Running a business comes with a lot of moving parts. Your finances shouldn’t be the confusing one.
If you’re running a business, you already know this:
Whether you’re managing your bookkeeping yourself, using QuickBooks, tracking things in spreadsheets, or juggling multiple accounts, you deserve clarity and confidence around your numbers.
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If you’ve ever thought:
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“I think my books are right, but I’m not 100% sure”
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“I don’t know where to start, everything feels messy.”
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“My system could be better, but I don’t know what to fix.”
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“I wish someone could just look at this with me.”
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You’re exactly who this session is designed for.
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You don’t have to figure this out alone.
INTRODUCING:
THE BUSINESS JOURNEY CLARITY SESSION
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A 1:1 session where we look at your books, your workflows, and your business questions together.
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This session is flexible and tailored to your needs.
Come with spreadsheets, QuickBooks access, screenshots, questions, or just your concerns. We’ll work through it in real time.
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You’ll finally understand what’s happening in your numbers and what to do next.
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What We Can Look At During Your Session
​​​✓ Your Bookkeeping Setup
QuickBooks, spreadsheets, or whatever you’re using today.
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✓ What’s Working & What’s Not
We’ll identify gaps, errors, and areas that need improvement.
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✓ Your Workflows
How money comes in, how expenses go out, how tasks get tracked and how to streamline it.
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✓ Your Financial Statements
What your numbers are actually saying and how to read them confidently.
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✓ Your Business Questions
Cash flow decisions, planning for growth, or anything you’re navigating right now.
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This is your time. We’ll focus on what matters most to you.
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WHAT YOU’LL WALK AWAY WITH:
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✔ A clearer understanding of your books
No more guessing. You’ll know what’s correct, what’s missing, and what needs attention.
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✔ A simple, prioritized action plan
Not a long to-do list; just the specific steps to take next.
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✔ Recommendations tailored to YOUR business
Systems, workflows, tools, best practices based on what actually fits your business.
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✔ A sense of calm and direction
Your numbers stop feeling overwhelming and start feeling manageable.
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✔ Answers to the questions you’ve been sitting on
You get real-time guidance, not generic advice.
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✔ A better setup to support growth
Small shifts in your bookkeeping flow can lead to big improvements in how you manage your business.
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✔ Clarity before making big decisions
If you're planning something, changing systems, launching an offer, hiring, or preparing for tax season you’ll walk away with grounded financial insight.
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✔ And most importantly: CONFIDENCE
Confidence in your numbers.
Confidence in your next steps.
Confidence in the financial side of your business.
This session doesn’t just answer questions, it changes how you run your business.
YOUR INVESTMENT:
Your Investmen$394 — 60-Minute Private Session
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Included with your session:
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Pre-session intake form
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60-minute live working session
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Personalized follow-up summary
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Action steps tailored to your business
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Recommendations for tools, workflows, or improvements
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This is not a sales call.
It’s a real working session designed to give you clarity and direction.