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) • $295/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
Custom scope, set by your Foundations Assessment
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, your Foundations Assessment sets the exact scope and price first, so nothing about the investment is a surprise.
- 🌿 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
$295–$2,500/month
Three ways to work together, depending on how much of me you want in your business. At every level your books are handled, current, and accurate. What changes is the relationship: from having your numbers made clear, to having a partner who helps you decide what to do with them.
Calm Books Circle
$295/mo
Handled and legible.
- 🌿 Monthly bookkeeping in Kick, subscription included
- 🌿 Private client hub with a plain-language Monthly Report
- 🌿 CBC client channel for questions between reports
- 🌿 Clarity Hours + Progress Circles
- 🌿 Full learning library
Momentum Core
$995/mo
Handled, and a thinking partner.
- 🌿 Everything in Calm Books Circle
- 🌿 Monthly 45-min partnership call on your numbers
- 🌿 Reflection & action notes for your situation
- 🌿 Quarterly planning
- 🌿 A private thread with me, direct
Momentum Align
$2,500/mo
A partner, genuinely embedded.
- 🌿 Everything in Momentum Core
- 🌿 Two monthly calls
- 🌿 Customized money management for your situation
- 🌿 Deeper strategic involvement & priority access
Ready for true CFO-level planning — budgeting, forecasting, and projections? Momentum Elevate is available by application, when the business and the opportunity are the right fit.