You built your business to have more freedom.
Your finances shouldn't be the thing that takes it back. I help service-based solopreneurs — coaches, consultants, wellness practitioners, attorneys — understand their numbers, get their books in order, and build a steady relationship with their business money. Without turning them into accountants.
Explore Know Your NumbersMost solopreneurs aren't avoiding their finances because they don't care. They're avoiding them because no one ever made the numbers feel like theirs.
The books feel like someone else's territory. The reports feel written in a language they were never taught. So they look when they have to, look away when they can, and make decisions with less information than they deserve.
That's not a discipline problem. It's a clarity problem. And clarity is fixable.
"Looking at my numbers is no longer a scary task that I avoid — it's become empowering and a motivator. My finances felt like such a mess before and now I have clarity, and I know what I need to do to move myself and my business forward. Stacy's non-judgmental demeanor, wealth of knowledge, and mindset of making money about calmness and alignment has been a game-changer."
Start where you are.
Three tools. Each one built for a different starting point. All free.
Know Your Numbers
For the solopreneur who is earning — but still guessing about where it all goes. Five sections, honest prompts, and live calculations. Downloads as a PDF with all your numbers in one place.
Get the workbookFinancial Clarity Assessment
For the solopreneur who wants to know where their financial systems are strong, where they're leaking, and what to focus on next. Eight questions. A personalized 90-day roadmap delivered to your inbox.
Take the assessmentMoney Relationship Assessment
For the solopreneur who knows the numbers are only part of the story. Eight questions about how you actually relate to your business money. Your archetype and next step, delivered to your inbox.
Find your archetypeNot sure which one to start with? Know Your Numbers is the most practical place to begin.
Your books. Your rhythm. Your truth.
I work with service-based solopreneurs who are ready to stop guessing and start reading their own financial story.
Some clients need their books handled — accurately, monthly, without drama. Others need someone alongside them to help translate what the numbers mean and what to do next. Some arrive with two years of catch-up work and a lot of relief when they hand it over.
Wherever you're starting, the goal is the same: books you can trust and numbers you can actually use.
If you recognize yourself here, you're in the right place.
I work with coaches, consultants, wellness practitioners, therapists, attorneys, and creative professionals who are done avoiding their finances and ready to own them.
Coaches & Consultants
Variable income, pricing from instinct, tax surprises in April. How to price from reality, not hope — and stop undercharging even when you know better.
Read this page →Therapists & Wellness Practitioners
Sliding scale, multiple revenue streams, guilt around charging. The numbers don't have to feel like that.
Read this page →The Sovereign Three™
Financial clarity isn't one thing. It's three practices, working together.
- Know Your Numbers — understand what your reports are actually telling you.
- Claim Your Rhythm — build a money habit that fits how you run your business.
- Hold Your Shape — make decisions from clarity, not from pressure or panic.
When all three are in place, the finances stop being a source of dread and start being a source of information.
Learn about The Sovereign Three™About Stacy
I'm Stacy Luft. I've spent 30+ years working in financial operations — across businesses of every size, and now inside my own practice. I'm also a CE Lecturer at Hofstra University, where I teach foundational bookkeeping to financial professionals.
What I've learned from both sides of that work: the gap between having the numbers and understanding what they mean is where most solopreneurs get stuck. That's the gap I work in.
More about my workCommon questions
Is this just bookkeeping, or is it something more?
It's both — and the combination is what makes it different. The books get done accurately every month, but that's the floor, not the ceiling. What most clients haven't had before is someone who can also sit with them and answer the question underneath the numbers: how are we doing, what does this mean, and what should I do next? That's the mentoring piece. Accurate books plus someone who can read them with you.
How is working with you different from hiring a bookkeeper who knows QuickBooks?
A bookkeeper who knows the software can categorize transactions. That's a starting point. What's often missing is someone with 30+ years of financial operations experience who understands what the numbers are telling you about your business — not just that they're entered correctly. I also teach at Hofstra University, so explaining financial concepts in plain language is something I do every week. The difference shows up in the conversations, not just the reports.
What does the mentoring actually look like?
It looks like a monthly conversation where we look at your financial reports together — your profit and loss, your cash flow, your numbers — and I help you understand what they mean for your business right now. We talk about what's working, what needs attention, and what decisions you're facing that the numbers can actually inform. It's not a lecture. It's a working session with someone who knows your books.
Will you look at my expenses and make recommendations?
Yes. Because I'm in your books every month, I see patterns over time — where money is going, where there may be inefficiencies, and where your spending aligns or doesn't align with where you want the business to go. I'm not an advisor in the legal or investment sense, but I bring a financial operations lens to what I see, and I'll tell you what I notice.
Do I need to know anything about bookkeeping before we start?
No. Most clients come in having avoided their finances for exactly that reason — they don't feel like they know enough to even look. We start where you are. The goal isn't to turn you into a bookkeeper. It's to help you understand your own financial story well enough to make better decisions.
What if my books are a mess right now?
That's one of the most common starting points. A Foundations Assessment is usually the right first step — we look at where things stand, what needs to be cleaned up, and what it will take to get your books into a state you can actually use. The assessment fee applies toward any cleanup work, so it's never a sunk cost.
Your business doesn't need more pressure.
It needs a clearer foundation.
Start with the newsletter. Start with the workbook. Start with a conversation. The right place to begin is wherever you actually are.