You are in the right place if as a business owner you are….
- Service-based Business (coach, designer, marketer, creative, etc)
- Either solo or have a small team
- Ready to plan an active role in the story your numbers are telling
- Looking to simplify, pivot, realign, or restructure after hitting burnout
- Open to guidance and willing to implement with support
- Earning less than $500k in top line revenue per year
It’s time to take the uncertainty out of your money situation. You deserve to have a trusted Financial bestie and coach who understands your unique financial situation to support your intuition.
With me, you get a safe place to discuss money, profitability, and ask questions. And most importantly, someone to rely on to help you with all those numbers!
You will understand money!
Financial Intensive
A one-day experience for you as the CEO to eliminate frustration.
Dig into your business numbers, your mindset, and your business model.
Together, you can finally see what’s working, get rid of what’s not, and where the ease and profit truly live. You don’t have to keep guessing and doing.
Investment $1,897
Seen my confidence grow!
Truly a blessing to have such an incredible team behind me to help my business succeed!
MONTHLY CFO Services
Know where your money currently is, where you are headed, and what it takes to get there.
Ideal for the service based business generating$200k plus in annual revenue who are ready to hand off the accounting tasks.
Includes:
* Done for you bookkeeping in QuickBooks Online
* Monthly financial reports
* Cash flow planning to know exactly what cash is needed
* Monthly calls to discuss results, plan for the future, and mindset coaching
Investment ranges from $1,150-$2,950/month
Add on services available: payroll processing, sales tax filing, and income tax preparation
Are you ready?
Shame, guilt, and worry around money can feel heavy. You are capable of understanding your business numbers with the right support. I believe in you and will be here when the time is right.
Profit Shift – A 4 Month Group Program
Start understanding your finances.
Ideal for the service based business in their first few years of business who are not sure of their numbers.
You will begin paying yourself consistently, stop wondering where all the cash goes, and have total confidence when it comes tax time.
Investment of $1,197
One Hour Call
You’ve got questions you haven’t felt safe asking anywhere else.
You wonder about things like:
- Am I doing my QuickBooks right?
- How do I pay myself?
- Should I make a particular investment?
- What the heck are estimated tax payments?
Investment of $397