Stay tax-season ready all year and actually understand your numbers

Your Financial Journey: From Chaos to Clarity

Every entrepreneur deserves to understand their numbers and use them to build the life they want. Most people start with organizing their books (Track), but the real magic happens when you understand what your numbers mean (Translate) and use those insights to make strategic decisions (Transform).

Our services guide you through each phase of financial clarity: our 3 T's of Financial Transformation: Track, Translate, Transform.

1. Track - Get your financial information organized and in order

This is where we build the foundation for financial clarity

Financial Reset - Bookkeeping Cleanup

Transform financial chaos into a system that makes sense to your brain.

Get caught up, fix mistakes, and create the foundation for a comfortable relationship with your numbers going forward.

  • Catchup bookkeeping for the past year
  • Fix errors in your financial system
  • Update your bookkeeping setup
  • Resolve discrepancies
  • Prepare clean financial statements

$7,200 in most cases. Final quote determined after a review.
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QBO Setup & Training

Learn to speak the language of your numbers in a way that works for you

Perfect for entrepreneurs who want to manage their own bookkeeping but need a system that works with their thinking style.

  • QuickBooks setup customized for your business
  • Three 45-minute training sessions designed for how your brain works
  • Custom checklist for monthly and yearly tasks

$600
Must have clean books to start with
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Numbers Breakthrough Session

Get unstuck with focused answers to your specific financial questions

A focused session to solve particular financial puzzles or answer your most pressing questions.

  • Strategy call (1 hour, half hour, or 15 min options)
  • Access to call recording and notes
  • Access to all workflows and materials created during call

See pricing per session on booking page
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2. Translate - Understand what your numbers are actually saying

Get your numbers translated so you actually understand what's happening in your business.

Financial Translation Basics

Know what your numbers are saying so you can make decisions with confidence.

Perfect for:
  • Entrepreneurs who want to focus on business, not bookkeeping
  • Those who need regular financial translations

What's included:
  • Monthly bookkeeping handled for you (monthly categorization and reconciliation)
  • Monthly financial translations of reports (P&L, Balance Sheet, Cash Flow) in language you understand
  • Support for your financial questions
  • Annual financial reports + insights for tax filing
  • Collaboration with your tax professional

$600/month

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Add-on Financial Translation Sessions - Monthly

Get your numbers translated so they make sense to you

What's included:
  • Monthly check-ins to keep you on track

$100/month
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Financial Translation Starter

Keep your financial story on track with monthly expert guidance

Perfect for:
  • New businesses building their financial foundation
  • DIY-minded entrepreneurs who want expert guidance
  • Those just starting to make friends with their numbers

What's included:
  • Customized bookkeeping system setup
  • Monthly review of your DIY bookkeeping
  • Expert guidance when you have bookkeeping questions

$150/month


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Add-on Financial Translation Sessions - Quarterly

Get your numbers translated so they make sense to you

What's included:
  • Quarterly check-ins to keep you on track
  • Quarterly financial reports + translation into language you understand

$50/month

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3. Transform - Use your financial insights to build the business and life you want

This is where understanding turns into action

Intention-to-Numbers Translation

Make a plan for your numbers to create the future you want

What's Included:
  • Budget creation for the next 12 months based on your goals
  • 3 budget scenarios
  • Cash Flow forecast for next 12 months

$600 once a year
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Numbers-to-Growth Translation

Use your numbers to build the business and life you want

  • KPIs creation and tracking
  • Custom goal tracking that matters to YOU

Custom pricing per month

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Not sure where to start?

Book a free call to discuss your specific needs and how we can help you get comfortable with your numbers.

Wherever you are in your journey, we're here to help you move forward
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