Clear numbers.
Confident decisions.
Financial Clarity That Keeps Your Business Moving Forward
Happy Books partners with business owners to help them gain financial clarity. Once we know where the business stands we create a custom strategy with the goal to bring the business consistent, positive cash flow. We also provide bookkeeping and non-judgmental book cleanup services if a business owner needs help getting on track.
Services We Provide
Financial Clarity Coaching
Most advisors show you where you’ve been. This is about where you’re going.
How it works:
● A foundation session: your goals, your why, your definition of success
● Monthly strategy meetings — I come prepared, we decide together
● A focused agenda with clear priorities before every meeting
● Concrete next steps we commit to together each month
● A steady path to consistent, positive cash flow
● Ongoing support between sessions
Monthly Bookkeeping
Reliable, accurate bookkeeping every single month — so you always know exactly where you stand.
● Transaction categorization and reconciliation
● Bank and credit card account reconciliation
● Monthly financial reports (P&L, Balance Sheet)
● QuickBooks Online management
● Year-end preparation support
For the business owner who wants their books handled with care, every month - without having to think about it
Catch-Up & Clean-Up
Behind on your books? No judgement here - just solutions. Let’s get you back on track.
● Full review of your current books
● Categorization and reconciliation of past transactions
● Correction of any errors or miscodings
● Clean books ready for tax season
● Clear summary of where things stand
A one-time service to get you to zero - organized, accurate, and ready to move forward with confidence.
Success Stories
I organized an Illinois Limited Liability Company, Compliant Packaging LLC. The company specialized in the distribution of child resistant packaging for the Cannabis industry. Katie Munn was hired as our bookkeeper in 2017. She was in charge of our payroll, billings, payables, receivables and Colorado county sales tax filings. She was quickly elevated to the role of Business Manager as her knowledge base and ability to process and adapt to all of the nuances of this industry was remarkable. It certainly made my ability to operate remotely easier, as she handled all of her assignments flawlessly. There is no doubt in my mind had Katie not moved on to a different job/opportunity in 2020 that I would have eventually offered her the position of director of operations. She is the real deal. Anyone who hires her will get 100% performance, knowledge and honesty.
George Sang -
Compliant Packaging
I had the pleasure of working with Katie Munn at Compliant Packaging LLC, and I can honestly say she was a valued member of our team. Katie brought dedication, professionalism, and a positive attitude to everything she did. I appreciated her reliability, attention to detail, and willingness to step up and get things done. She played an important role in keeping our business operations running smoothly, and I knew I could count on her. I enjoyed working with Katie and would welcome the opportunity to work with her again. I highly recommend her to any organization looking for someone who is dependable, capable, and genuinely committed to doing a great job.
Todd Golden -
Compliant Packaging
Katie at Happy Books has handled my bookkeeping since 2018 and I couldnt be happier. She keeps my books in check and allows me to focus on client work and business development. Her communication is great and she has also pointed out blind spots I had which saved me money. Katie has always been honest and up front about where I am and given me well thought options of where to go. She is a valuable partner to my business.
Michael Morten
Morten Design Co
Get in touch to start on the road to financial clarity.