Personalized Advisory Services
1:1 Support for the Business Owner That Wants to Understand Their Profit Without Feeling Intimidated
You’ve had late nights and constant stress from trying to make sense of your bookkeeping with no clue if you’re doing it the “right” way…
It can feel lonely BUT, when you are ready to take your business to the next level you realize you need experts in your corner to help you get to where you want to be with your business.
I want to be that for you and your business.
Who is This Really For…
For the CEO who is confused about what to track and how to do it
To know what you need at year end to be tax ready AND how to be strategic for your next money move
Have a bookkeeping system that isn’t working for you and doesn’t give you accurate data
Whether you DIY your bookkeeping OR you’re at $20k months and want some more insight on your financials, I have something for you…
The One Week Profit Setup
This one-week intensive is meant to be a setup track that can include optimization of your accounting software and/or bookkeeping SOPs, what data to look at every month and how, metrics for any financials you want to see and understand.
Here’s What It Looks Like:
Pre-Call Intake Form: This helps me see what we need to focus on this week to make the most of our time together
Kick Off Call (60 Min): We walk through what we will be working on, how to accomplish it, and when it will all be happening
Bonus Call (30 Min): Check-In point to follow up on the implementation of our strategy and next steps
Personalized Action Items List (yours to keep and reference whenever)
Email Support Throughout & Up Until 1 Week Post-Intensive
90 Minutes Total of 1:1 support PLUS a personalized plan PLUS all the in-between session support
$600 One Time Fee
Quarterly Growth Strategy
A Long-term 1:1 demand support with a financial brain by your side. This partnership shows you how to USE your numbers to make decisions, plan for the future, and make investments.
Here’s What It Looks Like:
Pre-Call Intake Form: This helps me see what you want most out of your financials and use our time wisely during our quarterly session
Quarterly Strategy Call (90 Min): With a strategy in place, we will talk through the topics you want to see and focus on how to get the desired results
Personalized Growth Strategy Report: Review of where we start and our progress to date while highlighting goals reached
Email Support Throughout & Up Until 1 Week After Your Last Session
90 Minutes Total of 1:1 support PLUS a long term financial strategy PLUS all the in-between session support
$750 Per Quarter
BONUS: If you pre-commit for One Year’s Worth of Session it will be $2,200 AND you gain access to our resource library of templates for budgeting, owner's pay, or cash flow planning at no additional cost.