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What It’s Like to Work with a Bookkeeper

Updated: Sep 15, 2021

When you’re ready to outsource the handling of your finances in your business, you want to have a full picture of what’s really happening. I completely understand. Your numbers are an intimate thing for your business. Many may feel “exposed” when it comes to letting someone into the backend because then they see your “mess.”

As I mentioned when I was discussing why your accounting should be the first thing you outsource in your business, I love the mess. I enjoy giving order to things. And, honestly, I really love handing over to you squeaky clean books and fresh reports that help you feel confident and grow your business!

If you’re wondering what it’s like to work with a bookkeeper and if this monthly support would make sense for your business, read on to learn more about what it’s like to have TulaBooks on your side.

Monthly Retainer Bookkeeping Services

Working with TulaBooks for your monthly bookkeeping means that we (my team and I) take on the complex and sometimes the time-consuming task of managing your financials. That way, you can stop worrying that you’re “doing it right” or feeling guilty that you’re “not doing it at all.”

The person managing your books will be dealing with all of the daily minutiae that’s so easy to put off “for another day.” Things like… Day-to-day upkeep of QuickBooks, transaction history, reconciliations, receipt management, reporting, invoicing… You get the idea.

We get to know you and your business because, as I said, money is an intimate thing. You’ll be able to be in contact with your bookkeeper almost as much as you want so you feel comfortable and confident that your books are handled well (I do make sure my team is enforcing time boundaries so they can be with their family… I hope you’re doing the same for you!).

Add On CFO Support to your Monthly Bookkeeping

What’s really unique about TulaBooks is the blend of working with a bookkeeper on daily things while also having the depth and breadth of financial knowledge a CFO can provide. So, you can just have access to day-to-day support from the person handling your books or you can add on CFO support from me.

It’s a really nice way to get a complete picture of your business’s financial health and you can learn what the numbers mean in relation to your business goals so you can set objectives that are feasible to accomplish — all with expert guidance so you know you’re doing it right.

This add-on support brings everything together (monthly bookkeeping and high-level insight from a CFO) and it’s a nice middle ground. You may be between having someone just to handle the ongoing bookkeeping for you and wanting extra analysis and advice that comes when you begin to use your numbers in a smart way. When you aren’t ready for a full retainer with a CFO just yet, you can add on a call with me when you want to look a bit more holistically so you can reach the next level.

But What You’re Really Getting…

Yes, of course, you’re getting monthly bookkeeping services and all that entails — your books will be handled. But what you’re also getting is the peace of mind that your numbers are taken care of.

You can stop feeling guilty that you moved “reconcile receipts” to yet another to-do list.

You can stop worrying that you set up QuickBooks wrong and that something isn’t coming in right.

You can rest easy knowing that you have enough money in the bank to cover your bills and save for taxes and enjoy a profit because your cash flow is healthy.

You are able to spend more time in your zone of genius instead of fighting with your accounting system.

Ultimately, you’re getting the confidence of knowing that your books and finances are in order and everything is on the up-and-up so you can turn your attention back on your business and what you truly love to do.


Working with a bookkeeper or a CFO is a big step. The choice to outsource your money is not a consideration you made lightly, I know. That’s why TulaBooks is an accountant with heart. Everyone who works on my team is focused on one goal: helping you to feel confident, in command, and clear on what your money is doing in your business so you can keep doing what you really want to do.

If you have more questions about what it’s like to work with a bookkeeper on a monthly basis, CFO work, or anything in between, my door is open! Click here to fill out an intake form or send me a message so we can talk about your unique goals for your business and how we can support you as you reach them.

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