With support from your bookkeeper, this habit turns financial fog into focused action—and helps you stay in the driver’s seat.
Separate Your Money with Intention
Structure your accounts for clarity: operating expenses, taxes, and profit shouldn’t all live in one place. When your money is organized, you can save more, spend wisely, and never be surprised at tax time.
Use Financial Reports to Guide Growth
Don’t just file your reports—use them. Your bookkeeper can help you interpret trends, spot what’s working, and identify where to scale back or step up. Strategy backed by numbers? That’s how businesses grow with purpose.
1. Streamline the Process
Separate Business and Personal Finances
The #1 way to avoid confusion and cleanup? Keep your business and personal transactions in separate bank accounts. This makes your bookkeeping cleaner, faster, and audit-proof.
Go Digital with Your Receipts
No more shoeboxes or crumpled papers. Use a digital app (like Hubdoc or Dext) to snap, upload, and organize receipts as you go. It keeps your records IRS-ready and saves your bookkeeper hours of chasing.
Set a Weekly “Money Check-In”
Instead of letting tasks pile up, dedicate 15–30 minutes each week to review transactions, send invoices, and upload receipts. Staying consistent reduces errors and keeps you in control.
Use One System for Invoicing and Payments
Choose a platform (like QuickBooks, Wave, or FreshBooks) that lets you send invoices, accept payments, and track expenses all in one place. Fewer tools = less confusion and cleaner books.
Partner with a Pro You Trust
The biggest time-saver? Stop doing it all yourself. A bookkeeper helps you stay on track, avoid mistakes, and gives you back your time to focus on what you do best—running your business.
2. Consistent Traffic
Show Up Where Your Clients Already Hang Out
Instead of trying to be everywhere, focus on one or two platforms where your ideal clients spend time (like Instagram, Facebook Groups, or LinkedIn). Share helpful tips, behind-the-scenes content, or client success stories consistently—and invite people to take the next step.
Use Your Bookkeeper’s Insights to Fuel Smart Marketing
Your financial reports can tell you which services are most profitable and which seasons drive more sales. Use that data to plan content, offers, and promotions that are actually aligned with what’s working—not just what’s trendy.
Make Referrals Easy and Rewarding
Your happiest clients are your best marketers. Create a simple referral system with a clear ask and a thank-you reward (discounts, gift cards, or bonuses). Word of mouth is one of the most consistent and trusted traffic sources out there.
3. Leveraged Delivery
Turn Your Process Into a Repeatable Package
Instead of customizing every offer, create a streamlined service package that delivers consistent results. Use templates, checklists, or automations to cut down delivery time—so you can serve more clients without more stress.
Add a Scalable Digital Offer
Transform your most commonly asked advice into a downloadable resource, mini course, or workshop. Whether it’s “how to prepare for tax time” or “budgeting for service providers,” you can help others at scale—while still focusing on your core services.
4. Robust Systems/Team
When you have a solid bookkeeping system and a reliable team in place, you stop reacting—and start leading. With organized finances, consistent support, and clear processes, you can make smarter decisions, grow with confidence, and finally run your business like the CEO you are.
I just wanted to share with you some of my opinions/advice how to keep going! You've got this!
I believe in a personal-professional relationship experience. We are all people trying to build something greater than ourselves.
You do what you do best, I'll handle the rest (the books)!
Heather Baumgardner
Shall we build your EMPIRE together?
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