Hi, I'm Jane. Money coach, bookkeeper & adult educator

Money Coaching & Setup

Your finances,
simplified.
Your books, finally
under control.

I help individuals, side-giggers, and small business owners get organized, automated, and confident enough to run their own books — on their schedule, at their pace.

Book a Free Discovery Call See Services & Pricing

Monthly Budget Overview

Everything in one place

Income · Expenses · Debt · Savings

QuickBooks Online Google Sheets

Automated & Connected

Bank imports · Google Calendar sync

Important dates added automatically

Debt Paydown Savings Planning

The Goal

You run it confidently on your own

A few sessions, or a full year — whatever it takes

Who I Help

You don't need to be a numbers person.
You just need the right system.

Whether it's your household budget or your business books, I'll build you a setup that makes sense — and teach you to run it yourself.

🏠

Personal Finances

Get your household budget organized, track what's coming in and going out, plan for irregular expenses, and start making real progress on debt and savings.

Budget tracking Debt paydown Savings planning Important dates

💻

Side Gigs & Freelancers

Track your income and expenses separately from personal finances, understand what you owe at tax time, and keep your finances organized without it taking over your life.

Income tracking Expense categorization Tax-ready records GST tracking

🏢

Small Business Owners

Get your QuickBooks set up properly from the start — or catch up if you've fallen behind. Chart of accounts, bank feeds, invoicing, and the skills to keep it current.

QuickBooks Online Chart of accounts Bookkeeping catch-up Invoicing

How It Works

From overwhelmed to
organized and independent

No judgment, no jargon. Just a clear path to having your finances under control — and the confidence to keep them that way.

We assess your situation

A free 30-minute discovery call to understand where you are, what tools make sense, and what a realistic plan looks like for you.

I set it up and teach you

I do the behind-the-scenes setup, then walk you through everything step by step — at your pace, until you actually get it.

You run it on your own

Some clients are ready in two sessions. Others work with me for a year. Either way, the goal is always your independence — not your dependency.

Learn With Jane

See how it works
before you commit to anything

Short, practical videos that show you exactly what getting organized looks like — no jargon, no pressure. Watch at your own pace.

Featured Welcome to The Money Organizer — What to Expect

A quick overview of who I am, how I work, and what getting your finances organized actually looks like — whether you're starting fresh or catching up.

Straightforward packages.
No hidden costs.

Every engagement starts with a free discovery call to make sure we're a good fit and you get the right package for your situation.

QuickBooks Setup

Simple Setup — QuickBooks Online

$200 flat rate

Get your QuickBooks Online account set up properly from the start, with the knowledge to keep it running.

2 × 30-minute virtual sessions included
Behind-the-scenes chart of accounts setup
Learn how to download and import bank transactions
Sample input walkthrough so you feel confident
Invoicing setup available

Spreadsheet Setup

Simple Setup — My Money Organized

$200 flat rate

Get the My Money Organized spreadsheet customized and set up for your personal finances or side gig — plus hands-on training to use it well.

2 × 30-minute virtual sessions included
Custom spreadsheet configured for your situation
Bank transaction download walkthrough
Categorization training and sample input
Google Calendar automation set up

Bundle

QuickBooks + My Money Organized

$300 bundle rate

The complete setup for entrepreneurs and side-giggers who need both a business bookkeeping system and personal finance tracking.

Everything in both setup packages
$100 savings vs. purchasing separately
Coordinated so the two systems work together
Ideal for sole proprietors and self-employed

Ongoing Support

Coaching & Bookkeeping Catch-Up

TBD on discovery call

Some situations need more than a setup package. Whether you're months behind on your books or need ongoing coaching sessions, we'll figure out a plan together.

Hourly coaching rate — discussed on discovery call
Bookkeeping catch-up — quoted per project
Flexible scheduling to fit your availability
Work together until you're fully caught up and confident

The Spreadsheet Tool

My Money Organized — the spreadsheet that does the heavy lifting

Built for people who want to see their complete financial picture without paying for software subscriptions. Download your bank transactions, categorize them, and let the spreadsheet do the rest.

Budget tracking — personal and side gig in one place

Debt paydown planner with flexible start months

Savings planning and income tracking

Automatically adds important dates to Google Calendar

Bank transaction import — no manual entry

GST tracking built in for self-employed Canadians

$50

one-time purchase · includes guidance document
Add training sessions for $200 (setup package)

Get My Money Organized

Total Income

$5,840

Total Expenses

$3,210

Budget by Category

Housing

$1,440

Food

$760

Car

$480

Savings

$530

Debt Paydown Schedule

Car Loan

Mo. 1

Line of Credit

Mo. 7

Google Calendar — Auto-added

Insurance renewal — Apr 15 Property tax — Jun 30 GST filing — Jul 31

About Jane

I learned this the hard way,
so you don't have to.

I'm not an accountant or financial advisor — I'm someone who figured out bookkeeping and financial organization as an entrepreneur, then spent years helping businesses and nonprofits do the same.

I started my career at a bank, working as an account manager and earning my securities license. But it was running my own business that taught me what really matters: having a clear, simple system you actually understand and use.

Since then I've done bookkeeping for small businesses and nonprofits, set up QuickBooks systems from scratch, and helped people dig out from years of catch-up work. I built the My Money Organized spreadsheet tool because I wanted something that worked the way real people think about money.

My goal is always to work myself out of a job. The sooner you're running your own books with confidence, the better I've done mine.

Entrepreneur first

Learned bookkeeping by doing it for my own business — I know what it's like in the trenches

Banking background

Former account manager and licensed securities representative — finance isn't new territory

Not a dependency

My goal is to teach you to do this yourself — not to keep you relying on me

Based in BC, Canada

Familiar with Canadian tax context — GST, CRA requirements, sole proprietor specifics

Get in Touch

Book a free discovery call

No commitment, no pressure. We'll talk through your situation, figure out what makes sense, and I'll give you an honest answer about whether I can help.

First name

Last name

Email address

What are you looking for?

Tell me a bit about your situation (optional)

Typically responds within 1–2 business days. Based in British Columbia — virtual sessions available anywhere in Canada.

Your finances,simplified.Your books, finallyunder control.

You don't need to be a numbers person.You just need the right system.