While we’d never advocate for stress, the reality is your money worries stem from legitimate concerns.
Your business is stuck either because you’re too overwhelmed to really understand the numbers, or you just don’t have the time.
And your gut is telling you, “This isn’t working.”
If the health of your business is based on how well you know your numbers, we make sure your accounts are reconciled, and you are always in the know. (You AND your CPA will breathe a sigh of relief!)
I’m going to guess you’ve *actually* tried it all when it comes to your business’ money.
But your business can’t grow if you don’t know your numbers (like, really know them.)
You’ve paid the $30/month for QuickBooks and either studiously watched tutorials or left it in a pile of digital dust because it brought on too much anxiety.
Your husband, who was once your biggest cheerleader, is now assuming a strange hybrid of your accountant/employee. Either way, it’s clearly NOT working for anyone involved.
You’re making good money or on schedule to be, but what used to be an empowering experience logging into your bank account now leaves you feeling more overwhelmed than getting two weeks behind in laundry.
greatest reward?
When you hire out bookkeeping, you know your numbers.
The mental space to invest your energy where it matters most.
Monthly bookkeeping
Starting at: $499/month
Annual tax package wrapped up in a pretty bow to send to your CPA
Categorize all of your transactions to your custom chart of accounts, so you know exactly where your money came from and where it went.
Designated Slack channel for report delivery, sharing money wins, and support during the occasional business crisis
Easy-to-understand financial reports delivered to you each month — with note-worthy highlights from our team
Biannual 1:1 meetings with Meg via Zoom to check in on the health and direction of the business
Perfect for the online business owner bringing in $50k-$200k per year in sales
I NEED MONTHLY BOOKKEEPing
VIP Monthly bookkeeping
Starting at: $1,199/month
Bookkeeping and strategic planning. Perfect for the online business owner bringing in $200k+ per year in sales.
I’M READY FOR VIP MONEY SUPPORT
Custom client dashboard in ClickUp where we set and actively monitor your goals
Monthly touch base calls to go over your financial reports and run the numbers. We answer questions like, "How can I profit $500k this year?" or "How will hiring this person affect my profit for the year?"
Quarterly budgeting and forecasting, so you have solid financial metrics to work toward
Monthly Loom video from your designated bookkeeper with report delivery, walking you through your reports and trends we are seeing
“Early on in my business, I learned the driving force behind our success was knowing our numbers. But as time went on and our business grew, I started getting behind on our books. I was nervous to lose sight of our North Star of knowing our numbers.
Now that I’ve hired Meg, I can still look over the numbers religiously without having to make sure every receipt hits the bank account. I’ve been able to focus my energy on hiring and building out our second business, using the numbers she provides.”
“I’ve Been Able To Focus My Energy On Hiring And Building Out Our Second Business...”
CEO of Media A La Carte
I wanted to reduce the 2 a.m. anxiety I had about not being smart about my money. I wanted to know where my money was going and that it was being tracked like a business owner — but between motherhood and a growing business, I couldn’t do it all on my own.
BTR will help you strategically and consistently manage your finances so you are free to be strategic and consistent in the part of your business that made you successful in the first place. Not only are their monthly reports top-notch and professional, but they’ll ask thoughtful questions and prompt you to see your business choices in a whole new way. To be honest, hiring Born to Roam is the difference between being a freelancer and a business owner — and I definitely want to be known as the latter.
“Hiring Born To Roam Is The Difference Between Being A Freelancer And A Business Owner.”
Copywriter + Consultant
success
stories
Fill out the inquiry form and book a free 15-minute call to see if we're a good match.
We'll send over your custom proposal and link to book your kick-off call.
We'll work together to grant us access to what we need to do your books, discuss your unique chart of accounts, and complete with your unique services and offerings.
We'll get to work on crunching the numbers while you manage everything else.
BONUS? Your tax season will be seamless.
Frequently Asked Questions
I’m a total mess when it comes to my business finances! Is there anything I need to do before signing on to be a client?
We know (truly) how overwhelming the financial side of a business can feel, which is why we’re here!
The BEST way to start off is by opening a separate checking account for your business, so you can be seen as legally legit in the eyes of the law. Need a solid banking recommendation? We love Relay.
Already have a biz bank account? Then you’re good to go!
Great question! Let’s get down to brass tacks here. On a monthly basis, we categorize all of your revenue and expenses into your custom chart of accounts, so you know exactly where your money came from and where it went.
We start our process by coding any receipts you forwarded (this is our love language) to the account transaction in our preferred bookkeeping software, Xero.
We then compile any questions we have for you in a ClickUp form and send that to you via Slack. (This is when you ditch the, “Ah! Did I remember that receipt from my Amazon purchase?!” panic. We think ahead FOR you!)
After you submit your As to our Qs, we finalize your report and send you a high-level summary...you guessed it, via Slack. (So you can know, like really know, your numbers each month!)
When bookkeeping never seems to get crossed off of your never-ending to-do list, you are constantly worrying if you're doing it right, or you just want one less thing on your plate — it’s time to hire a bookkeeper!
Wondering if you make enough to outsource to a bookkeeper? We find that it makes the most financial sense to be bringing in at least $50k before outsourcing. Not there yet but still looking to get organized and in the know? Check out The Money Management Roadmap.
We are an incredibly collaborative team, so regardless of who your assigned bookkeeper is, you'll always have multiple eyes on your account. Meg is very particular about hiring, so you can always trust you have a pro's pro to work with!
Once you've signed on with us (yay!), you'll meet with Meg and your assigned bookkeeper. Our backend accounts are organized in ClickUp, and our communication with you is in Slack. In short, you'll mainly work with one bookkeeper, but we're all up-to-date on your business and cheering you on.
In the same way you have your zone of genius, we do, too. We focus on monthly bookkeeping and strategic financial business planning, but we don’t do your taxes. Your tax pro will thank us though. Having a solid bookkeeper makes your tax season (and their job) a walk in the park.
a. Your CPA will prepare your books for taxes; we prepare them for your business' operations AND taxes.
b. CPAs and bookkeepers have two different specialties. Similar to how you might go to a dermatologist for one thing and a gynecologist for another, CPAs/tax preparers and bookkeepers are both finance professionals but have different specialties and objectives.
c. Your CPA ensures that your tax returns are filed accurately and according to the latest tax law, while your bookkeeper ensures that the numbers they are reporting are accurate.
d. We've had many clients come to us feeling extremely lost after their CPA had done their bookkeeping. They didn't know what to ask for because they didn't know what was missing.
e. At Born to Roam Bookkeeping, we’re passionate about simplifying your finances by presenting them in a way that makes your financial decisions easier. Looking at your numbers each month (and not just at tax time) will be an absolute game-changer in your business!
How to pay yourself consistently
Let us be your guide
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When your income fluctuates by the season or by month, it can be overwhelming to figure out how much to pay yourself each month.
Learn the exact steps our finance-loving team suggests you take to determine how much to pay yourself consistently.
You have a gift, and being the CEO, Visionary, and Lead Everything doesn’t give you enough time to also stay on top of your books or think strategically about your financial decisions.
If you’re ready for more — in every area of your life — reach out.
We’d love to free up space, so you can invest your energy where it matters most.
You were born for more.
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