Get your business books working for you!
You started your business so you could do what you love and make an impact. But now you find yourself spending too much time trying to figure out the accounting that goes with it. That’s definitely not what you signed up for!
You want to grow your business and know there are clues in your financials to help you move forward, but you’re not sure exactly where to look.
You wonder if your business is really profitable and how much you can actually pay yourself to support you and your family.
You accept that taxes are part of business, but why are they so complicated? How can you ensure you’re capturing all the tax deductions you’ve earned?
You realize your books are important, but you have way better things to focus on.
You absolutely love what you do and are excited to grow your business!
But there’s got to be an easier way to make sure you’re not missing anything in your books.
You’re ready to streamline your financials so you can get back to what you really want to do.
The Financial Health Check will help you get your books working for you.
We’ll start with what you’ve got, whether it’s software, a spreadsheet, or just a stack of receipts. You’ll learn how to make it better so you can track your income, expenses, and deductions more easily. And you’ll know how to monitor what’s really important for your business.
As a result of this Health Check, you’ll:
- Have a clear, specific action plan to make your existing financial system more efficient.
- Understand what to look at in your financials to keep you on track for hitting your goals.
- Learn what you need to document to claim all your tax deductions.
- Have more time to focus on what you really love to do!
This Health Check includes:
Pre-Op Checklist
You’ll answer questions all about your business – your goals, how you currently track your income and expenses, and what’s working for you financially now. You’ll also write about what’s not working and where you’re spending too much time. This will help you focus on what’s important to you and you’ll get as much as possible out of our time together.
House Call
In our first live session, we’ll meet on a 90-minute video call and talk about your business. You’ll get specific steps to take so your financials start working for you. We’ll use what you already have in place so you’re not starting from scratch. You’ll be tracking what’s important to you in a way that feels right for your business!
Post-Op
You’ll put your new strategies into action over the next two weeks. You’ll take easy steps to streamline your current financial system, and track your goals and tax deductions. You’ll free up time instead of spending it on your books!
Check-up
Two weeks after our House Call, we’ll have a 30-minute check-up to see where you’re at and make any necessary adjustments to your system. You’ll be confident your books are in great shape and serving your business!
Yes, you can finally reduce your financial stress. You can get back to doing what you love to do, knowing your books are healthy and working for you!
Are you ready?
Investment in the health of your business: $99
Here’s how to get started:
Step 1. Make your payment here:
Step 2. Within 24 hours of payment, you’ll receive an email from me with your Pre-Op checklist and instructions for booking your House call.
Still have questions? I’m happy to help! Email me: Contact