Services
Project Bookkeeping
Targeted bookkeeping support for specific projects such as catch-up work, cleanups, or system setup. Get your records organized, accurate, and ready for the next stage.
Monthly Bookkeeping
Ongoing bookkeeping to keep your financial records current and reliable. Services may include reconciliations, transaction categorization, financial reporting, payroll, job cost tracking, invoicing, and accounts payable management.
Consulting
Guidance to help you better understand and manage your finances. By reviewing reports, improving processes, and developing growth strategies, you gain clarity and confidence in your financial decisions.
About Sophie Lake Financial
Sophie Lake Financial was started to help businesses and individuals feel less overwhelmed by their numbers and more supported by their systems. I provide bookkeeping and financial support that’s precise, practical, and designed to work in real life.
With years of hands-on experience with small businesses, I’ve managed QuickBooks cleanups, reporting, invoicing, and financial reorganizations. My MBA and BS in psychology shape how I design systems—because a plan only works if it fits the person using it.
Raised by entrepreneurs, I understand the realities behind the books: shifting priorities, tight timelines, and the need for clarity without judgment. I work best with ambitious individuals and business owners who value insight, structure, and having a financial partner to help turn their vision into action.
What Clients Say
Thank you for your patience while the website is being updated. Real testimonials to come.
- Client, industry
“Sophie is pretty cool”
— Cool person, Cool Industry
“And smart, too”
- Smart person, smart industry
The First Step Towards Clarity
All services and packages are tailored to your specific needs— because the best financial systems are the ones you’ll actually use.
Reach out for a free one hour consultation, and we’ll build a plan that works for you.
Clarity starts with a conversation.