Work With Me

 

Are you ready to make big things happen?

I pretty much want to be your best friend, in the least creepy way.

Ready to rock your money game and get your financial house in order? You’ve got options. Check out my various service levels to meet your needs and woo your budget.

Ways to Work With Me

Money System Design

If you’re ready to up-level your money game sans the stress, automation is your new best friend. It’s all about systems, girl. Online accounting software implementation makes the difference between crying happy tears and weeping into a bowl of soggy cereal. I will walk you through the process of setting up and running the software – because who really wants to do that alone? – and teach you to track your progress and analyze your profit margins. You’ll get one-on-one virtual training, process documents, a confidence boost from the support, and a crystal clear understanding of your current numbers so you can plan for the future, make informed decisions, and generally feel like a you-version of Beyoncé.

What we're going to do:

  1. Assess your business model and pick your perfect accounting system. 
  2. Set-up Your Account and customize to your specific needs, aka #connectallthethings 
  3. Meet One on One using Zoom to teach you basic functions of the program and get you working inside the software.
  4. Tweak Processes and add any missing apps that will make your life oh so much easier.
  5. Meet Again to demonstrate advanced tactics and reading your reports so that you Know Your Numbers

You also get:

  • Custom Chart of Accounts (Categories) 
  • Video Recordings of all One on One sessions
  • Access to the Training Library

How long does it take?

This is a four week process from our start date. I accept three spots per month. 

Who's it for?

You've been in business less than five years and your money tracking is a bit all over the place. You dream of being able to know exactly how much money to make and spend without having to add it up by hand, or typing it into a spreadsheet. You realize that looking up tutorials on YouTube or Udemy is not going to cut it and honestly “ain't nobody got time for that”. 

Tax Preparation and Advising

If you live online as much as I do, you’ll be happy to know that location is no longer a requirement for tax preparation. I’m 100% online with my clients so you can stay in your pajamas and have a trusted advisor in your midst to slay your tax giants. Self-service tax products are popular, but the moment you get stuck and a wave of panic and frustration washes over you like a bad spray tan, you’ll want someone in your corner who knows your situation and can advise you personally. Taxes are a deeply personal experience and you deserve personalized treatment – not a cookie cutter experience.

Ongoing Bookkeeping

If you already use bookkeeping software but it drives you nuts because you're not Bill Gates and don’t have a background in nerddom, consider me your personal numbers tutor. I’ll teach you how to use your software too. Sometimes all you need is someone to hold your hand, slap your butt, and tell you you’re awesome so you stop running from numbers and start embracing them. Seriously. It’s time to hug it out. 

We've got packages that will keep things running smoothe so you can focus on the client work you love and we'll take care of the day to day number crunching. Check out the package options below and schedule a 15 minute chat to see which option is best for you.

DIY Support Plan

Quarterly Service
$75/Month
  • For those who comfortable doing the day to day bookkeeping (or are already working with one) But want Quarterly Support and Tax planning to make sure you are on the right track.
  • Email Q&A Support
  • Quarterly Meeting to review books
  • Tax Planning

Financial Friend Support

Monthly Bookkeeping Service
$350/Month
  • When you're ready to outsource the bookkeeping.
  • Income and Expense Tracking
  • Monthly Reconciliation
  • Monthly Reports
  • Quickbooks Subscriptions included

Best Financial Friend Plan

Monthly Service
$$500/Month
  • This is the full service experience including bookkeeping, tax planning, and those little things that constantly trip you up.
  • Income and Expense Tracking
  • Monthly Reconciliation
  • Bi-Weekly Reporting
  • Tax Advising

Get Started Today

Let's do this!

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