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) • $225/month (Calm Books Circle)
A steady, shame-free space to build financial clarity — through free live workshops, The Reading Room, and a community of solopreneurs who are done figuring this out alone.
- 🌿 Live monthly workshops and full replay library
- 🌿 The Reading Room — async videos teaching you to read your numbers
- 🌿 Progress Circles — monthly live gathering for reflection
- 🌿 Select templates and tools
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
$225–$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 Circle
$225/mo
- 🌿 Bookkeeping in Kick
- 🌿 Monthly financial summary
- 🌿 Kick subscription included
- 🌿 Clarity Hours + Progress Circles
- 🌿 Full learning library
Momentum Maintain
$450/mo
- 🌿 Everything in Calm Books Circle +
- 🌿 Human oversight & reconciliation
- 🌿 Plain-language monthly notes
- 🌿 Private support thread
Momentum Core
$700/mo
- 🌿 Everything in Maintain +
- 🌿 Monthly 45-min mentorship call
- 🌿 Financial reflection & action notes
- 🌿 Quarterly planning
Also available: Momentum Align ($1,100/mo) — Two monthly calls + customized money management + deeper strategic support