Empower & Grow Your Business with Confidence

Take Control of Your Finances with Expert Guidance—Tailored for Solopreneurs and Small Business Owners.

bookkeeping

Take Charge of Your Business Finances

Managing your business can be really exciting and also quite daunting at times. Here at CEO Business Balance, we understand the challenges that come with staying on top of financial matters.

That’s why we came up with the Empower & Grow package, which is specifically designed to help individuals like you master your finances with ease and self-assurance.

Whether you’re a solopreneur or a small business owner with a few employees, you will be able to stay in charge of your finances while receiving expert support to make sure you’re headed in the right direction.

Our unique service offers you the perfect balance between independence and expert support that suits the needs of your growing business!

We offer you financial management tools to manage your bookkeeping smoothly along with regular consultations with a seasoned advisor to give you professional advice when you need it.
 
Empower & Grow will guide you in staying focused with your daily finances and building your business with confidence.

What You Get with Empower & Grow

Self-Managed Bookkeeping Made Simple

User-Friendly Software

Access a cloud-based platform that automates transaction tracking and categorizes income and expenses effortlessly.

Invoicing & Payments

Create and track professional invoices with just a few clicks. Connect your payment apps to easily receive payments.

Essential Financial Reports

Instantly generate financial reports giving you a snapshot of your business's money situation. See how much your earning and spending to help make decisions in your business.

Personalized Onboarding

Get started with a one-on-one training session.

Regular Check-Ins to Keep You on Track

Choose Your Frequency

Select monthly or quarterly reviews with a financial advisor.

In-Depth Financial Reviews

Ensure everything is categorized correctly and identify any red flags.

Tailored Advice

Receive personalized guidance on optimizing your bookkeeping practices.

Accounting App Set Up

App Set Up

Professional Accounting File Set Up. No figuring it out on your own. We set it up for you.

Required for Participation

We create your file with all the categories you need so you can track your finances with ease.

Current Promo

Accounting app set up is normally $500 but is included for a limited time at no additional charge

Ongoing Support & Resources

Chat Support

Quick answers to your bookkeeping questions. Post a question and receive an answer by the next business day.

Educational Resources

Access to guides, articles, and video tutorials to enhance your financial literacy.

Exclusive Webinars

Participate in advanced financial topics through our live events at no additional charge.

Self-Managed Bookkeeping + Quarterly Check-Ins

Starter Package

Self-Managed Bookkeeping + Quarterly Check-Ins
$ 129 Monthly
  • Cloud-based Accounting Platform
  • Quarterly Check-Ins
  • Ongoing Support & Resources
  • Accounting File Set up Included ($500 Value)

FAQ

Do you set everything up for me?

Yes, we will set up your accounting file in our preferred accounting app Xero and show you how to use it during our kick-off call.

The “Empower & Grow” service is designed to minimize the time you spend on bookkeeping. With automated transaction tracking and easy-to-use categorization, you can manage your finances in as little as 1-2 hours per week. The regular check-ins will help ensure everything stays on track, saving you time in the long run.

Absolutely! The kick-off session is tailored to your level of experience. During our one-on-one session, I’ll guide you step-by-step through the software, ensuring you feel confident and capable. Plus, ongoing email support is available if you ever have questions.

During your regular check-ins, Stacy Luft will review your financial reports, answer any questions you have, and provide personalized advice. To get the most out of these sessions, it’s helpful to have your latest financial data ready and think about any specific questions or challenges you’d like to discuss.

Between your scheduled check-ins, you’ll have access to chat support for any quick questions or concerns that arise. Additionally, you’ll gain access to a library of educational resources and exclusive webinars to help you stay informed and proactive about your financial management.

No, your subscription to Xero is included in your package. We set up your account, your accounting file with chart of accounts for you. Prior to your kick-off call, we’ll send you an invitation to login to Xero to access your account.

Not in the Empower & Grow Program. This program is specifically tailored to using Xero so that we can support you best in the beginning of your business journey.

However, if you are an established business using QuickBooks Online, we are QuickBooks ProAdvisors and can support you in another of our programs. Please book a call with us to discuss how we could work together. Click here to book a call.

Yes, the “Empower & Grow” service is fully scalable. You can easily adjust the frequency of your check-ins or add customized financial planning services as your business evolves. We’re here to support your growth every step of the way. 

Want us to take over the bookkeeping for you? We can do that too. That’s what makes Empower & Grow perfect for a growing business. We start you where you are, on a platform that will grow with you. No need to change accounting programs when you want us to do it for you.

We’ll be sad to see you go, however, in the case that you want to stop working with us, we transfer your Xero subscription to you.

This means, you will start to pay for your Xero subscription and stop paying us for your Empower & Grow plan. You will lose access to the Financial Leadership Collective and all the benefits of support from us.

As long as you continue your Xero subscription, you will not lose access to your books.

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Don’t wait—empower your business today with the tools and support you need to grow confidently.