Other Ways to Work Together

Choose Your Support📎 SERVICES & PRICING

Not every business needs full reconstruction. Here are other ways we can work together.

For those who simply need some collaboration, not a takeover in puzzle.io

Choose 1 Each Month – $170

Choose 2 Each Month – $300

Services to choose from:

Attach Documents/Receipts to your Transactions🧾
Split Your Expense Transactions In Puzzle➗
1 Monthly Transaction Review Walkthrough‑ With You🔍
Puzzle “Month End Close Checklist & Inbox ‑ Explanation✔️
2 • 50‑minute Focus Sessions • Accountability ⏱️

—For self-employed service-based business owners In the USA—

For businesses using puzzle accounting software only

📎Build Your Bookkeeping Support is a pay-as-you-go collaborative option for business owners who want professional support while still doing parts of their own books. No contracts. No commitments.

Pick what you need us to handle (maybe the ones you dread most), and you manage the rest yourself.

1. Attach Expense Documents to Transactions🧾

🧾You send the documents and receipts. I attach them to the corresponding transactions inside Puzzle. Up to 50 transactions included

2. Split Expense Transactions➗

Transactions often need to be split when you purchase multiple items on one receipt.
Example: You buy a laptop and office supplies on the same receipt.

➗We will split transactions that need to be divided between categories or uses. Up to 50 transactions included

(Receipts/Documents must be attached before we can perform splits)
Does not include determining new categorization strategy.

3. Transaction Review Walkthrough🔍

Monthly explanation and discussion of selected transactions inside Puzzle. No corrections or classifications are included.

4. Puzzle “Month End Close Checklist & Inbox” Explanation✔️

We look over your puzzle “close checklist” to review and confirm which items are complete and incomplete.
🎁Bonus: We check and explain your “INBOX” notifications so you can ensure that the system shows no pending inbox or automation alerts. We explain what the checklist and inbox notifications means.
- Available only to business owners using Puzzle’s “Automation” subscription plan.

5. Two • 50‑minute Focus Sessions • Accountability ⏱️

Join us live to work on your bookkeeping, organize your documents/receipts, or tackle anything you need to get done.

We’re right there with you, answering software (not bookkeeping) questions as they come up, offering encouragement when you need it, and keeping you moving so your books actually get done with more confidence and less stress.

Pay-as-you-go — cancel anytime

Switch between services anytime from month to month based on what you need.

📎”Build Your Bookkeeping” might be just the Support you need!

Because sometimes DIY bookkeeping is easier with a human there

Take advantage of live support from a human while you work on getting business things done. 🍒

“Being on camera and sharing your screen is optional. Video calls are never recorded.”

Accountability sessions are focused work blocks. You can come prepared with specific tasks you already know how to complete.

DIY bookkeeping accountability for any system you use. Whether you work in a spreadsheet, software, or your own method, we’re here to help you stay focused and make progress.

Accountability Sessions & Pricing

⏱️ 55 Min Focus Work- Session — $78 USD
A structured “work-with-me” session to keep you on track from start to finish. +5 Min Debrief Included

“Grab the 2 Session Pack — $148 USD” (30 day Expiration)

⏱️ 25 Min Focus Work- Session — $40 USD
A focused 25‑minute power session — perfect for quick wins and getting straight to work.

“Grab the 3‑Session Bundle — $105 USD” (30 day Expiration)

⏱️ 15 Min Focus Work- Session — $20 USD
A short activation burst to get into motion.

“Give it a try with your DIY bookkeeping”

This is not a coaching or bookkeeping Q&A session

Stay consistent with your bookkeeping through clear planning, goals, reminders,& follow up.

This is private, focused accountability delivered through direct text or voice inside Voxer for businesses using puzzle accounting software.
(This is NOT a group.)

With this VIP support, you receive:

One 25‑minute “Accountability Work- Session Call”
Early Month “Time Boxing” ‑write top priorities, brain dump, time block
Mid-month time‑box reset to adjust workloads and recommit.
Mid‑month reminder to GET IT DONE👋🏾
Quick check‑ins to confirm progress
End‑of‑month accountability check‑in
Private Voxer access ‑ for voice clips and messaging
Direct accountability focused only on completing the tasks you committed to
Priority Voxer Access — 24 hour responses during office hours.
Conversations is limited to accountability only (no advice)

Price: $160 USD/Month — cancel anytime

This service helps you decide, commit, stay consistent and caught up on your bookkeeping through simple, structured monthly accountability.

⭐ “I see YOU.”
⭐ “I’m watching YOUR progress.”
⭐ “I’m tracking whether YOU did your task.”
⭐ “I’m sending YOU messages tailored to your behavior.”

Stay consistent with your business tasks/projects through clear planning, goals, reminders,& follow up.