✨ Why Momentum Exists
As a solopreneur, you want to serve your clients and grow your business.
But you also know your numbers matter.
Managing your books can be confusing, time-consuming, and too easy to put off.
You want clarity, consistency, and a partner who helps you keep your financial foundation steady.
That’s why I created Momentum—a professional bookkeeping partnership designed to work with you, so your business feels supported, not scattered.
🌀 What Momentum Is
Momentum isn’t just “done-for-you” bookkeeping.
It’s a clear, calm partnership that ensures your records are up to date, your systems are smooth, and you know exactly where you stand every month.
It’s professional.
It’s consistent.
And it’s built to give you both clarity and confidence.
✅ What You’ll Receive with Momentum
- Clear & Accurate Books
Every transaction categorized and reconciled monthly so you always know your true numbers. - Simplified Receipt Management
No more messy paperwork—secure, digital receipt capture through HubDoc. - Monthly Reports You Can Understand
Profit & Loss, Balance Sheet, and Accounts Receivable Aging reports delivered simply and clearly. - Professional, Consistent Support
Steady, reliable communication to keep everything moving with ease.
🌿 Who Momentum Is For
Momentum is designed for solopreneurs earning up to $500,000 annually who:
✔️ Want reliable, professional bookkeeping
✔️ Value partnership, not outsourcing-and-forgetting
✔️ Are ready to stay lightly engaged with their numbers while trusting an expert to manage the details
💬 My Commitment to You
I’m not here to rescue you from your numbers.
I’m here to stand with you—handling the details so you can focus on serving your clients, with full confidence in your financial clarity.
This partnership is built on:
✨ Clarity
✨ Calm
✨ Consistency
✨ Respect
🪷 Onboarding is Simple
- Welcome email with clear next steps
- Personal onboarding call to understand your business
- Secure setup of your financial tools
- Professional monthly bookkeeping you can rely on
- Consistent, responsive support
💸 Pricing
✨ $450/month
Clear. Consistent. No surprises.
🔮 Looking Ahead
Momentum is a true partnership, built on calm, clear systems and mutual respect.
As my practice grows, this service will be offered exclusively to active Journey members as an add-on—deepening support for those truly committed to their financial clarity.
For now, Momentum remains available to solopreneurs who are ready to partner in building steady, reliable financial practices.
🌿 Ready to Begin?
✨ Book your Discovery Call today and take the next steady step toward clarity.
Frequently Asked Questions
What is the Momentum program?
Momentum is a professional bookkeeping partnership for solopreneurs. It provides calm, consistent monthly bookkeeping with clear reports, simplified receipt management, and steady communication—so you always know where your business stands.
How much does Momentum cost?
Momentum is $450 per month. Clear. Consistent. No surprises.
Who is Momentum for?
Momentum is designed for service-based solopreneurs earning up to $500,000 annually who want reliable, professional bookkeeping and a partnership that keeps their numbers current without handing off all responsibility.
Is this done-for-you bookkeeping or a partnership?
Momentum is a partnership. We handle the details with care and consistency while you stay lightly engaged with your numbers, so you can make confident decisions each month.
What do I get each month?
Monthly transaction categorization and reconciliations, simplified receipt capture via HubDoc, and clear financial reports (Profit & Loss, Balance Sheet, and Accounts Receivable Aging), plus steady, responsive communication.
What software do you use?
We work with Xero, QuickBooks Online, and HubDoc. We can use your existing subscription or help you set one up.
What do you expect from me as a client?
Timely communication, sharing receipts and documentation as agreed, a willingness to stay engaged with your numbers, and respect for the simple systems that keep everything running smoothly.
Do I get direct access to Stacy?
Yes. You’ll have regular check-ins, direct messaging, and responsive support when you need it.
How do I get started?
Book a Discovery Call. We’ll learn about your business, answer questions, and map your setup. Onboarding typically completes within about two weeks once access is provided.
Is there a long-term contract?
No long-term contracts. Stay as long as Momentum serves you.
Will Momentum be exclusive to Journey members later?
As the practice grows, Momentum is planned to be offered as an add-on for active Journey members. For now, it is available to aligned solopreneurs who are ready to partner in steady, clear financial practices.