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financial strategy for your six-figure digital empire

We help you learn from your past financials to tell your future what to do!

 
 
 

PICTURE THIS: YOUR FINANCE DEPARTMENT DELIVERING YOUR REPORTS EVERY MONTH

A financial team that understands the nuances of your digital business

Imagine…

  • Having a team that understands how to organize and separate your different income streams

  • Having a financial dashboard to quickly see the health of your business

  • Completely understanding the cost of hiring your next team member to help you scale your business

  • Projecting what should be pay yourself every month on a schedule.

  • Profit margins increasing and you pay yourself a bonus every quarter!

  • Tax season being a breeze and your tax accountant loving you!

 

financial strategy services

Maximize your profits and improve your cash flow.

After working with digital entrepreneurs, I realized that the reason of their lack of understanding their numbers.

Accounting terms are tough.

Applying them to your business is even tougher!

I was determined to find a way to provide more access to money management to avoid businesses failing before they truly even begin.

Because let’s be clear: there’s more to your numbers than revenue and expenses.

Let's get started!

Money management with coaching in mind. Below is an overview

  • Fill out the quick intake form so we can know more about you and your business needs. The next page will give you an opportunity to book your free discovery call. 

  • Right after our call, you'll receive a  more detailed questionnaire so I can get to know you and your business better to diagnose your numbers and develop a plan of action!

  • You will chose the best plan of action for you and your business and start getting your money all the way in order. We'll lay out the red carpet to get you on-boarded. 

  • Once you're on-boarded, you'll receive your very own profit and cashflow plan for your business.

Choose your package

The Essential

Monthly checking, savings, credit card and PayPal reconciliation

Monthly financial report delivery

Monthly merchant account journal entries (think Stripe and WePay)

Monthly payroll journal entries where applicable

Monthly accounting software subscription (Xero or QBO)

Unlimited Email Access

End of Year file hand-off to tax pro

2 Onboarding calls with the Lovely Financials Group Team

Monthly video financial analysis

The Guru

Bi-weekly checking, savings, credit card and PayPal reconciliation

Monthly financial report delivery

Bi-weekly merchant account journal entries (think Stripe and WePay)

Monthly payroll journal entries where applicable

Monthly accounting software subscription (Xero or QBO)

Unlimited Email Access

End of Year file hand-off to tax pro

2 Onboarding calls with the Lovely Financials Group Team

One 1 hour monthly meeting

Access to all Lovely Financials Group Courses

Complete revenue mapping and analysis against your metrics

The CEO

Weekly checking, savings, credit card and PayPal reconciliation

Mid and end of month financial reports

Weekly merchant account journal entries (think Stripe and WePay)

Full payroll onboarding and support for you and your team

Monthly accounting software subscription (Xero or QBO)

Unlimited Email Access

End of Year file hand-off to tax pro

2 Onboarding calls with the Lovely Financials Group Team

Two 1 hour bi-weekly meetings

Access to all Lovely Financials Group Courses

Complete revenue mapping and analysis against your metrics

Accounts Receivable and Accounts Payable

Budget creation and cash flow forecasting support

 
 
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"Before working with Iyanna I had struggled with commingling funds, budgeting, actually understanding what I was profiting. After our first consult, she could tell how much it was affecting me so she scheduled an appointment with me for the very next day so that I could put my mind at ease and focus on my business. Since working with Iyanna, I now understand where I need to be putting my energy. I am less stressed because I can see that the decisions I am making are resulting in profits. Plus, I am able to evaluate the most successful pieces of my business.”

- Jenny Melrose of The Melrose Family & JennyMelrose.com

"Keeping up with my Income & Expenses, being crystal clear on my income projections, and truly knowing my cost of good sold/associated fees have been a struggle. I love how thorough and detail oriented and Iyanna is. Each meeting she refers previous goals and provides financial accountability which is really appreciated. She’s also so dependable! Unfortunately, dependability is not common these days. We meet when we say we are going to meet and she doesn’t miss a weekly check in. Iyanna is respectful of my time by keeping an agenda with specific action items."

- Tamara Floyd of Natural Hair Rules!!!

LET’S GET YOU OFF THE

BOOKS-ARE-IN-SHAMBLES

AND BARELY-SCRAPING-BY

HAMSTER WHEELS

 

Monthly Bookkeeping is for you if...

  • You have months of neglected bookkeeping**

  • You're totally overwhelmed with managing your business finances and bookkeeping.

  • You need more than a one-off service to help you get your biz finances in order

  • You don't know how to use your financial story to make your goals a reality

  • You're ready to dive into your finances and use financial goals to drive your decisions

  • You're ready to commit time to create a clear financial portrait of your business

Monthly Bookkeeping is NOT for you if...

Well, monthly bookkeeping is never not right for you. Bookkeeping should begin when you spend and/or make your very first dollar on your business. With our packages, help you grow your empire by leaps and bounds!

But if you’re just starting out, the Profit Planning Intensive is for you!

STILL NOT SURE IF THIS IS RIGHT FOR YOU?

I know how scary it can be to trust people with finances and personal information in the age of technology. These questions have probably already crossed your mind: Will this person rip me off? Will she know how to handle my online business? Will she flake out on me?  Can I trust her?

Here’s my promise to you: 

When you hire us for your bookkeeping and financial strategy needs, you can be certain that I will take great care to handle your information discreetly and with sensitivity. You can be certain that I will care about your money and financial goals ALMOST as much as you do. And you can be certain that I will work and advise you with only YOUR best interest in mind.