Services

Get the level of support that’s right for you so you can upgrade your business and life to the next level.

Accounting Coaching

Are you just starting to think about getting bookkeeping or financial guidance support and not sure where to start? Let’s talk about where you are and what you really need. 


Accounting coaching is perfect for entrepreneurs who: 

● Are in their first couple of years of business and need guidance on how to manage their business books 

● Know how important it is to keep accurate books but just aren’t sure what to do and when to do it 

● Want to gain more clarity or knowledge around your money matters so you can feel empowered to run and grow your business 


Here’s what you’ll get:

● Walk-through the bookkeeping process (up to 2 hours)

● Accounting 101 training – Best practices for your industry 

● Bookkeeping checklist of your top to-dos 

Starting at $99

Ready to chat? Come into my office…

Accounting Automation

Have you been building your business like a boss and ready to clean up your books, get a handle on your finances, and make your next best money moves? 


Accounting automation support is great for entrepreneurs who: 

● Have been growing their business over the past 5 or more years and are ready to take more control of their money matters 

● Have some systems in place, but need them to run like a well-oiled machine so they have their finger on the pulse of their cash flow at all times and can invest with confidence 

● Still want to manage their books but need their bookkeeping to be more efficient so they aren’t spending too much time working on their books and can instead focus in their zone of genius 


Here’s what’s included: 

● Walk-through the bookkeeping process with an expert (up to 2 hours) ● Accounting 101 – Best practices for your industry 

● Bookkeeping checklist of top to-dos 

● Automated and customized chart of accounts and rule creation 

● Monthly reconciliation of bank, credit card, loan/LOC accounts 

● Recording and posting past business transactions 

● Delivery and review of financial reports 

● Phone/ video/email support as needed 

Starting at $600/month.

Sound like the support you need? I’d love to explore this with you.

Fractional CFO

Have you reached a point in your business where it no longer makes sense for you to be the one to manage your bookkeeping on top of everything else you have to do as a CEO? 

Fractional CFO services are right for entrepreneurs who: 

● Have been in business for over 5 years and are grossing $200,000 or more and need more dedicated support without an in-house Chief Financial Officer 

● Need someone with more expertise than the average bookkeeper – someone who can advise you on how to actually scale your business and grow your empire ● Understands that time is money and knows the value of investing well in a consultant who can be their financial advisor and business money manager 


Here’s an overview of your support suite: 

● Walk-through the bookkeeping process with an expert (up to 2 hours) ● Accounting training: best practices for your industry 

● Bookkeeping checklist of top to-dos for your level of growth 

● Automated and customized chart of accounts and rule creation 

● Monthly reconciliation of bank, credit card, loan/LOC accounts 

● Recording and posting past business transactions 

● Collaboration with your tax preparer or other business professional 

● Monthly consultation to review prior month’s performance and opportunities for growth ● Delivery and review of customized financial reports 

Starting at $1,000/month. 

Is this the level of support you’re ready to step into? Let’s talk about how to upgrade your business.