Free, and $50/month

Journey: learn to read your own numbers

A steady, shame-free place to build financial clarity, with a room full of solopreneurs who are done figuring this out alone. Two tiers, side by side.

Journey Pathway is free: the full workshop library recorded and ready whenever you have the hour, The Reading Room, and the community.

Journey Circle is $50/month at the founding rate, $100/month after: three live hours with me every month, plus the worksheets and templates that go with each workshop.

Perfect for: solopreneurs who want to understand their numbers before, or instead of, handing them to someone else.

$750

Foundations Assessment: understand before you commit

A thorough diagnostic review to understand the true state of your books before anyone commits to anything. You get accurate scope, clear pricing, and confidence in your next step. Not everyone needs this one. When you do, it is what keeps a small job from quietly becoming a large one.

• Complete diagnostic review of your bookkeeping
• Detailed findings report
• Clear recommendations and accurate pricing
• Review meeting to discuss everything

Perfect for: books nobody can quite vouch for. A prior bookkeeper's work taken on trust, accounts you are not sure were ever reconciled, a tax return filed on numbers you cannot explain, or more accounts than the story accounts for.

Custom scope, quoted before any work starts

Reset & Rebuild: clean up the past

A calm, supportive way to bring your bookkeeping current. No shame, no rushing, just clean books and a system you can trust. Because every backlog is different, the exact scope and price get set once your books have been looked at, so nothing about the investment is a surprise.

• Complete bookkeeping cleanup and catch-up
• Monthly reconciliation for the catch-up period
• Clear categorization structure
• A chart of accounts built for your business

Perfect for: service-based businesses behind on bookkeeping who want to restore clarity and rebuild the foundation.

Priced to your file

Calm Books Circle: bookkeeping, handled every month

One bookkeeping program, priced by what your file actually takes to close, not by how much you make. A written response, every message answered within one business day, by me, never routed. Same care, same standards, at every level.

Which tier fits is something I work out after I have seen your file. It is my job, not yours.

Perfect for: solopreneurs who want their books handled with care, reported in plain language, and off their mental load for good.

Not sure what you would actually get each month? See three sample reports.

$750

Start Right: a new file, built correctly

Kick set up, chart of accounts built for your business, monthly rhythm taught, and your first close done together. The clean start that makes every month after it easier.

Perfect for: businesses just starting out, or ready to leave a shoebox behind for good.

$950

Onboarding & migration: bring your existing file over

Your existing file, moved into Kick and set up right. Priced a little higher than Start Right, because history is where the surprises live. This is the most common way people start with me.

Perfect for: businesses with an existing file ready to move, coming from another bookkeeper or platform.

$595

Open Your Books: bring me a question about money

You bring one real question. I read your actual numbers and tell you what I see, in writing, so you still have it in March. You do not need to be a client, and you do not need to hand over your bookkeeping.

• A written pre-brief before we meet
• One Zoom session, and the recording is yours to keep
• Written follow-up notes
• One written follow-up question, any time in the next thirty days

Two sessions a week, both on Thursdays. When they are gone for the week, they are gone.

Perfect for: workable books, plus one decision you want a second set of eyes on before you make it.