Stop guessing. Start knowing.

Get expert bookkeeping support without giving up control.

A monthly membership designed for business owners using Zoho Books or QBO who want to stay in control of their books but still have an expert in their corner.
JOIN THE BOOKKEEPING SUPPORT MEMBERSHIP

Your books don't have to be a source of stress. With the right support, staying on top of them is actually doable, even if you're doing them yourself.

This monthly support membership is designed to keep your books clean, your questions answered, and your reports accurate month after month. Because when your finances are clear, your decisions are smarter and your business runs smoother.

Choose the level of support that fits where you are right now.

Falling behind is easier than you think

Here's what we hear from business owners before they join.

Still Guessing

"I'd spend an hour Googling one question and still not know I did it right."

Falling Behind

"I kept telling myself I'd catch up next week, but next week kept moving."

Lost in Reports

"I would run my reports and I honestly had no idea what I was looking at."

Doing your own bookkeeping still makes sense
(with the right support)

Most business owners hand their books off entirely or try to figure out everything alone.

There's a middle ground. You stay in control of your own numbers, which keeps you more connected to your business. You just don't have to white-knuckle it every month wondering if you did something wrong. That's what this membership is built for.

So when's the right time to get support?

Whenever you're tired of guessing. Whenever the books feel like they're hanging over you.

A lot of our clients come to us after a stressful tax season. Some come when their business grows and the numbers suddenly feel harder to track. There's no perfect moment. There's just now, and then later.

JOIN THE MEMBERSHIP
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Hi, We're Stephanie & Kris

We are bookkeepers and fractional CFOs, and we are a husband-and-wife team.

We've worked with a lot of business owners who are smart, capable people, but finances just weren't something they grew up talking about. So they avoid it, or they guess, or they hand it off to someone who never explains what's happening.

We do things differently. We keep it simple, we explain what we're doing and why, and we stay in your corner even when the numbers aren't pretty.

We built this membership because not every business owner needs a full-service bookkeeper. Some of you just need a team to ask questions. Others want someone checking their numbers every quarter. That's why we created two plans... so you can pick the support that actually fits.

Why it works

Your books stay current with this membership for three reasons:
  • You get answers when you're stuck. No more Googling for an hour and still not being sure. Ask us and get a clear answer.
  • You have accountability. Weekly reminders keep your books from piling up. Catching up is always harder than keeping up.
  • You can choose how much expert involvement you want. Need tools and a safety net? The Essentials has you covered. Want someone reviewing your books every quarter? The Essentials + Expert Review gives you that.

And the results speak for themselves

She came to us overwhelmed and left with clarity

"Made everything easy to understand and stress-free. Clear, honest communication and real support the whole way through."

He didn't want to just hand off his books to someone else

"They spent time to train me on how to appropriately order my books. I love their teaching approach paired with their deep expertise."

She described what it actually feels like to work with us

"Reliable, thoughtful, and excruciatingly thorough. They ask questions most others miss and cares for my business like it was their own."

The Bottom Line:

You shouldn’t have to choose between doing it all yourself or handing it off completely. This membership gives you support, structure, and peace of mind without taking control away from you.

And now, we’d love to introduce you to...
The Bookkeeping Support Membership experience

DIY bookkeeping works. It works even better when you're not doing it completely alone.


We kept hearing the same thing from business owners:

"I don't need someone to take over my books. I just need someone I can ask when I get stuck."


And then from others:
"I want to do my own books, but I need someone to actually check them and tell me if something's off."

That's why we built two plans. Same membership. Different levels of support.


So if you find yourself saying...

  • "I use QuickBooks Online or Zoho Books and I just want someone who knows my platform..."
  • "I'm doing my own bookkeeping but I'd feel better knowing someone's there if I get stuck..."
  • "I want to stay on top of my books but I need accountability to actually do it..."
  • "I'd love an expert to look at my numbers and tell me if I'm on the right track..."

The Bookkeeping Support Membership can help!

Most small business owners don’t need a full-time bookkeeper.

What they do need is guidance they can trust, a way to stay consistent, and the option to have someone check their work when it counts.

That’s what this membership is designed to provide:
Ongoing expert support that helps you stay organized, in control, and ready for whatever comes next.

What does that look like?

  • No more scrambling at tax time
  • Clear financials you actually understand
  • Guidance when you're stuck without hiring someone full-time
  • Confidence that you're staying on track and doing it right
JOIN THE MEMBERSHIP

So what is the Bookkeeping Support Membership?

It's an ongoing support membership for business owners who are managing their own books but want expert backup along the way. We offer two plans so you can choose the level of support that makes sense for your business right now.

Here's what you get:

Two plans. Same membership. Pick the one that fits.

Plan 1: The Essentials | $50/month
Access to Ask Questions
No more Googling or second-guessing. Send us your question and get a clear answer within 2 business days.
  • Written answers with step-by-step guidance
  • Video walkthroughs when seeing it is easier
  • Available anytime through the member portal
Weekly Accountability Reminders
Consistency is the whole game with bookkeeping. A simple weekly nudge keeps your books from sliding.
  • Sent every week to keep you on track
  • Takes the "I forgot" excuse off the table
  • No guilt, just a gentle reminder to stay current
Monthly Live Q&A + Co-Working Sessions
Two sessions every month. Bring questions or just show up and get your books done.
  • Real-time answers to real questions
  • Open co-working time so you're not doing it alone
  • Summaries available if you can't make it live
Essential Tools & Templates
We've curated a practical resources to help keeps things simple and organized.
  • Month-end checklist so you know exactly what to do
  • Categorization guide to stop the second-guessing
  • Training tutorials when you need a refresher
Plan 2: The Essentials + Expert Review | $147/month

Everything in The Essentials, plus expert eyes on your books and a personalized start.

Priority Q&A Support
Your questions move to the front of the line. 

Clear, practical answers within 1 business day instead of 2.
Quarterly Bookkeeping Check-Ins
Up to four times a year, we will do a personalized review your books with fresh eyes.
  • Catch errors and miscategorizations early
  • Identify anything that could cause problems at tax time
  • Leave with a clear picture of where things stand
Personalized Onboarding Session
Before you dive in, we'll review your current bookkeeping setup and give you personalized recommendations so you start with a clear picture, not a guessing game.
  • Understand where your books are right now
  • Know exactly what to focus on first
  • Get set up to get the most out of your membership from day one
Member Discounts on Other Services
As you grow and you find that you need more support, you'll get it at a lower rate.
  • 20% off 1:1 Ask a Bookkeeper sessions
  • 10% off catch-up or clean-up projects (if you're behind)
  • 10% off monthly bookkeeping services (when you've grown and are ready)

You could keep figuring it out alone...

Or you could finally get expert support without the full-service price tag.
Hiring a full charge bookkeeper can cost hundreds (or thousands) each month.

Doing it yourself?
That can cost even more especially when mistakes go unnoticed or tax season creeps up on you.

This membership gives you a smarter middle ground.
Without the overwhelm or the high-end retainer.

Your Investment

Pick the plan that fits where you are right now.

The Essentials

All the support you need including:

✓ Q&A support (within 2 business days)

✓ Weekly accountability reminders

✓ Monthly live Q&A and co-working sessions

✓ Essential tools and templates

$50/month
Enroll in Essentials
The Essentials + Expert Review

Everything in The Essentials plus:

✓ Priority Q&A (within 1 business day)
✓ Quarterly bookkeeping check-ins
✓ Personalized onboarding session
✓ Member discounts on additional services

$147/month
Enroll in Essentials + Expert Review

Not sure if this is the right fit?
You're Covered.
You can cancel anytime. No contracts, no pressure.
Just solid support, right when you need it.

Want to pay for a year up front? 
Email us at membership@newlightfs.com and we'll set you up with one month free.

So let’s recap . . .

Here’s what you get with the Bookkeeping Support Membership

Plan 1: The Essentials | $50/month

Access to Ask Questions

Send us your bookkeeping questions and get clear, practical answers within 2 business days.

Weekly Accountability Reminders

Simple weekly nudges to keep your books current and off the back burner.

Monthly Live Q&A + Co-Working Sessions

Bring your questions, get real-time answers, or use the time to sit down and actually get your bookkeeping done.

Essential Tools & Templates

Month-end checklists, categorization guides, and training tutorials — everything you need to stay organized.

Plan 2: The Essentials + Expert Review | $147/month

Everything in The Essentials plan, plus:

Priority Access to Ask Questions

Your questions move to the front of the line with answers within 1 business day.

Quarterly Bookkeeping Check-Ins

Expert eyes on your books every quarter to catch errors, clean up issues, and keep you tax-ready.

Personalized Onboarding Session

We'll review your current setup and give you personalized recommendations so you start with a clear picture.

Member Discounts on Additional Services

When you need more support, you'll get it at a lower rate.
  • 20% off 1:1 Ask a Bookkeeper sessions
  • 10% off catch-up or clean-up projects (if you get behind)
  • 10% off monthly bookkeeping services (when you're ready)

Ready to stop guessing and start feeling confident about your books?

Join the DIY Bookkeeping Support Membership today and get the expert support you've been missing, without committing to full-service bookkeeping.

The Essentials

$50/month

JOIN THE ESSENTIALS

The Essentials + Expert Review

$147/month

JOIN THE ESSENTIALS + EXPERT REVIEW

If you have any questions or concerns about the membership just email us.
We're happy to help: membership@newlightfs.com

We’ll be here to support you every step of the way

Inside this membership, you’ll get access to practical support, real answers, and guidance that fits your business not someone else’s.

Click below to join and get started today.
LET'S DO THIS

New Light Financial Solutions | hello@newlightfs.com

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