Ready to Take Control of Your
Business Finances?
Get expert 1:1 financial coaching to eliminate debt, increase cash flow, and finally feel in control of your money — without the overwhelm.
BOOK YOUR FREE CALL TODAYLet’s map your path to clarity and cash flow—starting now.
How can My Coaching program help you achieve Financial Success?
Overall, a financial coaching program can provide you with the knowledge, skills, and support necessary to tackle your stressors, make informed financial decisions, and work towards achieving your financial goals. We deliver in ……
- Assisting you in developing a plan to manage and reduce your debts.
- Analyzing your cash flow and identify areas where improvements can be made. They can offer strategies to increase income, decrease expenses, and create a budget that prioritizes essential expenses while aligning with your financial goals.
- Assessing your financial situation, identify areas of inefficiency, and recommend strategies to improve profitability.
- Alleviate your worries and anxieties, enabling you to regain restful sleep and better overall well-being.
- Providing resources, connections, and tools to expand your options and find viable paths towards financial stability. You will discover creative solutions.
- Being a supportive partner who can help you overcome fear and build resilience.
- Offering our expertise in tax strategies and guiding you through the complexities of tax regulations and surmounting tax debt, helping you identify better ways of tax management, deductions, credits, and other tax-saving opportunities, ensuring compliance while minimizing your tax burden.
- Assisting you in creating a financial roadmap that prioritizes your family's needs while also working towards long-term financial security
- Helping you navigate the emotional challenges associated with financial struggles. They can provide a non-judgmental space for you to discuss your concerns and work with you to build a positive financial outlook.
- Providing clarity about your financial situation helps you set realistic expectations.
Are you Ready?
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Bookkeeping and Accounting Services
Empowering Your Business with Financial Clarity
Beyond our signature Financial Coaching options, we offer a suite of Bookkeeping and Accounting services tailored to support your business's financial health. Our tiered packages are designed to meet you where you are, providing scalable solutions as your business grows.
Essential Package
Ideal for startups and solo entrepreneurs seeking foundational financial support.
$325/month
- Monthly bookkeeping (up to 100 transactions)
- Bank and credit card reconciliations - 3 accounts max
- Basic financial statements (Profit & Loss, Balance Sheet)
- Email support with a 48-hour response time
Growth Package
Designed for growing businesses needing more comprehensive financial oversight.
$575+/month
- Monthly bookkeeping (up to 250 transactions)
- Bank and credit card reconciliations - 6 accounts max
- Advanced financial statements with cash flow analysis
- Quarterly financial review calls
- Priority email support with a 24-hour response time
Premium Package
For established businesses requiring strategic financial management.
$1,500+/month
- Monthly bookkeeping (up to 500 transactions
- Bank and credit card reconciliations - 10 accounts max
- Detailed financial reporting with KPI tracking
- Monthly strategy sessions
- Dedicated account manager
- Priority email and phone support
➕Add-On Services
Customize your package with the following add-ons
Tax Services
Now offered exclusively as an add-on.
Starting at $200/month
Payroll Processing
$125/hour
Historical Bookkeeping Clean-up
Starting at $150/month
Invoicing & Accounts Receivable Management
Starting at $150/month
Bill Pay & Accounts Payable Management
📌 Important Update
Tax Services Now as Add-On Only
To provide more tailored support, our tax services are now exclusively available as add-ons to our coaching and accounting packages. This ensures that tax planning and preparation are integrated seamlessly with your ongoing financial management.
Learn More About Tax Add-OnsDon’t forget our Financial Coaching packages. Click Here