Bookkeeping as a partnership — a limited roster, steady support, no stupid questions.
Clear Aim Advisory · Carmichael, CA · Virtual bookkeeping

Clear books. Strategic insights.

Stress-free financials for consultants, coaches, and creatives. One steady partner for your books — reports delivered by the 15th, explained in plain English, by a bookkeeper who approaches the work as a partnership. Bookkeeping that supports your business and your nervous system.

Let's Talk Call 916-534-8011

A 20-minute Clarity Call: we confirm your service level, review your volume and complexity, and customize scope and pricing. A limited roster — you work with Jyenny herself.

  • EdD in Leadership — American College of Education
  • QuickBooks Online ProAdvisor
  • Xero Certified Advisor
  • Relay Certified Banking Partner
Jyenny Babcock, EdD — founder and bookkeeper of Clear Aim Advisory
Jyenny Babcock, EdD · Founder & bookkeeper
“I approach bookkeeping as a partnership.”

THE STEADY STANDARD Reports by the 15th · No lock-in · No stupid questions

Before the aim, the scatter

Does any of this sound familiar?

Most owners who find Clear Aim start in one of these four places. None of them is a character flaw — they are what books look like before someone takes aim at them.

The books are behind

A few months, or a whole year of “I’ll get to it” — and every month adds another layer to untangle before anyone can tell you where you stand.

The categories can’t be trusted

Transactions miscategorized, some missing entirely. The reports exist, but you would not bet a decision on them — so you don’t decide.

Tax time is a scramble

A shoebox year, handed to your tax pro at the deadline, with questions about your own business that you cannot answer. Every year. The same way.

You’re flying blind

Ask yourself your profit margin, your overhead, how many months of cash runway you have. If the honest answer is a guess, the books aren’t doing their job.

Wherever yours lands, there is a defined next step — and it starts with locating yourself honestly. Take aim ↓

Take Aim — the wayfinder

Three questions. One clear next step.

This is Jyenny’s own diagnostic, built on her target. Answer one question per ring — where your books stand, how you want to work, what you run — and the board resolves to the service that fits. No scores, no verdicts. Just aim.

RING 1 OF 3 — WHERE DO YOUR BOOKS STAND?

    Outer ring — navyWhere do your books stand today?
    Middle ring — tealHow do you want to work?
    Bullseye — amberWhat do you run?

    Every route starts at the same door.

    Answer the three rings and this board names your service. Or browse the routes directly:

    Done For You

    Hand it off — and actually get it back, explained.

    Three ways to stop carrying the books yourself. Every engagement is customized to your volume and complexity on the Clarity Call; the packages below are the shapes that customization takes.

    The Essential Foundation

    Monthly bookkeeping, handled end to end: transactions classified, bank accounts reconciled, your books always audit-ready. The calm baseline — nothing piles up, nothing waits for tax season.

    Best for: straightforward activity, hands-off owners

    The Growth Insight

    For growing, layered income: everything in the Foundation, plus the thing most bookkeepers never hand you — a monthly, plain-English visual performance breakdown of your profit margins, operating overhead, and cash runway, explained for your next big business move, with monthly support video calls.

    Your month, in plain EnglishSample
    Profit marginWhat’s left after the work is done
    Operating overheadWhat it costs to keep the doors open
    Cash runwayHow far your cash carries you

    A sample month, shown as an illustration — yours is built from your real books.

    Best for: growing businesses whose income has layers

    Catch-Up & Clean-Up Bookkeeping

    A one-time reset project: a setup review, miscategorized and missing transactions cleaned up, past months reconciled, and your financials organized ready for tax preparation. Often the necessary first step before monthly service.

    Best for: books a season — or a year — behind

    Reports by the 15th. Monthly financials, delivered on a date you can plan around.

    No lock-in. Cancel your contract at any time. The relationship stays because it works.

    QuickBooks Online or Xero. Setup, training, and conversions included in the work.

    Tax time, handled calmly. Your reports are packaged for your tax professional — who can ask Jyenny questions directly.

    DIY Support & Reviews

    Keep your own books — with a professional reading over your shoulder.

    Not every owner wants to hand the books off. The reviews ladder gives you expert eyes at the rhythm you choose: once, quarterly, or at year’s end.

    01Start here

    Diagnostic Review

    One-time. Your setup and data entry reviewed end to end; errors, gaps, and risk areas named plainly; clear next-step recommendations you can actually act on.

    02Stay honest

    Quarterly Review

    Each quarter, your books are confirmed accurate, with trend guidance as you go — ongoing accountability without monthly outsourcing.

    03Close the year

    Annual Review

    The full-year ledger reviewed, cleanup recommendations made, and your reports confirmed ready for your tax professional — before they ever ask.

    Let's Talk The Clarity Call confirms which rung is yours — pricing is customized there, too.

    The group door

    Back Pocket Bookkeeper Group

    A monthly accountability and coworking group for owners who do their own books — a bookkeeper in your back pocket, and a room of people doing the same work at the same time.

    • Weekly 90-minute virtual coworking — Tuesdays 2:30 PM and alternating Thursdays 8:00 AM, Pacific
    • Guided focus time — bring the books; leave with them moved forward
    • Resource guides & templates — the group’s shelf, included
    • A judgment-free room — questions welcome, shame not invited

    $47/month · cancel anytime

    See the Group Schedule Ask About Joining

    WHAT MEMBERS SAY

    “I love working with Jyenny in her Backpocket Bookkeeping group. … the weekly meetings keep me on track with managing the books for my business … Her guidance and advice has helped me become more organized and feel more confident in maintaining accurate books. … I never feel like I asked a stupid question. And she is fun with a warm, friendly personality. … While I look forward to the day I can hire her to manage my books, until then her Backpocket Bookkeeping group has made a huge difference for me. And I am fully confident in recommending Jyenny and Well Accounted Bookkeeping for anyone looking for a little support to keep it all in order or full support with someone managing the books for you.”
    Heather Black · Nevada — Back Pocket Bookkeeper Group member
    Jess Arce, a Back Pocket Bookkeeper Group member, sharing her experience on a video call
    Jess’ experience with the Back Pocket Bookkeeper Group — in her own words, on video.
    Jyenny Babcock, EdD — founder and bookkeeper, Clear Aim Advisory
    Jyenny Babcock, EdD — the bookkeeper behind Clear Aim Advisory.
    Meet Jyenny

    A doctorate in how people finish hard things. Applied to your books.

    Jyenny Babcock is the founder and strategist behind Clear Aim Advisory — and its bookkeeper, full stop. No hand-offs, no queue: “I approach bookkeeping as a partnership,” and she keeps the partnership small on purpose: “I intentionally work with a limited number of clients so I can provide steady, attentive support.”

    Before the books, there were doctoral students. Jyenny spent her first career in higher education, earned an EdD in Leadership — with a health and wellness focus — from American College of Education, and coached doctoral candidates through the hardest project of their lives. It is an education doctorate, and she will be the first to tell you so: her authority here isn’t a finance license. It’s a career spent helping capable people finish the work they keep avoiding — which, for most business owners, is the books.

    • EdD in Leadership — American College of Education (education & coaching authority)
    • QuickBooks Online ProAdvisor · Xero Certified Advisor
    • Relay Certified Banking Partner — listed in Relay’s partner directory
    • Carmichael Chamber of Commerce — member since January 2026

    CO-AUTHOR · ROWMAN & LITTLEFIELD · 2024

    Inspired to Climb Higher

    The Challenges, Questions, Struggles, and Joy of Earning Your Doctoral Degree. Jyenny wrote Chapter 2, “Finding Myself in the Last Place I Thought to Look” — and calls the book “a motivational GPS.” The Rancho Cordova Independent and the Gold River Messenger both featured it in June 2024.

    The name changed; the bookkeeper didn’t. This practice was Well Accounted Bookkeeping — it has evolved into Clear Aim Advisory, to match its focus on clear, forward-looking financial insight.

    When she’s not in the spreadsheets: a practicing artist (a 2026 NCA Bold Expressions accepted entry), a leadership-team member with Polka Dot Powerhouse’s Placer County chapter, and a bookkeeping mentor in the Makaha Kama Foundation’s LaunchPad program.

    The record

    Proof is a record, not a rating.

    Four verifiable credentials, a partner-directory listing, a published book, and two newspaper features. That is the whole stack — shown whole.

    QuickBooks Online ProAdvisor

    Certified in the platform your books may already live in

    Xero Partner & Certified Advisor

    Partner-level on the second platform she supports

    Relay Certified Banking Partner

    A live, certified profile in Relay’s partner directory

    Carmichael Chamber of Commerce

    Member since January 2026 — rooted where she works

    Plus: a live Relay partner profile listing book cleanup, bookkeeping, and business budgeting for not-for-profits and professional services · a book reviewed in two Sacramento-area papers · hundreds of thousands of transactions categorized, in her own FAQ’s words.

    See the Relay Profile
    Straight answers

    Asked often. Answered calmly.

    This is for you if…

    You run a service-based business — consulting, coaching, creative work — and your books are behind, untrusted, or eating the hours your clients should get.

    This is not for you if…

    You need a tax return prepared or tax advice — Clear Aim is bookkeeping only, and it will point you to a tax professional with your books packaged and ready. Product and inventory businesses are case-by-case.

    A 20-minute Clarity Call: your service level confirmed, your pricing customized, your fit checked in both directions.

    Let's Talk
    What happens on the Clarity Call?

    It is a 20-minute call with a set agenda: we confirm the service level that fits you, review your transaction volume and complexity together, customize your scope and pricing, and confirm the fit — in both directions. Pricing for monthly and review services is set there, from your actual books, before you commit to anything.

    Let's Talk →

    Do you prepare my taxes?

    No — deliberately. Clear Aim is a bookkeeping practice. At tax time, your reports are packaged and sent to you and your tax professional, and I field your tax pro’s questions directly, so filing starts from clean, complete books. Deductibility and filing questions belong with your tax professional; the books they work from are my job.

    Let's Talk →

    When do I get my reports?

    Monthly financial reports are delivered by the 15th of every month. On The Growth Insight, that report is a plain-English visual performance breakdown — profit margins, operating overhead, and cash runway — with a monthly support video call to walk through what it means for your next big business move.

    Let's Talk →

    What will it cost?

    Monthly and review pricing is customized to your transaction volume, number of accounts, and complexity, and it is quoted on the Clarity Call, before any engagement. One price is listed up front: the Back Pocket Bookkeeper Group, $47 a month. And there is no lock-in at Clear Aim — you can cancel your contract at any time.

    Let's Talk →

    Which software do I need to be on?

    QuickBooks Online or Xero — setup, training, and conversions are part of the work if you are not there yet. An invoicing tool like FreshBooks can stay in place. For banking, I recommend Relay, where bookkeeper access keeps us both looking at the same numbers.

    Let's Talk →

    My books are a year behind. Is it too late — or too embarrassing?

    Neither. Behind is a starting point, not a verdict. Catch-Up & Clean-Up is a defined project: a setup review, miscategorized and missing transactions corrected, past months reconciled, and financials organized ready for tax preparation. With hundreds of thousands of transactions categorized across my clients’ books, a messy year is familiar territory — and here, there are no stupid questions. A client said it best: she never feels like she asked one.

    Let's Talk →

    I sell products. Can you still help?

    This practice is service-based first. Inventory and product businesses are considered case-by-case — the Clarity Call is where we find out honestly whether I am the right fit, and I will tell you if I am not.

    Let's Talk →

    How do I reach you between reports?

    By email — put URGENT in the subject line for priority, and expect a response within a day or two. Monthly clients on The Growth Insight also get a scheduled support video call every month.

    Let's Talk →

    The last move is yours

    Take aim at the books. Twenty minutes is the whole first step.

    Every engagement at Clear Aim starts with the same 20-minute Clarity Call — Jyenny herself, a fixed four-step agenda, and a price built from your actual books.

    CONFIRM THE LEVEL · REVIEW THE BOOKS · CUSTOMIZE THE PRICE · CONFIRM THE FIT

    The Clarity Call agenda

    1. 1
      Confirm your service levelDone-for-you, reviews, or the group — matched to how you actually want to work.
    2. 2
      Review volume & complexityYour transactions and accounts, looked at together — no guessing, no generic tiers.
    3. 3
      Customize scope & pricingYour price follows your books, and it is quoted before you commit to anything.
    4. 4
      Confirm the fitIn both directions. A limited roster only works if the partnership is right.

    Prefer to talk first? Call 916-534-8011.
    Clear Aim Advisory LLC · Carmichael, CA · Virtual, serving clients remotely

    Let's Talk — Book the Clarity Call

    Jyenny Babcock, EdD — your bookkeeper at Clear Aim Advisory
    Jyenny Babcock, EdD — your bookkeeper, not a call center.