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Virtual bookkeeping services and budget coaching by Ellen Oliver

“If you genuinely care about the goal, you’ll focus on the system.”

— James Clear

Does thinking about money in your business or your life cause you anxiety? We can help!

We offer virtual bookkeeping services (using QuickBooks Online and Xero) for businesses as well as budget and cash management coaching (using YNAB) for business owners for both their business and household finances. We have a team for bookkeeping, and Ellen is a certified YNAB “budget coach”.

Getting clear on your business cash flow situation can do wonders for your anxiety level. Ellen can help you set financial goals and achieve them through accurate and timely record-keeping and being purposeful in deciding what you want your money to do for you. Clarity brings peace.

Want to hear how Ellen talks about budgeting?

Client Reviews:

“I initially hired Ellen to clean up my Quickbooks online, but I quickly learned that her talents extended far beyond that task. She has been helping me create a much more effective financial set up and helping me to see how I can work toward higher profitability. Ellen Oliver is extremely intelligent, detail oriented, and skilled. But she is also compassionate. Most of all -- and for this I am most grateful -- she can see the vision I have for my business and can support me in making decisions and taking actions to achieve the fullest actualization of my business aspirations. I give her my highest recommendation (12 out of 10) and would readily recommend her to my closest friends and family.”

~ AnnMerle Feldman

“Throughout the process of working with Ellen I felt like I was in capable hands. She explained everything carefully and thoroughly (bookkeeping not being my first language), was respectful and accommodating of my business preferences, and worked with me on my limitations. When the "final product" was presented, I grasped it all easily and swiftly thanks to her careful preparation and explanation. I definitely recommend Systems by Ellen for your bookkeeping needs.”

~ Mary Akers, Earth Water Fire Studio

“I loved working with Ellen! She's extremely organized and knowledgeable about YNAB. I chose her over other coaches because she has insights on both personal and business finances. Beyond our productive, encouraging sessions, Ellen reached out and engaged with my social media content when we weren't meeting, which I found to be a lovely illustration of how thoughtful and supportive she is.”

~ Kelsey

“I am extremely grateful for Ellen's expert advice and support as I implemented the YNAB software for my family and business budgets. She is patient, kind and fun to work with! As a busy mom, physician and entrepreneur, I've struggled for years trying to find a budgeting plan that works and does not involve cash envelopes or tedious spreadsheets. YNAB has been the key for helping me develop a solid budget and savings plan with minimal on-going work. The initial setup was challenging and I would have given up if it was not for Ellen's help! I finally feel a sense of peace and control around our entire financial life. Thank you immensely.”

~ Cynthia Libert, M.D.

“It was great. It was overwhelming at first but by the end I had gotten a handle on things.”

~ Jennifer T.

“So wonderful! Ellen was very helpful and informative getting us set up on YNAB. I feel prepared to have been using YNAB with both my business and personal finances. Thank you!”

~ Erin W.

“Ellen is very professional, understanding and extremely patient. I had a new business and she was able to help me get through the set up and made it so much easier for me because she has so much expertise. I highly recommend her company!”

~ Anne LaFriniere

“I was really stressed out about setting up a budget in a way that would work for my business that has inconsistent income from many streams. Ellen made it simple and added in systems that I would have never thought of that made my life so much easier. In addition to being amazing at her job, she also comes to money conversations with no judgment which is such a relief!”

~ Cait Donovan, Host of FRIED. The Burnout Podcast

“Ellen is extremely patient and knowledgable about budgeting and YNAB. I have really enjoyed working with her, I have more confidence and clarity around my money.”

~ Katy F.

“Ellen worked with our Non Profit from the start. Not only did she teach us best practices, she learned a whole new industry and spent time configuring our books and systems to work in the most efficient, yet complete way possible. Her integrity and flexibility are bar none. Her intelligence and ability to learn and adapt are paramount. I could not recommend Systems by Ellen any more highly.”

~ Linda H, Former Executive Director

“Working with Ellen is one of the best decisions I have made for our business. In addition to being a responsive, accurate bookkeeper, Ellen also tracks metrics that are important to us. I now have more time to focus on my client(s) and have peace of mind that our books are in good hands.”

~ Pam T.

“It was wonderful to have Ellen serve as a YNAB and QuickBooks advisor. She understands not only how to craft an actionable strategy for personal budgeting, but she also has the unique skill sets of combining YNAB, with Profit First and QuickBooks to help entrepreneurs manage their business finances as well. I highly recommend Ellen to anyone seeking help with taking control of their personal and business finances, or putting their hard-earned capital to better use.”

~ Chris S.

“Ellen has been a huge help! We found her through the YNAB.com website. She has been awesome as far as helping us get YNAB set up. She is very patient and has a wonderful personality. I will be keeping her on hand for any problems that I may have with the software. She has been very good to help me find my errors. So glad we found her!”

~ Sara S.

“Money has always been a scary topic for me. I have had a scarcity mindset accompanied by panic and a head-in-the-sand mentality surrounding the topic of money. Ellen told me about YNAB and the freedom she had experienced by using it. With Ellen’s help, I tried it. I downloaded the app and Ellen guided me step by step how to create goals, enter transactions, and consolidate my accounts. Her patience and understanding have dissolved my fears and I now have the confidence to look under the bed and see there is no monster! I am in my second year of using YNAB. I will say that I am almost delighted when I get an annual bill which, in the past, I had always forgotten about and scrambled to find funds to pay for. Now, when the bill comes the money is sitting in the category ready to go. Ellen’s coaching has given me such confidence! When I have made an error or can’t figure something out, Ellen’s decades of experience teaching math kicks in. Not only is she whip-smart, she is also very good at building your confidence and removing all shame surrounding errors or misunderstanding. I now enjoy looking at my finances and saving and planning before I spend money. I also know life is life, and sometimes we get hit by unanticipated expenses and there is no cause for panic! I cannot recommend Ellen highly enough to coach you through your YNAB journey!!”

~ Valerie