Although we don’t usually work on Fridays, we always include Fridays as business days when giving estimated timelines!
Email: holly@happybookssolutions.com
Phone: (612) 361-1333
Princeton, NJ (but we provide services across the US)
Holly has been a game changer in the way I think about running my business. She is so patient and knowledgeable and has given me the confidence to work towards bigger growth goals.
My books were out of control - it was embarrassing for me to contact Holly. But, Holly came in and saved the day! I had zero idea what I was doing - I am in design (and not anything numbers/finance) for a reason… Holly is kind, professional, and attentive, and I feel that there has been a weight lifted off of my shoulders.
Holly has been a huge blessing to our organization in helping us streamline our financials and provide us better visibility to our financial performance on a monthly basis. Holly is always super patient with our questions and committed to ensuring everything she helps us implement has a positive impact on our organization in both the short term and long term.
The fact that I can run a business that combines my passion for finance with my passion for people brings me so much joy.
Too often, I see business owners approaching their finances as an overwhelming chore when, in reality, your finances are what allow you to live your life to the fullest! In your finances, you have literal mathematical evidence about where you are in relation to where you want to be. I love opening my clients’ eyes to this reality and coming alongside them on the journey.
What industries do you work with?
Happy Books Solutions works primarily with interior designers, but we have clients from several different industries. As long it’s the right fit and we know we can help you, then we will most certainly move forward even if you’re not an interior designer!
Which services are right for me?
Bookkeeping services are appropriate for everyone from the moment you open your business until you’re profitable enough to hire on a full-time accounting team. The profile of our CFO clients varies; however, it’s usually a good fit if you’ve been in business for two years or more and are bringing in around $40K revenue each month. For more information, you can view our services page or schedule a discovery call!
What if I already have a bookkeeper or tax preparer?
GREAT! We love a finance team! For all businesses, I recommend having both a tax preparer and a bookkeeper. For established businesses (2+ years of operation and/or $40K-ish of monthly revenue), you should add a CFO to the mix. Although each of these three roles has something to do with finance, they each serve different functions in a business.