Your Business Deserves More Than Tax-Time Bookkeeping
A Simple Place To Start
The Simple Systems™ DIY Bookkeeping Guide is a simple starting point inside the Ready For Growth™ Framework — created to help self-employed business owners begin building cleaner systems, clearer numbers, and a stronger foundation for growth.
A Clear Path Forward
Every client starts and follows a structured process.
The Bridge Between Bookkeeping Services and Bigger Financial Support
Crafty Books & Budgets helps self-employed business owners bridge the gap between basic bookkeeping and higher-level financial leadership.
We start by reviewing your books, systems, and workflows so we can understand what needs to be cleaned up, aligned, or strengthened before moving into ongoing bookkeeping, blueprint support, add-ons, or advisory-level support.
Free Guide → Free Initial Review → Diagnostic Review & Roadmap → Cleanup / Alignment → DIY Bookkeeping Blueprint or Core Bookkeeping → Add-On Support → Advisory Support
Advisory Support is offered after the foundation is in place because meaningful business decisions need clean books, aligned systems, and reports you can trust.
Free Initial Review
We start with a conversation to learn more about your business and see if we’re a good fit.
If it makes sense to move forward, you’ll provide temporary access to your books so we can complete a high-level internal review. From there, we’ll provide a general pricing range for the next steps.
Paid Diagnostic Review & Roadmap
This is where we take a deeper look at your books, accounting software, bookkeeping setup, and current workflows so we can understand what is working, what needs attention, and what the next best step should be.
You’ll walk away with:
- A report of findings and recommendations
- A bookkeeping cleanup roadmap, if needed
- Workflow and process recommendations
- Exact pricing for recommended next steps
The Paid Diagnostic Review is $500 and is credited toward your cleanup project or Blueprint buildout if you move forward with Crafty Books & Budgets.
Bookkeeping Cleanup & System Alignment
In most cases, books require some level of clean-up before ongoing services can begin.
This step ensures your financials are accurate, structured, and aligned with our bookkeeping standards. Clean-up is priced separately based on the level of work required.
You may choose to have us complete the clean-up, or you may use your roadmap to complete the work yourself before moving into ongoing support.
Ongoing services begin once your books are clean and aligned.
Ongoing Support
Once everything is clean and aligned, we move into ongoing support based on how involved you want to be in your financials.
The Ready For Growth™ Approach
Traditional bookkeeping has an important place. It helps keep records organized, reports updated, and books ready for tax time.
The Ready For Growth™ approach builds from there — looking at the system behind the books, how transactions flow, where income and expenses may be getting messy, and what kind of structure would make your bookkeeping easier to maintain, understand, and use.
Technology and automation can help process transactions, but strong financial systems still require human review, judgment, and strategy.
we Will look at things like:
When You’re Ready To Go Beyond DIY
Financial Systems Blueprint & Support
$200/month + buildout starting at $2,500We take a deep dive into your bookkeeping setup — or build one from scratch — and create a system that works for your business.
What’s included:
Core Bookkeeping Plans
Starting at $300/monthReliable bookkeeping support to keep your books clean, organized, and easier to review — with plan levels based on your business needs, bookkeeping setup, and overall complexity.
What’s Included:
Advanced Support & Advisory Add-Ons
Available after books and systems are alignedFor businesses ready to go beyond clean books, this level of support becomes available once your financial system is built, operating, and reviewed for real business patterns.
What’s Included:
Compare Your Options
|
Options |
Simple Systems™ DIY Guide |
Financial Systems Blueprint & Support |
Core Bookkeeping Plans |
Advanced Support & Advisory |
|---|---|---|---|---|
|
Getting started on your own |
DIY with structure and support |
Done-for-you bookkeeping |
Business is ready for deeper insight |
|
|
Free |
Starting at $200/month + buildout starting at $2,500 |
Starting at $300/month |
Available after 90 days of aligned books |
|
|
Not needed |
Included |
Required before service begins |
Completed prior |
|
|
You |
You, with guidance |
We do it |
We do it, with deeper support |
|
|
Basic education |
Included |
Verified before service begins |
Books Setup completed |
|
|
Not included |
Not included |
Bookkeeping and reconciliation Included |
Books must be maintained by us |
|
|
Not included |
Semi-annual alignment meetings |
Add-on |
Included |
|
|
Not included |
Year-end tax-ready package |
Basic financial reports included; insights available as add-on |
Included |
|
|
Download the guide |
Book a free initial review |
Book a free initial review |
Discuss after system alignment |
Not Sure Where To Start?
That’s okay. Let’s take a look at where things stand and figure out the right next step together.
Sometimes the hardest part is simply knowing where to begin.
Simple Systems. Sensible Numbers. Smarter Decisions