Bookkeeping That Gives You Breathing Room
We handle the numbers so you can focus on what matters most to you.
Clean books are a wallet-saver at tax time, but what about every other day?
It’s true that clean financials can keep you from costly mistakes when taxes are due, but one of the best benefits of monthly bookkeeping is the up-to-date insights it provides for decision-making. Ever wonder if which one of your services is most profitable? Or if you need to trim some software expenses? What about whether or not you can afford to hire? Having clear reports allows you to make the calls with confidence.
We have a passion for supporting others and we would love to provide you with the information you need to you ensure your business thrives!
Room to Grow
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You are juggling everything yourself and would love to have a task taken off your plate. Your finances need to be clean so you can make informed decisions, but you don’t have to manage the tedious tasks yourself. Let us give you some breathing room so you can grow your vision.
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Monthly income and expense categorization
Monthly bank and credit card reconciliations (Up to 3 business accounts)
Financial reports emailed to you by the 15th each month
Unlimited support and communication
Collaboration with your CPA
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Investment starts at $250/month
Room to Thrive
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You have had great success with your business, but it might have grown just a bit faster than your systems and processes were ready for. You are have more ideas and possibilities you would like to pursue, but no time to workshop what that looks like. Let us keep your finances clear and organized so you can pursue the dream you’ve envisioned.
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Monthly income and expense categorization
Monthly bank and credit card reconciliations (Up to 10 business accounts - each additional account will be +$25/month)
Financial reports and insights summary emailed to you by the 15th each month
Unlimited support and communication
Collaboration with your CPA
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Investment starts at $400/month
Room to Reset
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It has been months since your books have been reviewed and you are having to make decisions based on gut feel and old data. Or maybe there is a tax deadline sending you into a panic. Either way, let us provide you peace of mind by getting your financials up-to-date and organized so you can focus on your zone of genius.
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A discovery call to determine the best starting point for your books
Income and expense categorization for all necessary periods
Reconciliations for all bank accounts and credit cards
Financial reports emailed to you along with key insights
Unlimited support and communication
Collaboration with your CPA
Includes Xero subscription (if needed)
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Investment varies based on scope of work
Meet Michelle
Hello there!
I’m Michelle: wife to a wonderful Star Wars nerd; mom to a hilarious little boy; and dog mom to a cuddly Boxer-Pitt mix. I have more interests than there is room on this website since I love to learn knew things, but I especially enjoy being outdoors with my family, reading, and seeing new places.
After working in various accounting roles for over a decade, I decided to leave corporate to stay home with my son. Bookkeeping has provided me the ability to not only support others trying to build a life that works for them and their families, but it has given me the unique opportunity to see inside other industries, which has allowed me to keep learning and growing.
I have never been one for being in the spotlight (my husband proposed on a baseball dugout and let’s just say, it’s a good thing I love him), but I love feeling that I’ve helped someone and made their lives better. My main goal for Trevi Financial is to help take something off your plate so you can pursue your goals, be they personal or professional!
Ready to Relax?
Tell us a bit more about you and we will reach out to schedule a free 20-minute discovery call. Let’s figure out the best path for your books.