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KNOW YOUR WORTHBOOKKEEPING

San Diego · Boutique Bookkeeping

You built your business because you love what you do.

I’ll help make the numbers feel manageable — so you can get back to doing what you do best.

BOOK A FREE CLARITY CALL

Or try the free budgeting tool ↓

A ceramic artist and small business owner talks with a visitor in her workshop, pointing to glazed mugs arranged on a display shelf.

You don’t have to figure everything out alone.

“I actually enjoy helping people — it’s why I do this.”

What you’ll gain

More than balanced books — a clearer view of the business you’re building.

  • Clarity on your real profits, not just your revenue

  • More time for your business, not your books

  • Financial reports you can actually understand

  • A trusted partner who sees your vision

  • Tax-time confidence with year-round readiness

Free budgeting tool

Know your numbers.

Two numbers in, instant clarity out. Your figures never leave your browser.

Enter both numbers to see your monthly picture.

Your figures never leave your browser.

Want help reading this? Book a free Clarity Call ↓

How it works

Simple, steady, unhurried.

  1. Clarity Call

    A free, unhurried conversation about where things stand and what's weighing on you.

  2. Clean-up & setup

    We get the books current and set up so they stay that way.

  3. Your monthly rhythm

    Books closed, reports delivered, questions answered.

Monthly packages

You already know your work is worth more. Let’s make the numbers agree.

Three ways to work together. They differ in how much of the thinking I do alongside you — not in how carefully your books get done. That part is the same at every level.

Essentials

$395

Clean books, closed monthly, nothing to chase.

  • Clarity on your real profits, not just your revenue
  • Financial reports you can actually understand
  • Up to 2 bank/credit accounts, ~100 transactions. Monthly categorization + reconciliation · monthly P&L and balance sheet in plain language · year-round tax-readiness · email support.

See what’s included → in Essentials

Growth

$595

Room to plan, not just to catch up.

  • Tax-time confidence with year-round readiness
  • Financial reports you can actually understand
  • Everything in Essentials, plus room to grow: up to 4 accounts · light A/R support (invoicing follow-through) · quarterly margin review call — where the money is leaking and where it's hiding · priority response.

See what’s included → in Growth

Partner

$895

A steady hand on the numbers all year long.

  • A trusted partner who sees your vision
  • Tax-time confidence with year-round readiness
  • More time for your business, not your books
  • The full "your numbers person" relationship: everything in Growth · monthly review call · owner-pay framework (what the business can sustainably pay you) · year-end tax-ready package for your CPA · first-look priority on everything.

See what’s included → in Partner

Diana McDade, founder of Know Your Worth Bookkeeping

About Diana

Hi, I'm Diana.

She gets small business — because she runs one.

Over 25 years experience as an entrepreneur in 3 industries. Cosmetology, Retail Fashion, and Yacht Maintenance. I have owned and operated 4 businesses and did my own bookkeeping in each.

Certified QuickBooks ProAdvisor

Book a free Clarity Call

Let’s start with a conversation.

No cost, no pressure — just a chance to talk through where things stand.

Prefer email? Write to diana@knowyourworthbooks.com.