Soul Driven Journey
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Soul Driven Journey

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Bringing Peace and Clarity to Every Step of Your Journey.

 Hi, I’m Sami!

I’m a Certified QuickBooks ProAdvisor dedicated to helping small business owners reclaim their time and sanity. I know that managing the books can feel like a second full-time job—one that keeps you up at night.

My mission is to make your financial process smooth, automated, and completely stress-free. When you work with me, you’re not just getting a data entry clerk; you’re getting a partner who provides professional, prompt, and trustworthy service so you can focus on what you do best: growing your business.

 

  • QuickBooks Expert: I don't just "use" the software; I optimize it to work for you.
  • Automation First: I use the latest AI tools to reduce manual errors and get you your reports faster.
  • Clear Communication: No "accountant-speak." I explain your numbers in plain English.
  • Tax-Ready Results: Never scramble in April again. Your books will be organized and ready for your CPA year-round.


 Ready to get your weekends back?

I’m here to help, and I truly look forward to connecting with you!

Contact Me

BOOKKEEPING SERVICES

Tier 1: The Cleanup & Catch-Up:

TBD

For the business owner who hasn't looked at their books in months (or years) and needs to get "tax-ready" fast. 

  • Catch-Up Entry: Recording all missed historical transactions.
  • Account Cleanup: Fixing discrepancies and reconciling old bank statements.
  • Account Overhaul: Reorganizing categories for better tax tracking.
  • Diagnostic Review: Identifying "red flags" and errors in your current data.

Tier 2: Monthly Maintenance

TBD

The standard "Keep me in the Green" package for consistent, stress-free financial health. 

  • Weekly Categorization: Sorting expenses and income regularly.
  • Bank Reconciliation: Ensuring QB matches your bank balance monthly.
  • A/P & A/R: Managing bills, sending invoices, and tracking payments.
  • Financial Reports: Monthly P&L and Balance Sheets sent to your inbox.
  • Sales Tax: Tracking and prepping your monthly/quarterly filings.

Tier 3: Advisory & Growth

TBD

For the scaling business owner who wants to use their data to make bigger, better decisions. 

  • Cash Flow Forecasts: Predicting your bank balance 3–6 months out.
  • Budget vs. Actuals: Monthly meetings to track spending against goals.
  • Full-Service Payroll: Direct deposits, filings, and new hire setup.
  • Tax Prep & 1099s: Handling contractor forms and prepping for your CPA.
  • KPI Tracking: Monitoring the specific metrics that drive your profit.

BONDED & INSURED

Legal Disclaimer

Samantha Devin provides bookkeeping and QuickBooks consulting services. I am not a Certified Public Accounting (CPA) firm or a law firm. Our services do not include providing legal advice, tax opinions, or audited financial statements. All financial decisions should be made in consultation with your CPA or tax professional. Samantha Devin is not responsible for the accuracy of data provided by the client or for any business losses resulting from the use of our reports. 

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