Foundations
Managing your bookkeeping shouldn’t be a source of stress. With the Empower & Grow Foundations Program, you get the tools and expert guidance you need to confidently self-manage your finances—without worrying if you’re doing it right.
Managing your bookkeeping shouldn’t be a source of stress. With the Empower & Grow Foundations Program, you get the tools and expert guidance you need to confidently self-manage your finances—without worrying if you’re doing it right.
Managing your bookkeeping shouldn’t be a source of stress. With the Empower & Grow Foundations Program, you get the tools and expert guidance you need to confidently self-manage your finances—without worrying if you’re doing it right.
This program is designed for solopreneurs and small business owners who:
✔️ Want to take charge of their bookkeeping but need a structured system.
✔️ Earn up to $500,000 in annual revenue and aren’t ready for full-service bookkeeping.
✔️ Need an affordable, professional solution that provides just the right amount of support.
✔️ Want peace of mind knowing their books are accurate and up to date.
✅ Xero Early Subscription Included – An easy-to-use, cloud-based bookkeeping platform to track your income, expenses, and financial records.
✅ Guided Set-Up Assistance – A one-time, 60-minute onboarding session to help you set up your bookkeeping system efficiently. Plus, you’ll receive comprehensive checklists to keep your finances in order.
✅ Quarterly Financial Health Check – A detailed financial review every quarter, including a written report with actionable insights on your income, expenses, and balances.
🚀 Simplicity & Efficiency – No need to guess what’s right. Get set up quickly and manage your finances with confidence.
🛠️ Expert Support, Without the Cost of a Bookkeeper – Enjoy expert guidance without the high price tag of full-service bookkeeping.
📈 Financial Clarity & Control – Stay on top of your finances so you can make informed business decisions and plan for growth.
Don’t let financial confusion hold you back. With the Empower & Grow Foundations Program, you’ll have the system, support, and confidence to manage your bookkeeping like a pro.
Not at all! Momentum offers flexibility—you can easily cancel anytime.
Simply book your complimentary discovery call. We'll discuss your business, answer your questions, and get you set up smoothly.
We use Xero, QuickBooks Online, and HubDoc. You can bring your existing subscription to Xero or QuickBooks Online, or I'll happily set one up for you.
Absolutely! You'll enjoy regular personalized check-ins, direct messaging, and monthly live Q&A sessions.
We typically complete your setup within two weeks after your onboarding call and receiving your account details.