FINANCIAL CLARITY THAT EMPOWERS YOU TO UNDERSTAND YOUR NUMBERS
Unstructured books kill clarity. I keep your QuickBooks clean, your financials accurate, and your stress level low. Let me meet you where you are at and help you take your business where you want it to be. We can transform your numbers into powerful business insights, providing clarity so that you can confidently lead your business.
TRANSFORMATIVE BOOKKEEPING FOR ONLINE COACHES AND CONSULTANTS
CLEAN BOOKS. CLEAR DIRECTION.
sERVING
6-Figure Businesses
You’re growing fast—but your finances feel messy, delayed, or unclear. You need clean books, structure, and a system that prepares you for your next level.
7-Figure Businesses
You’ve scaled revenue—now you need deeper financial intelligence. You want advanced reporting, profitability insights, and a strategic financial partner.
Common Challenges
Common Challenges
- Transactions mismatched or uncategorized
- Stripe/PayPal payouts don’t align
- No monthly reporting
- Unclear profit margins
- Behind on cleanup or catch-up
- No visibility into offer-level profitability
- High revenue but unpredictable cash flow
- Bookkeeping errors caused by complexity
- Growing team without financial forecasting
- Rising expenses without clear ROI
You Want:
You Want:
- Organized, accurate books
- A dashboard you understand
- Predictable cash flow
- A clear path to 7 figures
- High-volume accurate bookkeeping
- Reliable forecasting
- Advanced financial and KPI reporting
- Strategic financial support
Why Partner with Me?
Here to serve You!
Always On Time
Providing timely, accurate bookkeeping to inform you in real-time on how your business is performing.
Hard Working
In your books weekly to managing transactions, detect errors, and improve cash flow.
Dedicated to Your Success
Transforming bookkeeping into a seamless experience, empowering your business to thrive.
Choose the level of Support you need.
QBO Diagnostic Assessment
Know the state of your books—before making changes. Is your QuickBooks Online file set up correctly? Are there hidden errors or miscategorized transactions affecting your reports? Our QuickBooks Diagnostic gives you a clear picture of your current setup, helping you identify risks and opportunities without committing to cleanup or ongoing services.
Features
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A written assessment of your QuickBooks Online file
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Observations on potential errors and misclassifications
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Step-by-step roadmap to address findings
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Suggested next steps and optional scope/cost for cleanup
Catch Up / Clean Up
Behind on your books? I fix and organize everything so you can file taxes and make confident business decisions.
Features
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Rebuild months or years of records
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Use advanced tools to import statements
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Every transaction reviewed and corrected
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Tax-ready handoff for your CPA
Monthly Bookkeeping
Stay on top of your finances with a reliable monthly process that keeps your books accurate and tax-ready.
Features
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Bank & credit cards reconciled monthly
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Smart rules for automated categorization
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Financial statements within 15 business days
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Email support for quick money questions
Add-On Services
Optional Service upgrades, consulting, and support that align to your small business as it grows.
Features
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Priority Delivery
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Virtual Advisory Calls
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Personalized QuickBooks setup
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Optional Quarterly Bookkeeping
Monthly Bookkeeping Pricing
Clear Pricing. No Contracts. First month of regular bookkeeping satisfaction guaranteed.
Revenue $50k+ /mo
Best for: scaling businesses looking to drive seven figures
Tier 3 - Momentum Plan "Your finance co-pilot for scaling with confidence"
$699+
Per Month
Features
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Everything in Growth, plus:
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Unlimited accounts & payment processors
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Quarterly “mini-strategy” calls (45–60 minutes)
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Once-a-year budget/plan, with brief check-ins on calls.
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Customized reports
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Best response times and more availability during key times (launch periods, year-end)
Revenue $10k to $50k /mo
Best for: full-time coaches and consultants
Tier 2 - Growth Plan “From data to decisions—bookkeeping that actually fuels your growth”
$449+
Per Month
Features
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Everything in Starter, plus:
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Up to 4 accounts reconciled
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Payment processor integrations (Stripe, Paypal, Kajabi, etc.)
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Walk through key numbers in simple language
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Monthly Trend Highlights (revenue, expenses, profit)
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Faster email response times
Revenue Under $10k /mo
Best for: brand-new coaches and solopreneurs
Tier 1 - Clarity Plan “Stress-free, accurate books so you can stay in your zone of genius”
$299+
Per Month
Features
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Monthly bank & credit card reconciliations (up to 2 accounts)
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Categorization of all income & expenses
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Clean, tax-ready monthly books
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Standard email support for bookkeeping questions
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Annual High Level Review Call
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Year-end tax package for CPA