Coaching
Your books. Your business. Let’s work on both.
You don’t have to figure it all out alone. We’ll set up your bookkeeping, practice together, and use your numbers to plan what comes next.
What you leave with
Make sense of your business.
- Clean, audit-ready books you maintained yourself
- Fluency in your P&L, balance sheet, and cash flow
- A repeatable monthly close in under 90 minutes
- The ability to answer real questions with real numbers
Ways to work together
Choose the right fit.
The Foundation
1:1 · 4 Weeks
For the owner setting up their books properly for the first time, or resetting them after a rough year.
- ◆Chart of accounts built for your business
- ◆Software setup (QuickBooks, Xero, or Wave)
- ◆First month reconciled together
- ◆A monthly close routine you can actually keep
Signature
The Mastery
1:1 · 12 Weeks
For the owner ready to use their numbers to make real decisions about pricing, hiring, growth, and everything in between.
- ◆Weekly working sessions
- ◆Tax-ready bookkeeping system
- ◆P&L, balance sheet, and cash flow fluency
- ◆Strategy conversations rooted in your actual data
The Circle
Small Group · Quarterly
A working cohort of owners and leaders learning to run their books and read their business together.
- ◆6 live working sessions
- ◆Private community
- ◆Monthly office hours
- ◆Honest peer feedback