financial foundations done right

Start your money management on the right foot!


Your business idea is finally off the ground. You're a one-woman show and you wear all the hats.

You understand that you must build a healthy foundation for your business - especially your finances.

Hire a bookkeeper?

Ha! I can’t afford that. (Yet). But you know how important having organized books is. 

Those scary statistics about business failure rates are ingrained in your head, and you know that most businesses fail due to poor money management. 

You’re determined not to be one of those businesses.


Your books are about to be in check.

You’re going to have a clear financial picture of your business.

  • updated profit and loss statements

  • accurate balance sheets

  • and realistic revenue projections.

And come tax time, your bookkeeping records will be so organized your accountant.

They basically will ask for your hand in marriage since your bookkeeping is so beautiful. 

You can see it now…

No deduction overlooked, no money left on the table, every i dotted and every t crossed. 

There’s only one problem: YOU HAVE NO IDEA HOW TO DO IT.

You may have created your WaveApps account and don’t know how to make sense of it all. What’s a balance sheet and how is a profit and loss statement supposed to look? Ahhh, take me back to that vision where I know everything and my business finances are in control. 

Messed up bookkeeping can be a nightmare!

But if you’ve new to it, getting a grip on proper bookkeeping is hard. There’s so much to learn, and so much at stake.

But the more you empower yourself to have a clear picture of your business finances the better decisions you’ll make.

Decisions to grow your business and get to the point where you can pay someone to do your books for you.

But how do you manage my books in the meantime? 


The Profit Planning intensive

The perfect way to start your bookkeeping off accurately to easily maintain! No more stressing out about where to start on your money management. Get ready to finally take control of your finances!

Let me get your

financial foundations in order!

Here's how it works:

  1. You fill out the intake form to see if we'd be a good fit. We will then have a free 20-min discovery call and start getting to work!

  2. Once we start working together, we'll help you establish your financially healthy business. We'll clear financial systems need to be in place. We’ll do three bi-weekly 1-hour sessions with me.

  3. You'll get your books cleaned, organized, and give you the ability to read your financial reports. We'll then set some future financial goals

  4. When we finish your training, we'll have a 1-hour follow up meeting to ensure you're implementing the processes we covered!

The Profit Planning Intensive Package is for you if...

  • You’re just starting out and need to manage your own books

  • You feel overwhelmed and clueless when it comes to organizing your finances

  • You want a good understanding of how to manage your books before you pass it off to someone else

  • You want a clear financial picture of your business before you outsource bookkeeping

  • You want to be ready and organized come tax season (No need to lose sleep over taxes, amiright?)

  • You want to set a strong financial foundation to ensure that your business succeeds

  • You want to talk P&L statements, balance sheets, revenue projections, and profit like a pro (I can dream, right?)

  • You want to make the smartest financially-backed decisions that will grow your business

The Profit Planning Intensive Package is not for you if...

  • You can’t dedicate the time to organize your finances.

  • You’re not serious about getting your books in order and keeping it up.

  • You’re too scared to take the reigns of your own financial destiny