Your
Right Fit
Bookkeeping™
Cheat Sheet
Discover more about the bookkeeping options for your business and then watch your free personalized Right Fit Bookkeeping Workshop.
Which bookkeeping path
fits your business?
Click here to take the full Right Fit Bookkeeping Quiz to discover your ideal bookkeeping style.
I know the Quiz has several questions (that’s so your results are accurate and tailored to your needs), BUT, if you REALLY don’t want to take the quiz, I’ve got you covered.
Check out the quick descriptions below and click on the bookkeeping solution that sounds most like what you need!
Click here to take the full Right Fit Bookkeeping Quiz to discover your ideal bookkeeping style.
I know the Quiz has several questions (that’s so your results are accurate and tailored to your needs), BUT, if you REALLY don’t want to take the quiz, I’ve got you covered.
Check out the quick descriptions below and click on the bookkeeping solution that sounds most like what you need!
Cheat sheet
Your Right Fit Bookkeeping Approach
DIY Bookkeeping
Do-It-Yourself
You’re resourceful and love taking control of your business finances. You thrive on independence but may feel overwhelmed at times.
STRENGTHS
Hands-on, budget-conscious, and self-reliant. You value learning new skills and want to ensure every dollar is accounted for.
CHALLENGES
Time-consuming, occasional uncertainty about best practices, and a tendency to procrastinate when unsure.
Cheat sheet
Your Right Fit Bookkeeping Approach
DFY Bookkeeping
Done By a Professional
You prefer to focus on growing your business while leaving bookkeeping to the experts. Delegation is your superpower, but it can come at a cost.
STRENGTHS
Efficient, stress-free, and allows you to focus on your zone of genius. You benefit from expert-level accuracy and insight.
CHALLENGES
Can feel disconnected from your finances and requires trust in someone else to manage your money.
Cheat sheet
Your Right Fit Bookkeeping Approach
DIY Bookkeeping
Do-It-Yourself
You’re resourceful and love taking control of your business finances. You thrive on independence but may feel overwhelmed at times.
STRENGTHS
Hands-on, budget-conscious, and self-reliant. You value learning new skills and want to ensure every dollar is accounted for.
CHALLENGES
Time-consuming, occasional uncertainty about best practices, and a tendency to procrastinate when unsure.
Cheat sheet
Your Right Fit Bookkeeping Approach
DFY Bookkeeping
Done By a Professional
You prefer to focus on growing your business while leaving bookkeeping to the experts. Delegation is your superpower, but it can come at a cost.
STRENGTHS
Efficient, stress-free, and allows you to focus on your zone of genius. You benefit from expert-level accuracy and insight.
CHALLENGES
Can feel disconnected from your finances and requires trust in someone else to manage your money.
Cheat sheet
Your Right Fit Bookkeeping Approach
Combination Path
DIY with Expert Support
Whether you’re ready to clean up your books yourself or need us to step in for the heavy lifting, this approach combines your hands-on involvement with our expert support for monthly bookkeeping tasks.
STRENGTHS
Flexible, balanced, and efficient. You stay involved where it makes sense while we handle either the ongoing management or the cleanup to ensure accuracy and consistency moving forward.
IDEAL FOR
Business owners who want professional support to handle tricky transitions or ongoing bookkeeping while staying involved in the areas they value most.
Cheat sheet
Your Right Fit Bookkeeping Approach
Combination Path
DIY with Expert Support
Whether you’re ready to clean up your books yourself or need us to step in for the heavy lifting, this approach combines your hands-on involvement with our expert support for monthly bookkeeping tasks.
STRENGTHS
Flexible, balanced, and efficient. You stay involved where it makes sense while we handle either the ongoing management or the cleanup to ensure accuracy and consistency moving forward.
IDEAL FOR
Business owners who want professional support to handle tricky transitions or ongoing bookkeeping while staying involved in the areas they value most.
Get Started
Right Fit
Bookkeeping™
Getting Started
With the Right Fit Bookkeeping™ approach, you’ll gain the clarity and tools you need to confidently handle your books—whether that means doing it yourself or letting us handle it for you.
WHAT YOU’LL GET
Practical tools to start organizing your finances today
Guidance to set up the right systems for your business
Less stress, more confidence in managing your money
YOUR NEXT STEP
Get Started
Right Fit
Bookkeeping™
Getting Started
With the Right Fit Bookkeeping™ approach, you’ll gain the clarity and tools you need to confidently handle your books—whether that means doing it yourself or letting us handle it for you.
WHAT YOU’LL GET
Practical tools to start organizing your finances today
Guidance to set up the right systems for your business
Less stress, more confidence in managing your money
YOUR NEXT STEP
NAVIGATE
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