Packages

Starter Package – $500/month

Perfect for solo entrepreneurs and small businesses looking for basic bookkeeping support.

  • Monthly bookkeeping (up to 100 transactions)
  • Bank and credit card reconciliation
  • Profit & Loss and Balance Sheet reporting
  • Email support
  • Add-On: Financial Review Call – $100/session

Growth Package – $1,000/month

Designed for growing businesses that need more strategic insights.

  • Monthly bookkeeping (up to 200 transactions)
  • Bank and credit card reconciliation
  • Profit & Loss and Balance Sheet reporting
  • Monthly financial review call (30 min)
  • Accounts Payable/Receivable tracking
  • Cash flow analysis
  • Bonus: 10% off a Business Strategy Session

Executive Package – $1,500/month

Full-service bookkeeping + financial strategy for established businesses.

  • Monthly bookkeeping (up to 300 transactions)
  • Bank and credit card reconciliation
  • Profit & Loss and Balance Sheet reporting
  • Monthly financial review call (60 min)
  • Accounts Payable/Receivable tracking
  • Cash flow analysis + budgeting
  • Business health check report
  • Quarterly strategy session with business recommendations
  • Bonus: Priority support + 15% off business coaching

Clean-Up Package – Starting at $1,500

For businesses that need to catch up on months (or years!) of financial data.

  • Full reconciliation of past transactions
  • Profit & Loss and Balance Sheet clean-up
  • Recommendations for improving bookkeeping processes

Tax Planning Package – $500–$1,000/session

Strategic tax-saving advice for small business owners.

  • Tax projection based on current data
  • Deductions and credits review
  • Recommendations for minimizing tax liability

Business Coaching & Speaking Packages

Business Mindset Session – $500/session

1-hour session to help business owners and teams shift to a winning mindset.

  • Focus on motivation, personal responsibility, and clarity
  • Actionable steps to improve business performance
  • Recording available for later reference

Goal Setting + Financial Strategy Workshop – $2,500

Perfect for small businesses and leadership teams.

  • 2-hour interactive workshop
  • Goal-setting techniques based on Ziglar principles
  • Aligning financial performance with business strategy
  • Workbook + follow-up resources included

Executive Coaching – $1,500/month

Ongoing 1-on-1 coaching for business owners and executives.

  • Two 60-minute sessions per month
  • Focus on leadership, business growth, and personal development
  • Financial strategy review included
  • Priority support between sessions

Full-Day Business Performance Workshop – $5,000

Transform your team’s mindset and business strategy.

  • 6-hour on-site workshop (or virtual)
  • 6Focus on motivation, strategic planning, and team alignment
  • 6Includes breakout sessions and Q&A
  • 6Business health report + follow-up strategy session included

Combo Package – $3,000/month

Monthly bookkeeping + business strategy

  • Monthly bookkeeping (up to 200 transactions)
  • Monthly financial review call (30 min)
  • Business health check report
  • Quarterly business strategy session