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 the second you stop watching it.
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 which projects are actually profitable, which are draining you, and what's working overall.
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 & get clear on what your numbers are trying to tell you.
You know goals, budgets, and better financial direction matter, but it's hard to know where to begin.
Sound familiar?
You need clean, reliable financials - absolutely! But if your reports still leave you wondering whether your projects are profitable, where the cash is going, or what decision to make next, the books aren’t doing enough.
Our services are built to help interior designers understand the story behind their numbers, so your financials become more than a monthly task. They become a tool for clearer decisions, healthier profit, and a business that better supports your goals.
You don't need "just bookkeeping".
Whether you’re ready for clean books and a simple financial snapshot, deeper monthly insight, or high-touch strategic support, each package is designed to help you understand your numbers and use them to make more confident business decisions.
All monthly packages require QuickBooks Online and Materio. Cleanup and onboarding are quoted separately before monthly services begin.
Our Service Packages
Choose the level of support that fits this season of your business.
Profit Foundation
For interior designers who are ready for reliable monthly bookkeeping, clearer reports, and a simple financial pulse check (without trying to manage it all themselves).
Instead of half-heartedly logging into Quickbooks and hoping this is the month everything finally clicks, let us give your books the consistency, structure, and designer-specific care they deserve.
The Process
A Partner through Tax Time
Do you panic a little when you see a question from your CPA come through your inbox? Direct ‘em our way next time!
Once your foundation is in place, we’ll move into your monthly service package - keeping your books clean, your numbers clearer, and your financial insight easier to use.
settle into monthly support
You’ll receive a simple snapshot of key numbers that help you keep a pulse on your business without getting buried in spreadsheets.
Monthly Financial Reports
You’ll receive the core reports you need to understand the health of your business, including your Profit & Loss and Balance Sheet.
Monthly bookkeeping
Get this: you seriously don’t ever have to touch your accounting software again. We'll keep your QBO file organized & updated!
Materio + Qbo alignment
We’ll work from your Materio activity and QuickBooks data to help keep your financial picture consistent and useful.
What you get
Email recap
We’ll send a brief monthly recap highlighting what we’re seeing in your numbers, so you’re not left staring at reports on your own.
kpi snapshot
5
Schedule a discovery call so we can learn about your design firm, your systems, and the financial questions you’re trying to answer.
Discovery Call
1
We check in all the nooks and crannies of your accounting software to see what kind of shape it’s in.
Let us peek under the hood
2
You’ll get a video outlining the results of your diagnostic which will be accompanied by the quote for our bookkeeping services.
Results & Proposal
3
Before monthly services begin, we’ll get your books, systems, and workflows ready for a smoother ongoing rhythm.
Complete cleanup & onboarding
4
Profitability Review
For designers who want more than completed books - they want someone to help them understand what the numbers are saying.
If you're tired of wondering whether your projects are profitable, whether cash flow is healthy, or whether your pricing is actually working, this package gives you a clearer monthly view of what's happening beneath the surface.
The Process
Design-Specific Financial Insight
We’ll help you connect the dots between your numbers and the realities of running an interior design firm — projects, retainers, purchasing, pricing, and profit included.
We’ll track a deeper set of key metrics so you can better understand profitability, cash flow, and business performance over time.
Monthly Office Hours
You’ll have access to monthly office hours where you can ask questions, get clarification, and feel less alone in the finance side of your business.
monthly bookkeeping
Get this: you seriously don’t ever have to touch your accounting software again. We'll keep your QBO file organized & updated!
Monthly video review
We’ll walk you through your numbers in a recorded video so you can understand the story behind the reports without needing to decode them alone.
What you get
Monthly financial reports
You’ll receive accurate monthly reports that help you see how your business performed and where things stand.
Expanded KPI Review
Schedule a discovery call so we can learn about your design firm, your systems, and the financial questions you’re trying to answer.
Discovery Call
1
We check in all the nooks and crannies of your accounting software to see what kind of shape it’s in.
Let us peek under the hood
2
You’ll get a video outlining the results of your diagnostic which will be accompanied by the quote for our bookkeeping services.
Results & Proposal
3
Before monthly services begin, we’ll get your books, systems, and workflows ready for a smoother ongoing rhythm.
Complete cleanup & onboarding
4
5
Once your foundation is in place, we’ll move into your monthly service package - keeping your books clean, your numbers clearer, and your financial insight easier to use.
settle into monthly support
Strategy Suite
For interior designers who are ready for a higher-touch strategic financial partnership and want their numbers to play a bigger role in how they lead, plan, and make decisions. This is for the designer who doesn’t just want to know what happened last month - they want to understand what it means, what to do next, and how to build a business that supports their goals with more clarity and intention.
The Process
Strategic Financial Guidance
You’ll get a thought partner who understands both the numbers and the unique realities of interior design businesses.
Once a year, we’ll step back and build a bigger-picture financial plan for your business, goals, and next season of growth or refinement.
13-Week Rolling Cash Flow Forecast
We’ll help you look ahead at cash flow so you can make more informed decisions about spending, hiring, owner pay, and timing.
Monthly Bookkeeping
Get this: you seriously don’t ever have to touch your accounting software again. We'll keep your QBO file organized & updated!
KPI Dashboard
You’ll have a clearer view of the metrics that matter most, so you can track business performance without piecing everything together manually.
What you get
Monthly Advisory Call
We’ll meet with you monthly to review your financials, talk through key decisions, and help you understand what your numbers are pointing toward.
Annual CFO Budgeting session
Schedule a discovery call so we can learn about your design firm, your systems, and the financial questions you’re trying to answer.
Discovery Call
1
We check in all the nooks and crannies of your accounting software to see what kind of shape it’s in.
Let us peek under the hood
2
You’ll get a video outlining the results of your diagnostic which will be accompanied by the quote for our bookkeeping services.
Results & Proposal
3
Before monthly services begin, we’ll get your books, systems, and workflows ready for a smoother ongoing rhythm.
Complete cleanup & onboarding
4
5
Once your foundation is in place, we’ll move into your monthly service package - keeping your books clean, your numbers clearer, and your financial insight easier to use.
settle into monthly support
kick uncertainty to the curb and give a big ol’ high five to data-driven business growth?
Are you ready to
Investment
For designers who want clean, reliable monthly bookkeeping with just enough insight to understand where the business stands. You'll get accurate reports, a simple KPI snapshot, and a clear monthly recap so your numbers feel more organized, useful, and under control.
profit foundation
STarting at $550/month
For designers who want to go beyond completed books and better understand what their numbers actually mean. You'll receive monthly bookkeeping, expanded KPIs, a video review, and access to office hours so you can make clearer decisions about profit, cash flow, pricing, and what needs attention next.
profitability review
starting at $900/month
For designers who want a higher-touch strategic financial partner as they plan, grow, or refine the business they’re building. You’ll receive monthly bookkeeping, advisory calls, KPI tracking, cash flow forecasting, and annual budgeting support to help connect your numbers to your bigger business goals.
strategy suite
starting at $2,200/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."
