data-driven
Four weeks from now, you could be goal-getting with glee thanks to untangled financials.
It’s about time you made business decisions with confidence, right? Imagine having such a clear picture of your financials that you could know where your business is going AND how to get there.
Say hello to business growth.
There are thousands of things you could be doing each day, but you’re not sure where to focus your energy.
You can’t even THINK about taking time away from your business - it feels like it might all fall apart.
Right now, you’re stuck between needing cash to grow and also needing to grow to get cash.
You have no simple way of telling what’s working (and what’s not working!) in your business.
Imagine what it would feel like to have your financials under control. Is it just me, or do I hear freedom ringing? Not only will tax time be a breeze, but maybe you can fiiiiinally take that vacation you’ve been itching to take. Or *gasp* bring on that assistant you’ve been meaning to hire?! Clear financials mean clear direction in your business.
Ditch the guessing games and turn to a proven solution.
Goal-setting is something you know you need to do, but you feel lost (and those finance buzzwords don’t help).
Sound familiar?
The Process
Add-on Perks & Services
We have all kinds of other tricks up our sleeve depending on what your business might need.
Well, that’s how most of our clients would describe having clean, up-to-date numbers delivered to them every month without having to lift a finger.
Pure Bliss
Do you panic a little when you see a question from your CPA come through your inbox? Direct ‘em our way next time!
Monthly Financial Reports & Summaries
Yes, we’ll send you your monthly financials, but we also highlight key metrics so you’re not just looking at a wall of numbers.
Transaction Categorization
Get this: you seriously don’t ever have to touch your accounting software again.
Account Reconciliation
To make sure that what’s in your accounting software matches what’s in your bank and that your bookkeeping is error-free.
What you get
Unlimited Support
We provide all of our clients unlimited support via email, Voxer (a voice & text messaging app), and their dedicated client portal.
A Partner through Tax Time
5
We’ll spend 30 minutes chatting mostly about you and your business. Here, the world really does revolve around you.
Discovery Call
1
We check in all the nooks and crannies of your accounting software to see what kind of shape it’s in.
Free Accounting Software Checkup
2
You’ll get a video outlining the results of your checkup which will be accompanied by the quote for our bookkeeping services.
Results & Proposal
3
After a contract is signed, we kick off our relationship with a 90-minute video chat to properly welcome you to Happy Books Solutions.
90-minute Kickoff Call
4
The Process
Growth-minded advice
Rather than only looking backward, we help you look forward at what could be. Better grab your shades because your future is bright.
We provide all of our clients unlimited support via email, Voxer (a voice & text messaging app), and a dedicated client portal.
Monthly scoreboard and action plan
Each month, you’ll know EXACTLY what changes you need to implement (or continue implementing!) in order to achieve your goals.
Annual goal setting
In order to achieve your business goals, we have to know what they are in the first place!
Monthly financial analysis and forecasting
We’ll identify what’s working in your business…and what isn’t.
What you get
Monthly review meeting
You’re not in this alone. We’ll get together each month to discuss your progress and guide you through your next steps!
Unlimited Support
We’ll spend 30 minutes chatting mostly about you and your business. Here, the world really does revolve around you.
Discovery Call
1
We dig into your financials to suss out any red flags and highlight any opportunities.
Free Financial Assessment
2
The results of your assessment are presented to you in a fancy tailored-to-you slideshow. We’ll chat next steps.
Results & Proposal
3
Tell your friends you have a CFO now and see what happens.
You have a CFO!
4
kick uncertainty to the curb and give a big ol’ high five to data-driven business growth?
Are you ready to
Investment
Uncertainty around your business’s financial health is one sure way to take the pep out of your step, the wind out of your sails, or whatever your favorite cliche might be. Our free financial assessment shows you exactly where you are currently and where we can help you.
Free Financial Assessment
FREE
With our bookkeeping services, you can have confidence that every detail in your books is correct and up-to-date. The resulting financial reports will allow you to FINALLY make business decisions with confidence because you know exactly where your business is financially.
Bookkeeping & Accounting
starting at $425/month
Sure, you're profitable...but what's next? With standalone CFO services, we partner with you to determine appropriate business goals and each month give you specific, actionable steps to achieve those goals. Ever heard the phrase "work smarter, not harder"? That's what we're all about when it comes to business growth and profit
Fractional CFO
starting at $1,500/month
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.
Alexa Stevenson
Alexa Stevenson Interior Design
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.
Marisa Perez
My Violet Staging Designs
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.
Drew Boe
Uncommon Sports Group
What makes us different
Why choose Happy Books Solutions
We know our stuff, but we also have pizazz. Not like jazz-hands pizazz (well, we can absolutely accommodate that request if it floats your boat) but like we-explain-your-financials-in-normal-people-terms pizazz. While we love numbers in a way few people can, what we love even more is using our knowledge to help you know when it’s time to hire that assistant you’ve always wanted. Or whether you can finally take that vacation. Or how to redeem that product launch that didn’t quite go according to plan.
For us, it’s not just about numbers. It’s about how the numbers impact people.
Hey, I’m Holly!
Get to know your finance guide
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.
Client Testimonial
"Holly has been a game changer
I am embarrassed that it took me so long to have someone whip my finances into shape. 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."
