Befriend your business finances in 4 weeks

You didn’t start a business to become a bookkeeper, and you definitely didn’t start it to feel behind every time someone mentions “quarterly taxes.” Foundations is a month of direct, one-on-one work to go from I have no idea what’s going on with my money to I actually know what I’m looking at.

Who is this for?

You’re a business owner who’s tired of guessing. Maybe you’re neurodivergent and the standard business-advice playbook has never made sense to you. Maybe you’re in the adult industry or alternative wellness space and every other advisor has made you feel like you need to explain or justify your work before they’ll actually help you. Maybe you’re a therapist or practitioner in private practice who is great at your clinical work and has been quietly avoiding your books for a year. You may have a tax preparer, a bookkeeper, or both, but still don’t really feel confident in understanding all the moving parts.

Whoever you are: you just need someone who’ll sit down with you, tell you the truth, and help you build something that actually works for how you run your business.

What’s included?

4 weeks. 6 sessions. One clear plan.

• Kickoff call (60 min) We take stock of where things stand right now: what’s working, what’s chaos, what’s been ignored. You leave with a clear starting point and your first assignment.
• Four weekly coaching calls (30 min each) Short, focused sessions. Each week we tackle one piece of the picture: structure, systems, books, whatever’s actually relevant to you. You get something concrete to do before the next call.
• Offboard call (60 min) We close the loop. What’s been fixed, what’s still open, and what you should be doing on your own from here on out.

Fee

One-time fee of $900

If you decide you’d like to work with us for full service tax & accounting, 50% of this will be credited to your service fees.