Momentum Reset and Rebuild
A calm, supportive way to bring your bookkeeping up to date and rebuild a system you can trust.
Momentum Reset and Rebuild
A calm, supportive way to bring your bookkeeping up to date and rebuild a system you can trust.
If your bookkeeping has been sitting unfinished, inconsistent, or quietly avoided, you are not alone. Most business owners do not fall behind because they are irresponsible. They fall behind because they are doing the work of running a business, often without systems that truly support them.
Momentum Reset and Rebuild is a clearly scoped bookkeeping program designed to help you clean up the past, restore clarity, and rebuild a foundation that feels steady and sustainable going forward.
No rushing. No shame. Just a calm, clear path forward.
What This Program Is Designed to Do
Momentum Reset and Rebuild focuses on restoring trust in your books.
This program is here to help you:
- Bring incomplete or inconsistent bookkeeping up to date
- Create clean, reliable financial records you can actually use
- Understand what your numbers are telling you, without overwhelm
- Rebuild a bookkeeping system that supports your business now, not who you were years ago
- Move forward with confidence instead of avoidance
This is not about perfection. It is about stability, clarity, and momentum.
Who This Program Is For
Momentum Reset and Rebuild is a good fit if:
- You run a service-based business
- Your bookkeeping is incomplete, inconsistent, or no longer reliable
- You may be a few months behind, or you simply know things are not fully current
- Your financial activity is relatively straightforward, even if it feels heavy right now
- You want clean books and a system you can maintain going forward
If your books feel overdue but not chaotic, this program was created for you.
What We Will Do Together
Momentum Reset and Rebuild is structured, supportive, and clearly bounded.
This program includes:
- A complete bookkeeping reset, including cleanup and catch-up for up to 12 months of prior activity
- Review and organization of your existing financial data
- Monthly reconciliation for the catch-up period
- A clear, consistent categorization structure
- Documentation of your bookkeeping system so it feels understandable and manageable
- One to two review conversations to walk through your numbers and answer questions
- Guidance on next steps, whether that is ongoing Momentum support or maintaining the system on your own
The goal is to leave you with books you can trust and a system that no longer feels fragile.
Platform Support. Without Pressure
If your current bookkeeping platform is no longer serving your business well, I will 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.
When a Different Path Is a Better Fit
Momentum Reset and Rebuild is not designed for every situation.
I may recommend a different approach if your business includes:
- Inventory or product-based revenue
- Employees or complex payroll
- Sales tax across multiple jurisdictions
- Multiple entities or intercompany activity
- More than 12 months of unresolved bookkeeping
- Prior-year corrections or compliance cleanup
In those cases, the Momentum Foundations Assessment or a custom engagement ensures your business gets the care and accuracy it needs.
Investment
Momentum Reset and Rebuild
$2100 one-time
This investment reflects the time, care, and expertise involved in restoring your bookkeeping foundation and rebuilding a system you can trust.
If your situation turns out to be more complex than this program is designed for, I will pause and discuss next steps with you before any additional work begins.
What You Will Leave With
By the end of Momentum Reset and Rebuild, you will have:
- Clean, reliable books you can trust
- A clear understanding of where your business stands financially
- A bookkeeping system that feels steady and sustainable
- Confidence to move forward as a Calm, Empowered Owner of your business
You will no longer be guessing, avoiding, or bracing yourself to look at your numbers.
A Gentle Reassurance
You are not behind. You are building your business in your own way, at your own pace.
Momentum Reset and Rebuild exists to help you make peace with your numbers, rebuild trust in your systems, and move forward with steadiness and clarity.
When you are ready, I will walk this path with you, step by step, so you can breathe again.
Next Step
If Momentum Reset and Rebuild feels like the right fit, the next step is a simple intake so I can confirm alignment and schedule your start.
If you are unsure which option fits best, I will help you find the right place to begin.
Frequently Asked Questions
How is this different from the Momentum Foundations Assessment?
Momentum Reset and Rebuild is about doing the work. The Momentum Foundations Assessment is about understanding the scope.
If your bookkeeping situation is clear and fits within this program, we can begin with Momentum Reset and Rebuild. If things feel uncertain or more complex, I may recommend starting with the Momentum Foundations Assessment instead.
My goal is always to start in the place that creates the most clarity and the least stress.
What if I am only a few months behind?
You do not need to be a full year behind to benefit from Momentum Reset and Rebuild.
This program is about restoring trust in your books and rebuilding a system that works for you now. If your bookkeeping is incomplete, inconsistent, or no longer reliable, this program may still be the right fit.
If your books are largely current and just need light support, I will tell you honestly.
What if I am not sure how behind I am?
That is very common.
If you know something feels off but you are not sure what or how much, Momentum Reset and Rebuild can still be appropriate. If, once I review your intake, more clarity is needed before moving forward, I may recommend the Momentum Foundations Assessment first.
You do not need to have everything figured out before reaching out.
Will you handle everything for me?
I will take care of the bookkeeping cleanup and system rebuild within the scope of this program.
That said, there may be moments where I need information or clarification from you. We will move at a steady, reasonable pace and I will guide you clearly through what is needed, without overwhelm.
What happens if my situation is more complex than expected?
If I discover that your bookkeeping needs go beyond the scope of Momentum Reset and Rebuild, I will pause and talk with you before continuing.
We will discuss what I am seeing, what it means, and what your options are. Nothing proceeds without your understanding and consent.
Does this include tax work or filing?
No. I do not prepare tax returns or provide tax filing services.
This program focuses on creating clean, reliable bookkeeping that supports accurate tax preparation by your tax professional.
What happens after the reset is complete?
Once your bookkeeping is clean and your system is rebuilt, you have options.
Some clients move into ongoing Momentum support. Others choose to maintain the system on their own. I will help you understand what level of support makes sense for your business, without pressure.
Is this a good fit if my business feels emotionally heavy right now?
Yes.
Momentum Reset and Rebuild is designed to be steady and supportive, not rushed or intense. If your numbers feel emotionally charged or overwhelming, this work is done with care, clarity, and respect for your nervous system.
How do I get started?
The first step is a short intake so I can understand your situation and confirm that this program is the right fit.
If another option would serve you better, I will guide you there instead.
A Final Note
You do not need to be perfect or prepared to begin. You just need to be willing to take the next calm step.
Apply for Momentum Reset & Rebuild