Taking Your Business
Finances From “WTF” To
“I’VE SO GOT THIS” In 60 Minutes
1-on-1 Consultations for freelancers, creatives
& service providers who are ready
to check their bank balance without holding their breath.
Because sorting through 13 tabs and a saved folder of random advice hasn’t cured your confusion yet.
Let’s unfuck it together, shall we?
You built your business from the ground up and that includes your bookkeeping system…
Sure you’d love to hire a bookkeeper and have someone else take over, but you’d also love free healthcare, 2 dollar a gallon gas, and a sweet new stereo system for your growing vinyl collection.
Those things just aren’t a reality right now (we fantasize though) because you’re unsure you have the budget for it and you’re realizing your diy system might be the culprit.
If only you had someone you could reach out to and get professional advice from on your business finances without having to commit to a monthly partnership…
That’s where the Bookkeeping Lifeline comes in.
Gain mad clarity and walk away with a custom game-plan and feedback tailored to your business and your finances that’ll make you feel like the financially savvy founder that you are.
The Bookkeeping Lifeline includes an hour of access to my thirteen years of experience being self-employed, a replay of the call guiding you through what to do and a week of email support while you put the plan into action.
No more time-wasting, second-guessing, or endless tabs of Google searches open on your web browser. You can keep your DIY system a little longer, feel confident in your numbers, and maybe put the money you saved towards that new stereo set-up.
For overwhelmed service providers, this 60‑minute call is great for sorting out…
Your burning questions about the call:
Do I have to have an LLC for this to be helpful?
Not at all many people ride being a sole-proprietor or DBA for years before filing for an LLC. Whether you’ve formed an LLC or not you’re still a business and should handle your finances like one.
Can I still book the call if I don’t have a business bank account yet?
Absolutely! Many clients come to me still mixing business and personal finances. The lifeline call is a GREAT opportunity to dive into exactly how to set up your business accounts so you can start operating more legitamtely.
Will you give me tax advice?
Unfortunately, I’m not a CPA or tax preparer. The most I can do is help you understand common expenses and write-offs for you business/industry and understand best practices for saving for tax payments.
What if I book a call and then decide I’d rather hire you as my bookkeeper or to clean up my books instead of doing it myself?
If within 30 days of completing your lifeline call you decide you’d rather hire me to do things for you I will apply the cost of your call towards your first month of bookkeeping services or the price of a clean up.
Can I still book a call if I’m a tangible product based business (different than digital products) not a service based business?
I specialize in service based business. While I can still guide you on general business finance and bookkeeping such as setting up your software and bank accounts and how to pay yourself I don’t deal with navigating collecting product sales tax or tracking inventory. If you have questions in those areas I may not be the best fit.
How do I know the lifeline call will help me?
My honest opinion…if you’re reading this, you could probably use a helping hand, and there’s nothing wrong with that.
As business owners, we often put off asking for help when doing so would get us where we want to go faster and more efficiently – we’re the epitome of “I can do it myself-er’s” often to our detriment.
If you’ve been avoiding getting your business finances organized or hit a wall anytime you sit down to finally figure out the next step, having someone to give you personalized advice and point you in the right direction will help you stop second-guessing yourself and start operating like a ceo with more confidence.
How it Works
01
Lock in the call time you want to join me for 1 hour of money nerdery.
02
Brain dump your top stressors, questions, and WTF’s in the form below
03
Together we’ll dig into your unique struggles and form a plan to move you ahead.
04
Receive the call replay and a week of email support while you put your plan into action.
*the form may take a moment to load*
if you are a previous or current client or a sw’er use code “payitforward” at checkout for $50 off