No. Bookkeeping Buddy Club is designed for people who want to keep their own books but don’t want to do it alone. You stay in control of your bookkeeping, and I provide steady guidance, clarity, and support whenever you need it. If you ever decide you want full‑service bookkeeping, we can talk about options — but this membership is specifically built for DIY bookkeepers.

Anything related to your bookkeeping, your systems, or the situations you’re running into. That includes how to categorize transactions, how to handle tricky bookkeeping scenarios, how to stay organized, how to prepare for year‑end, and how to make your books clearer and more consistent. No question is too small, too basic, or too “I should already know this.” This is a judgment‑free space.

Bookkeeping Buddy Club is designed to support DIY bookkeepers — not replace your bookkeeping system or act as full‑service financial management. Here’s what isn’t included in the membership:

• Full‑service bookkeeping

I won’t be entering transactions, reconciling accounts, managing your books, or completing monthly bookkeeping tasks for you. You stay in control of your books.

• Cleanup or catch‑up work

If your books need historical cleanup, that’s a separate project outside the membership. Buddy Club can help you understand what needs fixing, but the hands‑on cleanup itself isn’t included.

• Payroll processing or HR support

Payroll setup, payroll runs, payroll corrections, and HR‑related tasks aren’t part of the membership.

• Legal, tax, or audit advice

I can help you understand your books and prepare for conversations with your CPA or attorney, but I don’t provide tax strategy, legal guidance, or audit representation.

• Software or integration issues

Questions about logging in or managing your QuickBooks Online account, or troubleshooting third-party integrations should be directed to Intuit or the third-party software company.

• Emergency or on‑demand troubleshooting

Bookkeeping Buddy Club offers steady, reliable support — but it’s not designed for urgent, time‑sensitive issues that require immediate intervention.

Office hours are scheduled times when members can drop in on a virtual meeting to talk through questions in real time. You can bring a specific issue, ask for clarity on a process, or get reassurance that you’re doing things correctly. It’s casual, supportive, and designed to help you get unstuck quickly.

If you’re in Tier 2, your quarterly advisory session is dedicated time for deeper review and planning. We look at your books together, talk through what’s working and what’s not, identify improvements, and make sure you’re set up for the next quarter. You’ll leave with clear action steps and a better understanding of your financial picture.

I will conduct a recorded review of your QuickBooks account quarterly (monthly for Tier 2 members) and send you the recording to view at your convenience. The goal is to let you know what’s working and what might need attention. This helps catch any issues before they turn into bigger problems and provides guidance on how to fix them.

Yes. You can move between tiers at any time. If you start with Buddy Support and later want more personalized guidance, you can upgrade to the Advisory tier. If you begin with Advisory and find you don’t need quarterly sessions, you can switch down. The membership is designed to flex with your needs.

Membership is month‑to‑month, and you can cancel anytime. There’s no long‑term contract.

However, to receive the quarterly benefits included in each tier —

• Tier 1: the recorded quarterly book review

• Tier 2: the quarterly 1:1 advisory session

— you’ll need to maintain your membership for at least three consecutive months.

This ensures you receive the full value of the quarterly support and gives us enough time to review your books meaningfully. Other than that, you’re free to stay as long as the membership feels helpful. My goal is to make bookkeeping feel clearer and more manageable — not to lock you into something that doesn’t fit.

Yes — Bookkeeping Buddy Club is specifically designed for members who use QuickBooks Online. It’s the platform I support exclusively, and it’s where I can give you clear, accurate guidance that truly helps.

If you’re not currently using QuickBooks Online, we can talk about my QBO Setup service before you join the club. Once your system is set up correctly and you feel comfortable navigating it, you’ll be fully ready to get the most out of your membership.

Absolutely. Bookkeeping Buddy Club is designed to support beginners, DIY bookkeepers, and anyone who wants a calm place to learn without feeling embarrassed or overwhelmed. You don’t need any prior knowledge — just a willingness to learn and ask questions.

However, if you are brand new to bookkeeping and/or QuickBooks Online, you may find that a couple of private training sessions will help you start off on the right foot and allow you to get more out of the Bookkeeping Buddy Club.

DM support and advisory sessions are private. Office hours are group‑based, but you can choose whether to ask your question out loud, type it in the chat, or simply listen. You’re always in control of what you share.

If you ever need deeper support — cleanup, system setup, or full‑service bookkeeping — we can talk about options. Bookkeeping Buddy Club is designed to support DIY bookkeepers, but you’re never stuck if your needs change.

Read the full terms and conditions of membership in the Bookkeeping Buddy Club here.