Shining light on
the Business side
of creativity
creative
entrepreneurs +
industry-leading
service providers
modern bookkeeper
AND CFO ADVISOR for
creative
entrepreneurs +
industry-leading
service providers
modern bookkeeper
and CFO ADVISOR for
take back your time and peace of mind
You love your creative work but managing your finances feels overwhelming. Messy books, missing receipts, and looming deadlines pull you out of your flow.
I understand. You didn’t start your business to spend hours on spreadsheets or worry about taxes. You started it to create and connect with your clients.
I help creatives and service-based small business owners get their books organized so they can make informed business decisions. Whether you need a clean-up, ongoing bookkeeping, CFO advisory, or advice on how to improve your DIY bookkeeping, my goal is simple: make your finances stress-free so you can focus on what you love.
let's make your numbers something you can actually relax about!
I'm a CPA with a Master’s degree in accounting. For over a decade, I was deep in the world of public accounting, specializing in tax prep and audits. Because I spent years preparing taxes, I offer something most bookkeepers can’t: I know exactly what your tax preparer needs. We set up your books with the end goal in mind, ensuring a stress-free tax season for you every single time. But here’s the thing: I’m also a creative at heart. In 2018, I started my own creative small business. I soon realized that while bookkeeping felt second nature to me, for fellow creatives, it was the exact thing sucking the joy out of their passion. My mission is simple: to take the weight of financial stress off your shoulders so you can get back to doing the creative work you love, knowing your books are flawless, audit-proof and ready for tax time.
hey there! i'm Nykeya.
meet the founder
ready to focus on your passion?
who i work with
a bit more about me
- Photographers, Videographers and Artists
- Web and Graphic Designers
- Event Planners, Interior Designers and Balloon Artists
- Nail Artists, Permanent Jewelry Specialists and other Beauty Professionals
- Therapists, Coaches and Wellness Professionals
- Marketing and Social Media Experts, Copywriters, Content Creators and more!
- Photographers, Videographers and Artists
- Web and Graphic Designers
- Event Planners, Interior Designers and Balloon Artists
- Nail Artists, Permanent Jewelry Specialists and other Beauty Professionals
- Therapists, Coaches and Wellness Professionals
- Marketing and Social Media Experts, Copywriters, Content Creators and more!
When I’m not talking financial strategy, you can usually find me hanging out with my husband and three kids, walking my Bernadoodle, reading a good book or enjoying creative hobbies like calligraphy, embroidery, or crochet. I also have a soft spot for fountain pens, True Crime podcasts, and Law & Order SVU!
When I’m not reconciling bank statements, you can usually find me hanging out with my husband and three kids, walking my Bernadoodle, reading a good book or enjoying creative hobbies like calligraphy, embroidery, or crochet. I also have a soft spot for fountain pens, True Crime podcasts, and Law & Order SVU!
Monthly bookkeeping
Services
Starting at $450/month
You’re growing. You’re busy. BUT YOU'RE DISORGANIZED AND ready to stop guessing what’s happening in your business finances.
My Monthly Bookkeeping Services give you audit-proof books, accurate numbers, and a clean financial foundation so you can make informed decisions and stay organized all the way through tax season. This service combines professional monthly maintenance with CPA-level oversight, so nothing slips through the cracks.
Every business is unique, which means your bookkeeping should be too. During onboarding, we’ll review your transaction volume, workflows, and goals to build a monthly service plan that fits your needs and budget!
Every business is unique, which means your bookkeeping should be too. During onboarding, we’ll review your transaction volume, workflows, and goals to build a monthly service plan that fits your needs and budget!
what's included:
Monthly transaction Categorization
bank & credit card reconciliations
Feed Monitoring
Audit-Proof Documentation
Monthly Financial Statements Delivered by the 15th
Unlimited Email Support
Communication with your tax professional
Annual 1099 Filings
Quarterly Estimated tax Payment Calculations
Sales Tax Filing
Optional Add-Ons available if needed:
All income and expenses are categorized accurately to keep your books clean, consistent, and tax-ready.
Every connected account is reconciled monthly so you always know your numbers are complete and accurate.
Ongoing review of bank, credit card and point-of-sale feeds to ensure transactions pull in correctly and errors are resolved quickly.
Supporting documents are organized and maintained so your books are clean and audit-proof.
Clear and simple reports including a Profit and Loss, Balance Sheet, Statement of Cash Flows, AP Aging, AR Aging and helpful financial insights.
Ask questions anytime. I’m here throughout the month, not just at year-end.
I work directly with your CPA so they get exactly what they need for a smooth and stress-free tax season.
Preparation and filing included for your contractors.
QBO or Xero Setup
CFO ADVISORY SERVICES
Starting at $1500/month
bookkeeping tells you what happened. CFO Advisory helps you decide what to do next.
As your business grows, financial decisions become more complex. Questions about hiring, pricing, profitability, cash flow, and growth opportunities start carrying more weight. Having accurate books is important, but understanding how to use that information is what moves your business forward.
That's where CFO Advisory comes in.
I'll help you turn your financial data into a plan. Together, we'll look beyond the numbers on a report and focus on the goals, opportunities, and challenges ahead so you can make informed decisions with confidence.
Best for established business owners who are ready to stop reacting to their finances and start planning for what's next.
- Wants to know if they can afford to hire before posting the job listing.
- Is planning for growth and wants a financial roadmap to get there.
- Needs better visibility into cash flow and upcoming expenses.
- Wants to understand what their numbers are actually saying.
- Is ready to make decisions based on data instead of gut feelings.
- Wants a trusted financial partner in their corner.
what's included:
ANNUAL BUDGETING & QUARTERLY FORECASTING
MONTHLY CASH FLOW PROJECTIONS
STRATEGIC GOAL SETTING & FINANCIAL PLANNING
SCENARIO PLANNING & FORECASTING
CUSTOM FINANCIAL DASHBOARD
Monthly Financial Strategy Calls
Unlimited 1:1 Email & SLACK SUPPORT
Plus everything included in Monthly Bookkeeping Services
Industry Benchmarking
Optional Add-On available:
We'll create a plan for the year ahead and revisit it each quarter to make adjustments as your business grows and changes.
Know what's coming before it happens. We'll monitor expected cash inflows and expenses so you can make decisions with confidence.
We'll connect your business goals to your numbers and create a realistic plan to help you reach them.
Thinking about hiring, launching a new offer, or making a large investment? We'll run the numbers first so you can understand the financial impact before making a decision.
A personalized dashboard that keeps your financial plan, budget, and key numbers in one place so you do not have to sort through reports or spreadsheets to understand how your business is doing.
A dedicated monthly strategy session to review your financial performance, discuss opportunities and challenges, and plan your next steps.
Questions between meetings? Reach out anytime for guidance, support, and a second set of eyes on important financial decisions.
Accurate monthly bookkeeping is the foundation of your financial strategy. This ensures your reports, dashboard, and planning are built on clean, reliable numbers.
It's about helping you make smart financial decisions, avoid surprises, and build a business that supports the life you're working so hard to create.
CFO Advisory Services are For the business owner who...
catch-up + clean-up
Price Varies Based on Need
Accurate books are the foundation of strong financial decisions, smooth tax seasons, and confident business growth. If your bookkeeping has fallen behind or becomes difficult to untangle, my Clean-Up and Catch-Up services will restore order, accuracy, and insight to your financial records. You will receive clean, fully reconciled books and clear reports that finally reflect the true financial health of your business.
A diagnostic review may be required before beginning Clean-Up work. The diagnostic review fee is credited toward your project if you decide to move forward.
- Categorization and organization of all transactions for the catch up period
- Reconciliation of bank, credit card, loan, and payment processor accounts
- Updated financial statements for the catch-up months
This option is best when your books are behind but not inaccurate.
- Review and correction of historical activity
- Reclassification and posting of uncategorized or miscategorized transactions
- Full reconciliation of all connected accounts
- Review and correction of opening balances
- Review of accounting file settings and chart of accounts
- Recommendations to support ongoing accuracy
Once complete, you will receive fully updated, precise, tax ready financials that both you and your tax professional can rely on.
If you are unsure which service you need, the diagnostic review is the ideal starting point. I will analyze your QuickBooks or Xero file, highlight areas of concern, and provide a clear roadmap for restoring accuracy.
The diagnostic fee will be applied to your Clean-Up project if you proceed.
Catch-up
clean-up
diagnostic review
Catch-Up Includes:
Clean-Up Includes:
quarterly diagnostic
If you prefer to manage your own bookkeeping but want a professional set of eyes to ensure everything is accurate and on track, my Quarterly Diagnostics service is the perfect solution. This option gives you expert support, peace of mind, and clear guidance without the cost of ongoing monthly bookkeeping.
Many business owners can handle the day-to-day work, but still worry about accuracy or compliance. Quarterly Diagnostics bridges that gap.
Starting at $900/quarter
what's included:
If you need help getting started, I offer a full QuickBooks or Xero setup tailored to your business. Your chart of accounts, settings, and workflows will be customized to ensure your bookkeeping is simple, organized, and easy to maintain.
- Ensures your books stay accurate throughout the year
- Helps you avoid costly tax-season corrections
- Saves time by reducing confusion and uncertainty
- Gives you access to professional guidance without committing to monthly bookkeeping
- Builds your confidence as a DIY bookkeeper
Why Clients Love This Service
You will walk away feeling confident, supported, and fully equipped to manage your books successfully.
Quarterly Review of your Books
Diagnostic Reports
1:1 Review Session
Optional Add-On: QBO or Xero SetUp
A live Zoom session where we walk through your books together, review findings, and answer any questions. You will receive instruction on how to fix errors and best practices to follow moving forward. The call is recorded for future reference.
A clear, organized report outlining what looks good, what needs attention, and recommendations to correct issues or improve your system.
A thorough review of your accounting file to evaluate accuracy, posting, categorization, and overall structure.
Working with me means your books are accurate, tax-ready, and stress-free, and your creativity stays uninterrupted.
how it works
I make bookkeeping simple so you can focus on what you do best, creating, serving, and growing your business. Here’s how we work together:
6. ongoing support
You are never left wondering where things stand. Clients receive ongoing email support for questions as they come up, along with regular check-ins to review progress, address concerns, and ensure your bookkeeping continues to support your business goals.
5. reconcile and reporting
Your books are carefully reviewed, reconciled, and translated into clear, easy-to-understand reports. Monthly clients receive financial reports by the 15th of each month, while quarterly diagnostic clients receive a detailed review with insights and recommendations to keep their books on track.
4. onboarding
Once the proposal is approved, you’ll receive an engagement letter and initial invoice. I’ll handle setup in Xero or QuickBooks, if needed, and guide you through providing access to your accounting files and bank accounts. You’ll also get access to a secure shared folder where all deliverables will be stored.
3. Proposal Tailored to your Business
Based on our conversation, I’ll prepare a proposal that outlines exactly what you need, whether it’s monthly bookkeeping, CFO advisory, a cleanup, a catch-up, or quarterly diagnostics.
2. Discovery Call
Next, we hop on a discovery call to review your responses, discuss your current bookkeeping situation, and answer any questions you have.
1. Questionnaire
All services begin with a brief questionnaire to understand your business, your goals, and your bookkeeping needs. This helps me tailor our work together from the very start.
FAQS
I specialize in helping creatives and service-based small business owners, from photographers, artists and designers to content creators and more. If your business runs on your talent and passion, I can help your finances keep pace. Don't fit these categories, but still want to chat? No problem!
No worries! We can start with a diagnostic review to assess your current books. From there, we’ll clean-up, catch-up, and get your records organized and tax-ready.
I don’t currently offer tax services, but as a CPA, I understand exactly what your tax preparer needs. I set up your books in a way that makes tax season smooth and stress-free, and I handle communication with your tax preparer so you don’t have to. My goal is to keep your financial world organized, supported, and easy to navigate. If you need a tax preparer, I can recommend a professional from my network.
No, there is no time commitment. You have the option to cancel your monthly bookkeeping or quarterly diagnostic services at any time.
Yes! Our virtual services make collaboration simple and seamless no matter where you are.
No, not at all. You stay fully in control of your finances. My role is to keep your books organized, accurate, and up to date so you can make confident decisions. You always have access to your financial information, and I’m here to support you, not replace your authority over your business.
This might be right for you if you’re ready to stop stressing over your books and want reliable support from someone who understands both accounting and the creative world. If you want clean, organized financials without spending hours trying to figure things out on your own, you’ll feel right at home here.
Yes, CFO Advisory builds on accurate financial data. If cleanup is needed, we’ll start there with bookkeeping clean-up or catch-up services before moving into advisory work.
Your financial information is treated with the highest level of care. All documents are stored in a secure client portal that uses bank-grade encryption, so your statements, reports, and personal details stay protected. Only you and I have access, and everything is handled through secure, encrypted channels.
I run a modern, efficient bookkeeping firm designed for creatives and service-based business owners. Instead of worrying about surprise bills based on hours worked, you pay a simple monthly fee on autopay. That way you have one less thing to stress about and can focus on your work.
As a CPA with experience in bookkeeping, tax, and audits, I know what it takes to keep your books organized and tax-ready. I can guide you in the right direction and work with your tax preparer to make sure everything is handled smartly and accurately.
You are never just another client. My services are tailored to your business and I am here to support your growth every step of the way. I take care of the numbers so you can take care of your craft.
