Advisory Services
For the Business Owner That Needs Guidance Without Committing to Monthly Bookkeeping
In my 10+ years of working with business owners in all different stages of their business…
I could see the late nights and constant stress from trying to DIY their bookkeeping with no help or guidance.
In addition to helping business owners I’ve built several businesses. I know 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 This is For…
You’re starting out and want guidance on how to set up a bookkeeping system right the first time, instead of fixing a broken system later that will cost you $$$
You DIY your bookkeeping and you have a tax strategy BUT now you don’t know how to reflect that in your bookkeeping
You are a CEO who has their CPA do their bookkeeping BUT you want someone to break down your financial reports and plan your goals with to keep you accountable
Here are your options…
Profit Alignment Program
This one-week intensive is designed for business owners who are setting up for the first time or optimizing their current workflow, we’ll map out your financial systems so you can move forward with clarity and confidence.
Here’s What It Looks Like:
Pre-Call Intake Form
Kick Off Call (60 Min)
Bonus Call (30 Min)
Personalized Action Items List
Email Support Throughout & Up Until 1 Week Post-Intensive
Investment $600 One Time Fee
Growth Strategy Partnership
Unlike one-time sessions or short-term intensives, this partnership gives you ongoing quarterly access to financial guidance and support as your business evolves, whether you’re streamlining systems, planning for profit, or scaling sustainably.
Here’s What It Looks Like:
Pre-Call Intake Form
Quarterly Strategy Call (90 Min)
Personalized Growth Strategy Report
Email Support Throughout & Up Until 1 Week After Your Last Session
Investment $750 Per Quarter
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.