I don’t know about you, but I like to know what’s on the menu ahead of time. At the start of each quarter, I’ll be dropping the upcoming monthly themes so that you’ll get a taste of what’s to come.

Yes, yes, and yes. You have access to me all month long via the Bookkeeping Hotline in Circle, and our monthly prep calls are scheduled at the beginning of each month so that we can wrap up the month’s books with you. Whether it’s to provide accountability or answer your questions, I’ll be here to make sure your bookkeeping gets done.

We support guests with our DIY bookkeeping template (perfect for those not wanting to venture into a software just yet) or answer questions for those of you already in the big leagues (QuickBooks or Xero).

Keep in mind: This is DWY bookkeeping support, not Accounting 101. If your business has hit a certain level of complexity, I won’t shy away from telling you that it’s time for a professional handle it.

Financial education is essential to your confidence as a business owner, but financial education can also be a snooze-fest. We focus on both the mindset and the practical knowledge.

—Identifying your money-weaknesses (because it’s okay to have them)
—Auditing your expenses so that what you’re spending on *makes sense*
—Making business comfy with financial cushions
—Spending plans (and how to follow them)
—Projecting out income so you know what’s coming
—Understanding S-Corps — the benefits and responsibilities that come with it
—Profitability by offer — making sure *all* your services are making you money
—And more!

The ideal guest is someone who is willing to get curious with their numbers and learn. We’re bringing the resources, the teachings, and the accountability, but it’s up to you to want to take responsibility over your finances. You bring the right energy to the table and I promise you, it’ll be *chef’s kiss*

First, if you have a good one, don’t replace your bookkeeper. This membership is meant to be a supplement to their work. They do the accounting magic, and we spend time digging into the beautiful financial statements they provide. In the membership, you’ll work on understanding and using your numbers to make intentional business decisions.

And as the business owner, you hold the vision, making you the best person to be the CFO of your business. With the big picture in mind, the right data, and a bit of guidance, you’re more than capable of making intentional decisions for your business.

(Know what you're in for)

Before you RSVP