Bookkeeping
Well work together to align you money mindset AND keep your books balanced, so you’ll be empowered to reach your goals in life and business!
Whether you’re needing a clear picture, accountability or books need a little tidying up, I can help.
I’ll comb through and optimize your QuickBooks so you can sleep easy, feel confident and prepared for whatever comes your way!
Plus, tax time will be a breeze! Imagine how happy your tax preparer will be, thrilled to see your organized and compliant reports every year. (Don’t have a tax person? No worries, I’ve got connections.)
First Steps
$797
Just getting started and want to ensure your QuickBooks is set up correctly and dive into the features you of the what and how’s of QuickBooks Online.
6 Weekly Hour Long Meetings via Zoom
Momentum Matters
$375 +
Monthly bookkeeping support, customizable to meet you where you are & guide you towards success!
Financial Coaching for Small Business Owners
Let’s work together to combine financial wellness, money mindset, and whole-life fulfillment to create a business and life you love - starting now.
STEP 1: The deep dive
We’re not just setting up a budget or balancing your books.
We’re going to establish your goals for your business, life, money, and time.
And were going to come up with a completely customized, actionable plan to get you there!
Illuminate & Align $497
A one time, one on one intensive financial wellness and fulfillment revolution.
Gain a deep understanding of your business’s current financial situation
Establish main goals for your business, life and finances
Organize and create systems for future success in your business
Establish key action steps to reach goals
Every Financial Decision Should Be Driven by What YOU Value
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Every Financial Decision Should Be Driven by What YOU Value 〰️
Step 2: Choose a support package
The number one reason people stay stuck in financial ruts?
Lack of support and accountability. It’s too easy to fall back into old habits.
Could you take what we learn in Illuminate & Align & follow the plan on your own? Absolutely! It’s possible. But is it likely? Ongoing support is going to help you make better, faster progress.
If you truly want to finally break the cycles that are no longer serving your business, you have to do things differently.
Choose one of these packages and let me help you reach financial freedom - because you don’t have to do this alone!
Foundation
$827
1 month
4 weekly hour long meetings
Create a unique, detailed, and easy to follow spending plan
Establish insightful money routines
Money Mindset coaching - radically change your relationship with money
Popular
Growth
$2197
4 months, 10 meetings
Month 1: weekly meetings
Months 2-4: bi-weekly meetings
Foundation Package PLUS
Learn how to create financial plans for the months ahead in your business. Build on habits you’ve established to level up your money management. Continued money mindset coaching and clearing emotional blocks tied to finances.
Thrive
$3187
6 months, 18 meetings
Month 1: weekly meetings
Months 2-4: bi-weekly meetings
Months 5-6: monthly
Foundation & Growth Packages PLUS:
Continued support and accountability. Solidifying financial wellness, business trajectory, and life fulfillment.
Financial Wellness Check In
$1387
Quarterly meetings ongoing after completing the coaching package of your choice