Find Your Best Starting Point
Answer three quick questions to see which services might be the perfect fit for where you are right now.
All Services at a Glance
Journey: Your Foundation
Free (Pathway) • $99/month (Circle)
A steady, shame-free space to build clarity, calm, and confidence with your business finances. Learn at your own pace with community support.
- 🌿 Workshop library & monthly live teaching
- 🌿 Community support & discussion space
- 🌿 Templates, checklists & mini-courses
- 🌿 Integration circles for reflection
Reset & Rebuild: Clean Up the Past
$3,000 one-time
A calm, supportive way to bring your bookkeeping current (up to 12 months). No shame, no rushing — just clean books and a system you can trust.
- 🌿 Complete bookkeeping cleanup & catch-up
- 🌿 Monthly reconciliation for catch-up period
- 🌿 Clear categorization structure
- 🌿 System documentation
- 🌿 1-2 review conversations
Foundations Assessment: Understand Before You Commit
$750 (applies toward cleanup work)
A thorough diagnostic review to understand the true state of your books before investing in cleanup. Get accurate scope, clear pricing, and confidence in your next steps.
- 🌿 Complete diagnostic review of your bookkeeping
- 🌿 Detailed findings report
- 🌿 Clear recommendations & accurate pricing
- 🌿 Review meeting to discuss everything
Momentum: Your Financial Partnership
$250-$1,100/month
Calm, consistent bookkeeping support with strategic mentorship. Your books stay current and you gain the clarity to lead with confidence.
Calm Books
$250/mo
- 🌿 Bookkeeping in Kick.co
- 🌿 Monthly confirmation
- 🌿 Journey Circle access
- Up to $100K revenue
Momentum Maintain
$450/mo
- 🌿 Everything in Calm Books +
- 🌿 $100K+ revenue
- 🌿 Scaled capacity
Momentum Core
$700/mo
- 🌿 Everything in Maintain +
- 🌿 Monthly 45-min call
- 🌿 Financial reflection
- 🌿 Quarterly planning
Also available: Momentum Align ($1,100/mo) — Two monthly calls + customized money management + deeper strategic support