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crush your business goals

Introductory package to assess your business and personal finances and provide immediate recommendations.

  • Financial assessment - 60 min

  • One working session - 45 min
    • focused on building business <> personal budgets and cash flow trackers ​
    • Q&A on quick action items to maximize efficiency and revenue
    • Price $450
grow your biz like a wiz

Building a financial system that works seamlessly to achieve your personal and business goals (focused on paying yourself and tax strategy). 

  • Financial assessment - 60 min

  • Two working sessions - 45 min

  • Creating 3 year business and personal forecasts

  • Detailed tax strategy 

  • Self-employment retirement accounts

maintain your financial gains

After your first package, move to ongoing support and plan maintenance.

  • Quarterly check in session booked for the year, subject to change in your availability

  • Updating cash flow, revenue and expense forecast and tax strategy

  • Unlimited email support

  • Access to google drive 

  • Price: $995

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Thriving in your business with the help of your financial wingwoman.

  • Personalized dashboards of key metrics

  • Monthly finance meetings and action items

  • Reports for investors or internal team

  • Thought partnership for growth

  • Customized pricing

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