About Us
What Sets Us Apart
At My Happy Books, we are a family-owned and operated business dedicated to providing secure, professional, and confidential financial operations support. As a trusted fiduciary, we treat every client’s business with the same care, precision, and integrity as our own. With over 15 years of experience in business management and financial operations, our close-knit team is committed to delivering reliable solutions that help businesses gain clarity, control, and confidence in their numbers.
At My Happy Books, you're not just another client — you become part of our extended family. We are your trusted Virtual Finance Department, so you can stay focused on growth while we handle the details behind the scenes.
Tired of chasing invoices and juggling spreadsheets?
1- Get Onboard
I start with a streamlined setup — collecting your current financial tools, systems, and workflows. I'll configure everything from AP/AR processes to reporting schedules. Fast, secure, and handled by a professional.
2- We Manage the Back Office
Once onboarded, I take over the day-to-day financial operations. That includes handling payables, receivables, reconciliations, and month-end reporting — consistently and reliably, like your own in-house team.
3- You Get Clarity & Control
With your finances professionally managed, you gain real-time visibility into your cash flow, expenses, and profitability. No more guesswork or messy spreadsheets — just clear, organized financials that help you make smarter business decisions with confidence.
Industries
Government Contractors & Federal Vendors
Professional Services Firms
E-commerce and DTC Product Brands
So, What Do You Get?
✔️ Done-for-you AP & AR
✔️ Cash flow forecasting
✔️ Monthly financials you’ll actually understand
✔️ Executive-ready reports
✔️ Real answers to: “Where’s our money going?”
Reach out today.
Specialty Trade Contractors / Construction Subs
Grant-Funded Nonprofits & Research Institutions
Venture-backed Startups
Monthly Service Packages
Simple, scalable support for your financial back office. Choose the level that fits your business today — upgrade anytime.
Basic
Essentials Package
Best for: Small service businesses, startups, or solopreneurs getting started with streamlined finances. 10 hrs
Includes:
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Accounts Payable (bill entry +monthly processing)
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Accounts Receivable (invoice creation + tracking)
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Monthly Profit & Loss & Cash Flow Statements
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Email-based support
💲 Starts as low as $600/month
Pro
Growth Package
Best for: Businesses with staff, ongoing vendor/client complexity, or growing project volume. 20 hrs
Includes:
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Everything in Basic
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Weekly AP/AR management
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Client/vendor communication on collections or follow-ups
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Monthly Executive Summary Report
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Cash flow insights & 30-day forecast
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Dedicated virtual finance assistant
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Slack/Zoom support option
💲 Starts as low as $1200/month
Custom
Enterprise or Specialized Package
Best for: Government contractors, inventory-based businesses, agencies, or firms with special compliance or reporting needs.
Includes:
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Project or grant-based reporting
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Inventory or freight tracking (when available)
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Audit/board-ready reporting
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Custom KPI dashboards
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Cash management consulting
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Custom workflows & integrations
💲 Custom quote based on scope