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Morgan Livingston

About

Hey, I'm Morgan! Your friendly neighborhood bookkeeper! I've been doing bookkeeping for small businesses for about 20 years. I help Coaches, Consultants, and other small business owners reduce stress around their bookkeeping, helping them achieve work-life balance, and save a bunch of time and money.

Portfolio

Isabel Pett
Business Consultant

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Erin Pohan

About

I help people understand accounting. Highlights -MS Accounting -Full-charge bookkeeping -Public CPA firm experience -Private organization accounting experience -Bank reconciliations and QuickBooks cleanups -Set up and conversion (transitions) of new companies to QuickBooks -Year-end accounting help -Subject Matter Expert developing curriculum for accounting courses -Full compliance with GAAP Extremely professional accountant currently working part-time by choice. The other half of my time is spent caring for my family, running, and overseeing my personal bookkeeping clients. While I work towards my CPA, I will consider other projects to build my clientele. My specialties include small business bookkeeping, QuickBooks conversion, and bank reconciliation.

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Ren McKeon
Small Business CFO & Coach

Portland, OR

About

It's my goal to offer female entrepreneurs honest, practical guidance around their business finances. Cut through the BS societal messaging around women and money, remove the pressure to be an expert and let's look at the numbers as an aide to further your service in the world. If you're feeling stuck around your numbers, I can help. I offer a one hour coaching session to chat about whatever you want - setting up an accounting system, QuickBooks quirks, Am I Doing This Right?, or planning for business growth. With the exception of nitty-gritty tax questions, we can talk one-on-one to clarify any sticky points and get you moving forward. Book a session today - link in my profile.

Skills

Accounting
Goal planning
Strategic thinking
Clarity
Finances

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Kaylee Shipp

About

Hi my name is Kaylee! I graduated in 2021 with a bachelor's in Psychology at Old Dominion University. While I enjoy being in the world of finance at my 9-5 job as a banker, I want to explore a career outside of my normal routine by freelancing and possibly starting my own business. I'm a fast learner and love to problem solve. I'm open to communication and new ideas.

Jenae Juarez
CEO

Ojai, CA

About

We specialize in e-commerce bookkeeping and setting up workflows to streamline the accounting process. E-Commerce is a fast-growing industry and becoming more popular by day as entrepreneurs see the opportunities and benefits of starting online businesses. Are you a startup e-Commerce business and need assistance figuring out your accounting system and tech stack? Are you already established and ready to scale your business?

Lotte Leussink
Expert Bookkeeper & Business Consultant | QuickBooks Pro Advisor

New York, NY

About

Hi there, I'm Lotte, expert bookkeeper and business consultant. I support female founders & entrepreneurs towards balanced and sustainable success with holistic financial & operational strategies. With over 8 years of experience in accounting and management, I've worked with over 100 female founders, entrepreneurs, and freelancers to organize and streamline their businesses for success. My expertise lies in transforming financial chaos into clarity and strategic growth, ensuring your business visions become reality.

Amy Williamson
Accountant, Business Coach, CPA

About

Pivotal Point Accounting assists business owners by creating calm in the chaos. We work with clients to understand not only what's happening now, we assist them in achieving their goals for the future. What does success look like for you? What's the goal for the business? What does retirement look like. When we focus on answers to these questions, we can then frame the short-term and long-term pictures and start putting the pieces together to make your dream a reality.

Megan Spencer

About

Our business is founded on 10 years of friendship. Two brains, two sets of experiences, two sets of skills to bring to any challenge - for the price of one. We will brainstorm together for you, as your operations team. You will gain clarity, feel more energized, and feel confident that you are always moving forward in making your business fit your vision!

Misa Bacon
Bookkeeper

Dallas, TX

About

Hey there, I’m Misa! CEO of Perfectly Kept Books® & Your Go-To QuickBooks Pro. It’s my mission to help women get comfortable with their numbers so they can feel empowered to make better business decisions. Finances can bring up so many fears and anxieties for us. That’s why my focus is on a calming, fun experience that makes you feel right at home. Check out my website to learn more about my services!

Skills

Bookkeeping
Accounting
QuickBooks Online

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Jessie Goldbaugh
Bookkeeper & Advisor

About

A skilled accountant and keen entrepreneur, Jessie brings over a decade of experience resolving complex bookkeeping situations and designing smarter systems. Dedicated to helping her clients feel more capable, Jessie incorporates mentorship into her various services, and she's passionate about sharing her project-management expertise with fellow business owners. Originally from Atlanta, Jessie completed her undergraduate studies at the University of Georgia. After receiving her B.B.A. in International Business with an emphasis in Economics and a Minor in Environmental Law, Jessie went on to earn a Certificate in Accounting from Northwestern University in Illinois. She's a QuickBooks-certified Advanced ProAdvisor and Certified Management Accountant (CMA).

Sarah Brown
Virtual Bookkeeper

United States

About

Hi! I'm Sarah, owner of Finer Things Bookkeeping. I offer Professional Virtual Bookkeeping services to business owners who are ready to eliminate a job they don't enjoy and allow them to get back to focusing on their business. I have a passion for helping others and serving is my joy. I'd love to chat with you about what your needs are in looking for a Bookkeeper. I'm a QuickBooks Online ProAdvisor and a certified Associate Digital Bookkeeper. I don't charge by the hour, but offer packages that are tailored to your needs, keeping your budget in mind.

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Dr. Noor Ali, MD, MPH, CPH

About

Hi, I help FREELANCING FEMALES figure out their best health insurance plan, under 15 mins, for FREE! I'm a medical doctor, global public health expert and licensed health insurance professional. Working with freelancers is my specialty. I offer white glove concierge service for all my clients. I also do medical proofreading, copy editing and fact checking for medical and healthcare communications.

Shannon Kill
Cashflow Consultant

About

I’m Shannon. Yes, my last name is actually Kill 😉I love puns, plants, peanut butter & profit.I make money make sense, like 💫MaGiC✨I’ve got big dreams & an even bigger heart.I believe in creating opportunity for those who have been looked over.I believe when empowered humans band together, we make powerful shifts. SMK Consulting is a woman-owned, metro Atlanta based financial consulting firm serving other neurodivergent and trauma-affected entrepreneurs. We specialize in strategic planning and cashflow management and are the proud creator of the 52 Week Snapshot™!

Mary Drummer
Tax Preparer

Ohio, United States

About

Hi! I'm Mary, an experienced tax preparer who specializes in helping freelancers and entrepreneurs get a handle on their taxes. After facing nothing but frustration when it came to doing my own taxes as an entrepreneur, I decided to take matters into my own hands and learn the ins and outs of the U.S. tax code. Since then, I've been able to help individuals, solo entrepreneurs, and other self-employed clients reduce their tax liability and maximize their refunds. Prior to founding Lotus Financial Group, I worked on political campaigns and in the advocacy space, managing budgets of up to $400,000. I’m always happy to connect with like-minded entrepreneurs. Shoot me a message – I look forward to hearing from you! *This business is Black, Queer, Woman-owned.*

Skills

Individual and Small Business Tax Preparation

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