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DIY Bookkeeping Support
Managing your own bookkeeping doesn't mean you have to figure everything out on your own.
Ongoing bookkeeping guidance, accountability, and practical support for small business owners who manage their own books.
Stay consistent with your bookkeeping, get answers when you're unsure what to do, and have an experienced bookkeeper in your corner without paying for full-service monthly bookkeeping.
$97/month
Is This You?
You want to keep doing your own bookkeeping, but:
✓ You aren't always sure you're doing things correctly or know if you're on the right track
✓ Bookkeeping keeps getting pushed aside when business gets busy
✓ You have questions but don't know who to ask
✓ You want to know what you should actually be doing each month
✓ You want a better understanding of your income, expenses, and profit
✓ You want to catch potential bookkeeping issues before they become bigger problems
✓ You're not ready to pay for full-service monthly bookkeeping
✓ You'd like some accountability to help you stay consistent
If that sounds familiar, DIY Bookkeeping Support was created for you.
You can continue managing your own books while having ongoing access to guidance, regular check-ins, and an additional set of eyes on your bookkeeping.
What You'll Receive
Ask-a-Bookkeeper Support
Have a bookkeeping question? Submit it through your dashboard when you're stuck, unsure how to handle something, or need help figuring out your next step. Questions are typically answered within 1–2 business days.
Monthly Bookkeeping Check-Ins
Stay accountable with a simple monthly check-in designed to help you keep your bookkeeping current, identify anything that still needs attention, and determine where you may need support.
Quarterly Books Checks
Submit your bookkeeping information once per quarter for an additional set of eyes on your DIY books. You'll receive personalized feedback on what looks good, anything that may need another look, and what to focus on next.
Practical Tools & Resources
Access bookkeeping checklists, guides, worksheets, and other practical tools when you need them. Not sure which resource would help? Ask, and I'll point you in the right direction.
Bookkeeping Guidance & Education
Get clear, practical explanations to help you better understand your bookkeeping, reports, and numbers without sorting through generic information on your own.
Ongoing Accountability
Have a consistent structure for staying connected to your bookkeeping throughout the year, rather than realizing months later that you've fallen behind.
What DIY Bookkeeping Support Helps You Do
Keep doing your own bookkeeping with more support and less guesswork.
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Stay consistent with your bookkeeping
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Know what needs to be done each month
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Get help when you're unsure how to handle something
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Keep your financial records organized
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Catch potential issues before they become bigger problems
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Better understand your income, expenses, and profit
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Build a bookkeeping routine you can realistically maintain
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Avoid letting unanswered questions or unfinished bookkeeping pile up
What DIY Bookkeeping Support Is Not
DIY Bookkeeping Support is designed to support you while you manage your own books, not take over your bookkeeping for you.
✗ Done-for-you bookkeeping
✗ Reconciliation or correction of your books
✗ Bookkeeping setup, catch-up, or cleanup
✗ Tax preparation
✗ Tax advice
✗ Payroll or sales tax services
✗ Financial advising or investment advice
✗ Legal advice
✗ A replacement for your CPA,
✗ An audit, or other professional accounting services
Need more hands-on bookkeeping help? Bookkeeping setup, catch-up, cleanup, and monthly bookkeeping may be available separately.
Simple Monthly Support for Your DIY Bookkeeping
$97/month
Your monthly subscription includes:
✓ Ask-a-Bookkeeper Support
✓ Monthly Bookkeeping Check-Ins
✓ Quarterly Books Checks
✓ Practical Tools & Resources
✓ Bookkeeping Guidance & Education
✓ Ongoing Accountability
Month-to-month.
Cancel anytime before your next billing date if you don't wish to continue.
Frequently Asked Questions
Who is DIY Bookkeeping Support for?
DIY Bookkeeping Support is for U.S.-based small business owners who manage their own bookkeeping and want ongoing guidance, accountability, and someone to turn to when bookkeeping questions come up.
It's especially useful if you're comfortable doing the actual bookkeeping yourself but don't necessarily want to figure out every question or problem on your own.
Do I need to use QuickBooks?
No. You can use a bookkeeping spreadsheet or bookkeeping software.
The goal is to help you maintain a bookkeeping system that works for your business, whether you're using a simple spreadsheet or accounting software.
Will you do my bookkeeping for me?
No. You remain responsible for recording and maintaining your bookkeeping.
If you reach a point where you need more hands-on help, bookkeeping setup, catch-up, cleanup, or monthly bookkeeping may be available separately.
What can I use Ask-a-Bookkeeper Support for?
Use it when you have a bookkeeping question, aren't sure how to categorize or record something, don't understand something in your bookkeeping, or are stuck on what to do next.
Questions that require tax, legal, accounting, or other professional advice may need to be directed to the appropriate professional.
What happens during a Quarterly Books Check?
Once per quarter, you'll have the opportunity to submit your bookkeeping information or provide appropriate access to your bookkeeping system.
I'll review the information provided and give you personalized feedback on what looks good, anything that may need another look, and what to focus on next.
A Quarterly Books Check is a limited review and is not an audit, reconciliation, tax review, or guarantee that your records are complete or accurate.
How quickly will my questions be answered?
Most Ask-a-Bookkeeper questions receive a response within 1–2 business days.
How do I access DIY Bookkeeping Support?
You'll receive access to a private Jotform App that can be accessed from desktop or mobile. Your dashboard is where you'll submit questions, complete check-ins and Quarterly Books Checks, and access your tools and resources.
Can I cancel anytime?
Yes. DIY Bookkeeping Support is month-to-month. You can cancel before your next billing date if you don't wish to continue.
You Can DIY Your Bookkeeping Without Doing It Completely Alone
You may not need someone to take over your bookkeeping.
You may just need a bookkeeper you can turn to when you have a question, some accountability to help you stay consistent, and another set of eyes on your books throughout the year.
DIY Bookkeeping Support gives you that ongoing support for $97/month.
Please note: DIY Bookkeeping Support is a monthly support plan for U.S.-based business owners who manage their own bookkeeping. It provides bookkeeping guidance, accountability, periodic books checks, and access to practical tools and resources. It does not include done-for-you bookkeeping, reconciliation, bookkeeping cleanup or corrections, tax preparation or tax advice, legal advice, audits, financial advisory services, or other professional accounting services. Clients remain responsible for maintaining and verifying their own bookkeeping records and should work with an appropriate tax, accounting, or legal professional when needed.