Bookkeeping
Clean, current books, month after month.
- Monthly bank and credit card reconciliations
- Accurate transaction categorization
- Catch-up and clean-up for books that fell behind
- Organized records you can actually find
Bookkeeping · Accounting · Cloud setup
Calm, clean books for the business you love.
Professional bookkeeping and accounting support, delivered with the same unhurried care as everything at Money Spa. You get clear numbers, organized records, and a steady partner, so you can get back to your work.
25 years of accounting and tax preparation experience
Our services
The treatment menu for your business finances
Choose the support you need, from monthly bookkeeping to a one-time cloud accounting setup. Every engagement starts with a conversation about what would make your financial life feel lighter.
Accounting & Financial Statements
Know where your business stands, clearly.
- Monthly or quarterly profit & loss and balance sheet
- Cash flow overview in plain language
- Accrual and adjusting entries as needed
- A calm walkthrough of what your numbers are saying
Tax-Ready Books & Deduction Know-How
Tax time, without the scramble.
- Books kept organized and tax-ready all year
- Clarity on which business expenses commonly qualify as deductions
- Year-end close and clean, organized reports
- We coordinate directly with your tax professional
Money Spa does not prepare or file tax returns.
Cloud Accounting Setup, Migration & Training
Your systems, set up the calm way.
- Cloud accounting software setup from scratch
- Migration from spreadsheets or another system
- Chart of accounts tailored to your business
- Friendly, patient training for you and your team
Invoicing, Expense & Payroll Workflows
Simple routines that keep money flowing smoothly.
- Professional invoicing and payment reminders
- Receipt capture and expense tracking
- Payroll workflow setup and coordination
- Bank feeds and rules that save you time
Who we help
Made for people who would rather be doing their work
Small businesses
Owners who want reliable books and clear reports without hiring a full-time team.
Creatives
Designers, artists, writers, and makers juggling projects, clients, and irregular income.
Wellness pros
Coaches, therapists, studio owners, and practitioners who care for others all day.
Solopreneurs
One-person businesses that need a calm, organized back office.
How we work together
Three gentle steps
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01
Free consult
A relaxed conversation about your business, your current setup, and where you would like support. No pressure and no obligation.
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02
Onboarding
We gather what we need, review or set up your accounting system, tidy up any backlog, and agree on a clear scope together.
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03
Monthly service
Ongoing bookkeeping, reconciliations, and reports on a predictable rhythm, with a real person to ask when questions come up.
- Experience
- 25 years of accounting and tax preparation experience
- Pricing
- Pricing on request
Free consultation
Let’s make your books feel lighter
Send us a short email about your business and we’ll be in touch to schedule a relaxed, no-obligation conversation.
- Email: hello@moneyspa.com
Helpful to include
- Your name and business name or type
- Your current bookkeeping setup
- What you’d like help with