CLARITY & CONFIDENCE
PACKAGE

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Hey small business owner...

I want you to know its possible to let go of all the negativity around finances and taxes AND gain confidence, time, & money as you learn & conquer your own books.

I understand it may not be possible to spend the money necessary to hire a bookkeeper or CPA (right now)... but  I can teach you how to manage your own books like a pro without having to take a course and having a real support person in your corner.


Clarity & Empowerment Session
Take the complexity out of your business finances & taxes. we'll work together to get the right systems in place.

- Bookkeeping system setup
- S-corp setup
- Owner payroll setup
- Contractor payment management



Monthly Email Check-Ins
Your P&L is a roadmap to your business financial success. It's fun knowing what's bringing in money and where it's going! Why? Because that's how you pay yourself more and prepare yourself for tax time.

- Monthly checklists so you know what to do
- Profit allocations
- Tax allocations

Two Live Check-Ins
Let's review your quickbooks (or your spreadsheet) to make sure you're doing it all right so we can ease any anxieties surrounding your finances. While we're at it, let's calculate your estimated taxes and answer any burning questions about how we can lower your tax bill.

Tax Prep
Skip the stress and let your favorite CPA handle it. Taxes done for you so you can be at ease knowing you're compliant with the IRS. 

Unlimited Email Support
Running into a problem with your bookkeeping? Wondering if a tax strategy you saw on Instagram is true? Want to pay yourself? Need to save for taxes? I''m here for you.




what does this package look like?

Starting at:
LLC $2,5000
S-Corps $3,500
(No C Corps or Partnerships)

we start with a 

so you can move forward with

Looking for a slimmed down version?

- Clarity & Empowerment session
- Monthly email check-ins
-Unlimited email support


INITIAL INVESTMENT $300
then $67/month

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