Let us run the numbers, so you can run your business!
Ready to outsource the overwhelm?!
Welcome to Happy Books Accounting, where we make accounting less intimidating and more empowering for female entrepreneurs! We understand that managing finances can feel overwhelming, but we’re here to simplify the process and help you build a strong financial foundation for your business.
Whether you're just starting out or looking to level up, our expert team provides tailored, stress-free accounting solutions so you can focus on growing your business and doing what you love. Let’s turn those numbers into your business's best friend!
Happy Books Accounting Services
Raise your hand if:
Growing your business is the ultimate goal, but you have no idea how to get there and don’t know where to start.
Imagine the freedom of knowing exactly where your money is going, every dollar accounted for, and no more late-night scrambling over spreadsheets! Picture the peace of mind that comes with having a clear financial plan, so you can focus on growing your business, not stressing over numbers. No more guesswork, just a confident “I’ve got this”!
Time to say goodbye to the guesswork!
There are so many things to accomplish during the day that bookkeeping is the LAST thing you want to do.
You stress when tax time rolls around as you know it will take forever to get your financials in order.
Budgeting has never been your strong suit and it feels easier to just not think about expenses until you have to!
Process
Additional services available
Our services don’t end at just bookkeeping and additional accounting services are offered to fit your needs!
Time to sit back and relax - your books are now in good hands!
Relaxation
We are here for you to bounce questions off of and provide a second set of eyes whenever needed. Financial BFF, remember?!
Monthly reporting
Receive monthly updates so you can make key decisions timely.
Account reconciliation
Ensures books are accurate and what is in your accounting software matches your bank records.
Income and Expense Categorization
An expert managing the cash ins and outflows of your business weekly.
Here is how it works
Let's Talk Details
Stress free tax time
All tax documents will be compiled and supplied to your CPA by us = no more receipt tracking down for you!
Gut check
5
30 minute call to discuss you, your business and your goals.
Discovery call
1
We will take a peek at your current accounting software to see what shape it is in.
Free bookkeeping wellness check
2
You’ll receive an email with the result of the wellness check and a fee quote for our services.
Free Quote
3
Video call to get all of the necessary info needed to get up and running.
60 minute onboarding call
4
06.
04.
05.
03.
01.
02.
New Business Accounting Setup
Starting a new business? Let’s get your finances off to the right start! Our New Business Accounting Setup service will lay the foundation with a customized system that fits your needs. From legal formation, to chart of accounts and software setup, we’ll make sure your numbers are ready to grow - no stress, just success!
Custom invoice and reporting system
Sending invoices and printing reports should take less than 5 minutes each, so we will program all the settings to make that achievable.
Quickbooks company setup
Stress less knowing the foundation of your Quickbooks account is reliable.
Customized chart of accounts
We will discuss your key income and expense items and customize the software to your business.
Let's Talk Details
Additional add-ons available
nterested in a bill pay system or additional accounting softwares outside of Quickbooks? We’ve got you covered!
04.
03.
01.
02.
Process
During this approx. 2 hour call, we will discuss all of the ins and outs of your new systems.
Final call/training
Here is how it works
5
30 minute call to discuss you, your business and your goals.
Discovery call
1
You will receive an email with an outline of services and a fee quote.
Ffee quote
2
Video call where we will get all of the necessary info to get you up and running.
60 minute onboarding call
3
Sit back and relax while we get all of your systems up and running.
Relaxation
4
Let's Talk Details
Process
Here is how it works
30 minute call to discuss you, your business and your goals.
Discovery call
1
You will receive an email with an outline of services and a fee quote.
Ffee quote
2
We will start with an initial consulting call and add on additional sessions as needed.
60 minute onboarding call
3
Sit back and relax while we get all of your systems up and running.
Relaxation
4
Additional perks and add ons
Completely customizable to you and your business. Use our time to talk taxes, business planning, or other financial topics as needed!
Legal Structure Decision Making support
Weigh pros and cons of available legal structures with a tax expert.
Tax education and planning
Take the stress out of tax time by planning ahead for quarterly and annual filings as well as payments.
03.
01.
02.
Investment
Business Foundation and Tax Consulting
Ready to turn your business idea into a reality? Our Business Foundation Consulting service is here to help you lay the perfect groundwork! From picking the right legal structure to setting up smooth operations and creating a rock-solid business plan, we’ll guide you every step of the way. Let’s make sure your business starts strong and grows even stronger!
Investment: Depending on scope
Monthly Bookkeeping
Say goodbye to the bookkeeping chaos! With our monthly bookkeeping services, we'll keep your numbers in line, so you can focus on growing your business and enjoying the ride. We’ve got the spreadsheets, you’ve got the vision. You can expect monthly reports to track exactly where your profit is so you can make sound decisions at the drop of a hat.
Starting at $500/month
New Business Accounting Setup
Starting a new business? Let’s get your finances off to the right start! Our New Business Accounting Setup service will lay the foundation with a customized system that fits your needs. From legal formation, to chart of accounts and software setup, we’ll make sure your numbers are ready to grow—no stress, just success!
Starting at $1,250
Why we’re one of a kind
Why choose Happy Books Accounting
We’re one of a kind because we bring together the expertise of a CPA with deep tax and business experience, all while focusing on YOU, not just your numbers. We understand that a financially strong business starts with a strong vision, which is why we support both your business goals and personal aspirations. Our mission is empower you to reach your goals, both professionally and personally, with clarity, confidence, and a little bit of joy along the way!
Hi, I’m Katelyn!
Get to know your finance BFF
I’m a CPA who loves numbers almost as much as I love supporting the passions of amazing people like you! Behind every spreadsheet, there’s a dream, and I’m here to help turn those dreams into reality with financial clarity and confidence. Whether you're building your business or just navigating life’s financial twists and turns, I’m all about making the process simple, stress-free, and—dare I say—fun! Let’s work together to make sure your finances are as strong and vibrant as your goals!
