Momentum Reset and Rebuild

A calm, supportive way to bring your bookkeeping up to date and rebuild a system you can trust.

The Lesson

If you're not certain about the state of your books, start with the Foundations Assessment ($750).

It prevents:

• ✅ Unexpected costs when issues are discovered mid-project
• ✅ Choosing the wrong service level
• ✅ Delays when scope changes
• ✅ Frustration for both of us

The $750 assessment fee applies toward your cleanup work, so it's not an additional cost — it's insurance against surprises.

Your bookkeeping has been sitting untouched for months.

Maybe you've been meaning to catch up. Maybe you've tried a few times and gotten overwhelmed. Maybe you've been waiting for the "right time" that never seems to come.

You have your bank statements. You have your receipts. You know what happened in your business.

You just need someone to actually do the bookkeeping work.

The anxiety builds every week you don't address it. You can't answer basic financial questions. You're making decisions based on your checking balance instead of real data. Tax season is approaching and you're not ready.

And the longer you wait, the heavier it gets.

You don't need another tutorial or template. You need someone to take this off your plate and handle it — calmly, thoroughly, and without judgment.

You're at a decision point.

You can keep waiting for the perfect moment to catch up on your own — hoping you'll magically find the time and energy to tackle months of backlogged bookkeeping.

Or you can hand it to someone who will bring your books current while you focus on your actual work.

Neither choice is wrong. But one keeps you stuck in anxiety. The other creates momentum.

If you're ready to stop carrying incomplete books, Reset & Rebuild is here.

What Reset & Rebuild Is

Momentum Reset & Rebuild is a clearly scoped bookkeeping program designed to catch up straightforward bookkeeping that's fallen behind — so you can move forward with clean books and a system you can trust.

This isn't coaching, consulting, or learning new systems. This is execution.

You provide the bank statements and receipts. I handle the bookkeeping catch-up — categorizing transactions, reconciling accounts, organizing your records, and rebuilding a system that makes sense for your business now.

The goal: Get you from "months behind and avoiding it" to "current, accurate, and able to move forward."

No rushing. No shame. Just a calm, clear path forward.

What Changes When Your Books Are Current

Before Reset & Rebuild:

• Your bookkeeping is months behind, no matter how much you intend to catch up
• You can't answer basic financial questions about your business
• You're making decisions based on your checking balance instead of real data
• You avoid looking at financial reports because you know they're incomplete
• Tax season fills you with dread because nothing is organized
• The mental load of "I should be doing this" follows you everywhere
• You're missing opportunities that require financial documentation

With Reset & Rebuild:

• Someone is handling the heavy lifting while you focus on your work
• Progress happens steadily without overwhelming you
• Questions are answered with patience and clarity
• The guilt and anxiety start to lift

After Reset & Rebuild:

• Your books are current and accurate
• You can answer financial questions with confidence
• You understand where your business stands financially
• Tax preparation is straightforward because everything is organized
• You have a bookkeeping system that feels sustainable
• You can make business decisions based on real data
• The mental load is gone — this part is handled

You're no longer guessing, avoiding, or carrying the weight of incomplete books.

Who Reset & Rebuild Is For

Reset & Rebuild is designed for service-based solopreneurs who need straightforward bookkeeping catch-up.

You're a good fit for Reset & Rebuild if:

• You run a service-based business (coaching, consulting, therapy, creative services, wellness, etc.)
• Your bookkeeping is 3-12 months behind
• You have your bank statements and receipts — you just need the actual bookkeeping done
• Your financial activity is relatively straightforward (no inventory, no complex payroll, no multi-entity structures)
• You know what needs to be done, or you've completed a Foundations Assessment that confirmed this scope
• You're ready to invest in getting current so you can move forward

You're NOT a good fit for Reset & Rebuild if:

• Your books have significant errors, deleted transactions, or compliance issues
• You need more than 12 months of catch-up
• Your business has inventory, complex payroll, or multiple entities
• You're not sure what state your books are actually in

If you're unsure whether Reset & Rebuild fits your situation, start with the Momentum Foundations Assessment ($750). It will tell you exactly what you need and give you an accurate quote.

What We'll Do Together

Reset & Rebuild is structured, supportive, and clearly bounded.

This program includes:

Complete Bookkeeping Catch-Up

• Up to 12 months of bookkeeping brought current
• All transactions categorized accurately
• Monthly reconciliation for the entire catch-up period
• Clear, consistent categorization structure

System Organization & Documentation

• Review and organization of your existing financial data
• Chart of accounts optimized for your business
• Documentation of your bookkeeping system so it's understandable and maintainable

Review & Guidance

• One to two review conversations to walk through your numbers
• Clear answers to your questions, without judgment
• Guidance on next steps — whether that's ongoing Momentum support or maintaining the system yourself

The goal: Leave you with books you can trust and a system that no longer feels fragile or overwhelming.

Platform Support

If your current bookkeeping platform isn't serving your business well, I'll let you know.

When appropriate, I can guide you through a transition to a more supportive system, such as Kick.co, as part of your reset and rebuild. Any platform change is discussed thoughtfully and never forced.

You deserve tools that make things simpler, not harder.

Why Starting With a Diagnostic Matters

Many business owners think their books just need "catching up" — when the reality is more complex.

Recent examples from my practice:

Case 1: "I thought my books were ready for ongoing support"

A business owner reached out to begin Momentum Core. They had a bookkeeper who'd been maintaining their books for over a year, and they believed everything was current and accurate.

When I logged into their QuickBooks during onboarding, I discovered 18 balance sheet accounts hadn't been reconciled in 16 months. Their "bookkeeper" had been clearing bank feeds and telling them the work was "done" — but no actual reconciliation had happened.

What the client expected: Start ongoing support immediately
What actually happened: Had to pause onboarding, needed $4,500 cleanup before we could begin

The previous "bookkeeper" was treating bookkeeping as a side hustle while building other business ventures. They had no accounting education or professional bookkeeping experience — they knew how to use the software but didn't understand what proper bookkeeping actually required.

Your business finances deserve more than someone's side project. You deserve better.

What this actually means:

• Clearing feeds = 30 minutes, no accounting knowledge needed
• Actually reconciling = 2-4 hours per account, requires expertise to match statements, identify discrepancies, and verify accuracy

The client had been paying for professional bookkeeping but receiving incomplete work — and had no way to know the difference.

Cost to fix 16 months of missed reconciliations: $4,500.

The lesson: The Foundations Assessment ($750) would have caught this before onboarding, applied toward the cleanup, and prevented this uncomfortable surprise.

Case 2: "Reports are always late, but I figured that's how it is"

A law firm owner knew their office manager/bookkeeper was struggling — reports were consistently late, cash flow information was unreliable. But they kept hoping it would improve.

They decided to get a professional assessment before committing to any cleanup work.

When I reviewed the books, I discovered:

• Transactions were being deleted to "fix" errors
• Software integrations were repeatedly broken by improper transaction handling — the bookkeeper deleted records in QuickBooks that should have been corrected, severing the sync with billing software. Despite being trained on the correct process, they refused to change their workflow. This created duplicate work, data inconsistencies, and hours of manual reconciliation
• Sales transactions were duplicated, inflating revenue artificially
• The books were so inaccurate the owner may have overpaid taxes

Because they invested in the assessment first, they understood the full scope before committing. They made an informed decision to proceed with the $8,800 cleanup, knowing exactly what they were getting and why it was necessary.

Without the assessment, they might have expected $2,000-3,000 for "simple catch-up" and faced a very unpleasant mid-project surprise.

This Is Why Experience Matters

With Momentum Maintain, you don't just get someone who can categorize transactions. You get someone who:

• Actually reconciles your accounts every month (not just clears bank feeds)
• Understands the difference between "looks done" and "is done"
• Catches errors and discrepancies before they compound
• Keeps your books accurate, compliant, and audit-ready

You shouldn't have to verify that your bookkeeper is doing the work they say they're doing. You should be able to trust it's handled correctly.

When Reset & Rebuild Isn't the Right Fit

I'll recommend a different approach if your situation includes:

Complexity that exceeds Reset & Rebuild scope:

• Inventory or product-based revenue
• Employees or complex payroll structures
• Sales tax across multiple jurisdictions
• Multiple entities or intercompany activity
• More than 12 months of unresolved bookkeeping

Issues that require strategic repair:

• Deleted or duplicated transactions
• Previous bookkeeper errors that need correction
• Compliance issues or significant tax discrepancies
• Software migrations with data integrity problems

In these cases, the Momentum Foundations Assessment ensures you get accurate scoping and pricing for the work you actually need.

Investment

Momentum Reset and Rebuild
$3000 one-time

This investment reflects the complete transformation from months of incomplete bookkeeping to clean, current, trustworthy financial records — plus a sustainable system you can maintain going forward.

This pricing assumes:

• Up to 12 months of catch-up
• Service-based business with straightforward activity
• You have bank statements and receipts organized
• No significant errors or compliance issues to correct

If your situation is more complex than Reset & Rebuild is designed for, I'll pause and discuss next steps with you before proceeding. You'll never receive unexpected charges.

Not sure if this is the right fit? Start with the Foundations Assessment ($750) to get accurate scoping and a clear quote. The $750 applies toward your cleanup work if you proceed.

What Happens After Reset & Rebuild

Once your bookkeeping is clean and your system is rebuilt, you have options:

Option 1: Continue with Momentum Support

Many clients transition to Momentum Maintain ($450/month) or Momentum Core/Align ($700-1100/month) for ongoing bookkeeping and financial support.

This ensures you stay current and never face this catch-up situation again.

Option 2: Maintain the System Yourself

You can use what we've built and maintain your own bookkeeping going forward. I'll provide documentation and guidance to help you stay on track.

Journey Circle ($99/month or free) offers ongoing education and community support if you want to maintain your own books with guidance.

Option 3: Return When Needed

Some clients prefer to catch up periodically rather than maintain ongoing support. You're welcome to return for another Reset & Rebuild when needed.

There's no pressure to continue. I'll help you understand what level of support makes sense for your business and your season.

What You'll Leave With

By the end of Reset & Rebuild, you'll have:

A reliable financial foundation:

• Clean, current books you can actually trust
• All accounts properly reconciled and verified
• A bookkeeping system that makes sense for your business

Mental and emotional relief:

• No more guilt about being behind
• No more anxiety about tax time
• No more making decisions without real data

Clarity and confidence:

• You understand where your business stands financially
• You can answer questions about your numbers
• You have the foundation to make informed decisions

A path forward:

• Clear documentation of your system
• Options for ongoing support if you want it
• Freedom to manage it yourself if you prefer

You'll finally be able to breathe again.

A Note from Stacy

Hi, I'm Stacy Luft, Founder of CEO Business Balance.

I created Reset & Rebuild because I kept meeting capable business owners who'd fallen behind on their bookkeeping — not because they were irresponsible, but because they were busy running their businesses and life got in the way.

They didn't need judgment. They didn't need another tutorial. They needed someone to simply handle the catch-up work so they could move forward.

That's what Reset & Rebuild provides: calm, thorough execution that gets your books current without drama or shame.

If your books are straightforward but behind, this program will get you caught up and back on track.

If your situation is more complex, the Foundations Assessment will help us understand exactly what you need before we begin.

Either way, you don't have to carry this alone anymore.

"In my world, being a CEO means being a Calm, Empowered Owner of your business, your numbers, and your decisions. Reset & Rebuild helps you reclaim that ownership with steadiness and clarity."

Let's get your books current so you can focus on what you do best.

Ready to Get Your Books Current?

You've been carrying incomplete books for long enough. It's time to hand this to someone who will handle it calmly and thoroughly so you can move forward.

If your situation is straightforward: Apply for Reset & Rebuild and let's get started.

If you're not sure what you need: Start with the Foundations Assessment ($750, applies toward cleanup) to get accurate scoping and a clear quote.

Apply for Reset & Rebuild ($3000) →

Start with Foundations Assessment ($750) →

You don't need to be perfect or prepared to begin.
You just need to be willing to take the next calm step.

Begin here.