Bookkeeping Assistance Clinic
Build a system that works for your business! Join us for an exclusive, in-person Bookkeeping Clinic designed for small business owners who are ready to take control of their finances. This is not a lecture. This is not theory. This is hands-on, real-time financial alignment. During your dedicated 1-hour, one-on-one session, you will sit with a professional accounting consultant from the Capital Bookkeeping Cooperative to fine-tune, organize, and strengthen your accounting and recordkeeping systems.
Who This Clinic Is Designed For:
• Entrepreneurs just starting out who want to set up their books correctly from day one
• Business owners who feel overwhelmed by their current system
• Growing businesses ready to level up their financial processes
• Owners preparing for funding, tax season, or strategic growth
What You’ll Walk Away With:
• Personalized feedback on your current bookkeeping setup
• Clear recommendations to improve recordkeeping and financial organization
• Insight into tools and system options that better align with your business structure
• Greater clarity on cash flow tracking and expense management
• Increased confidence when speaking to lenders, accountants, and tax professionals
Stop guessing. Start tracking. Build financial clarity.
If your books feel messy, unclear, or inconsistent — this clinic is for you.
Spots are limited to ensure personalized attention. Book with Destiny at Destiny@mycommunityloanfund.org or call 518-436-8586 ext. 805

Cait (she/her) is a worker owner at Capital Bookkeeping Cooperative (CBC) and has been with the coop for over 4 years. She enjoys working on budgeting projects and introducing/teaching open book management. She has worked hands on with clients to establish books for emerging businesses, maintain books for a variety of business types, and managed bookkeeping clean-up projects.

Gabie (she/her) has been with Capital Bookkeeping Cooperative (CBC) for under a year. In this time she has worked with a variety of clients such as sole-proprietors, non-profits, small businesses, and other coops. She attended University at Albany for Finance & Business Management and also received her MBA when she returned to continue her education. Her professional background is primarily in finance for tech corporations.
Find out more about their work at https://www.capitalbookkeeping.coop/

