A Guided Program to Help You Understand Your Numbers and Grow with Confidence
You’re not ready to hand over your books and that’s okay.
What will work for you now is a system that helps you stay organized, confident, and in control.
If you’re in business but still feel unsure about your finances, you’re not alone and you’re not behind.
Let’s Figure It Out: The Entrepreneur’s Circle helps you move from confusion to clarity.
You’ll organize your books, understand what your numbers really mean, and build simple systems to keep your finances on track without giving up control until you are ready.
This isn’t a course. It’s a live, supportive program that combines training, accountability, and professional guidance so you can finally feel confident managing your business finances.
This program is for you if:
✅ You’re a service-based business owner - a coach, creative, attorney, therapist, consultant or entrepreneur building your expertise.
✅ You’ve been in business and want to understand your finances before you're ready to hand them off to an accountant.
✅ You're still at the stage where you can manage your own books - you just need guidance and structure to do it right.
✅You’re earning money but not tracking it confidently, and you're ready to change that.
✅ You’re craving a community of like-minded business owners who are learning and growing together.
✅ You’re committed to getting organized without feeling overwhelmed.
✅ You want to make financial decisions with confidence, not confusion.
This program Is Not the Right Fit If:
❌ You're earning over $150,000/year.
➡️ At that stage, you're ready for more advanced financial strategy. We recommend reaching out about our 1:1 services instead.
❌ You have employees (W2).
➡️ If you’re hiring or building a team, we’re happy to connect you with professionals who specialize in payroll services.
❌ You’re looking for someone to do the work for you.
➡️In this program, you’ll be guided and supported every step of the way but you’ll still be managing your own books within your systems.
❌ You already have clean, consistent systems in place.
➡️ If your books are organized and you simply need year-end filing, we can connect you with trusted tax professionals in our network.
➡️ If you’d like ongoing support instead, we offer services where we walk through your numbers with you, help you understand what your numbers mean, and guide you as you make informed decisions for your business.
✅ If you’re still building structure, confidence, and consistency, this program was designed for you.
What's included in this Program:
Each month, you’ll get the structure, tools, and support you need to stay consistent and confident with your business finances:
✅ Two Live Group Sessions Each Month (Every Other Thursday)
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1st Thursday - Training Workshop: Hands-on learning focused on bookkeeping, workflows, and financial organization.
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3rd Thursday - Office Hours & Q&A: Bring your challenges and learn from anonymized, real-world examples.
All sessions are held live via Zoom and recorded for replay access.
✅ Private WhatsApp Community
Ask questions, share wins, and connect with other entrepreneurs between sessions. It’s quick, practical, and supportive — the accountability and encouragement you need to stay on track.
✅ Monthly Financial Focus Pack
Each month, you’ll receive one ready-to-use resource to simplify your your business finances management, such as:
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Month-End Wrap-Up Checklist – a quick list to keep your books up to date.
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Money In & Out Tracker – an easy tool to track what’s coming in and going out.
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Business Spending Organizer – helps you sort and label expenses correctly.
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3-Month Business Check-Up – a simple review to see what’s working and what needs attention.
Additional Program Benefits:
✅ Guest Expert Pop-Ins
Tax, legal, and business professionals join select sessions to share real-world insights so you understand the why behind your numbers and decisions.
✅ 90-Day Roadmap for Every Member
You’ll follow a clear, step-by-step pathway to understanding your numbers and creating better habits.
No guesswork instead structure, progress, and clarity.
✅ Rolling Enrollment
Start anytime. You’ll hit your own 30-day, 60-day, and 90-day milestones with check-ins and guidance, no matter when you join.
✅ Privacy by Design
We use demo files and anonymized examples so you can learn comfortably without ever revealing your real books or numbers.
✅ Optional 1:1 Support
If you ever want personalized help, you can book a private session at your member rate of $197/hour (50% off the non-member rate of $394/hour) for one-on-one guidance.
A Hands-On, Do-It-With-You Experience
This is a collaborative, guided program; not a self-paced course.
You’ll get just enough structure to move forward confidently and enough flexibility to meet you where you are in your business journey.
Why this works!
This is a space for us; entrepreneurs with a strong desire to build something lasting.
Why This Program?
Clarita here!
I’ve always been fascinated by how businesses work and inspired to use that knowledge to build something of my own while helping others pursue their entrepreneurial dreams.
You can also check out our podcast, Begin, Build, Blossom, where we share the journeys of fellow entrepreneurs — stories meant to inspire you to keep going and offer lessons you can apply to your own business.
My experience spans Deloitte Tax LLP, Stanford School of Medicine, multiple law firms, and years of working with creative entrepreneurs building service-based businesses.
Today, I lead CME Accounting LLC, where I work directly with business owners through personalized accounting and advisory services.
But I also know that not every entrepreneur is ready to work with an accountant one-on-one.
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Some are just getting started.
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Some have budget constraints.
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Some have smaller operations or simply haven’t found the right kind of support yet.
That doesn’t mean you should have to figure it out alone.
That’s why I created Let’s Figure It Out: The Entrepreneur’s Circle; a space for business owners to get practical guidance, ask real questions, and build solid systems before things get more complicated.
This is practical, community-driven support designed to help you move forward with clarity, confidence, and the right foundation for growth.
If that’s what you’ve been looking for, you’re in the right place.
Let’s figure it out — together.
Investment:
Start building confidence and consistency, one month at a time.
$249/month
(Locked-in Founding Member rate)
Buddy Add-On: $99/month per additonal member (must be with the same business)
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Bring a business partner or team member so you can learn and stay aligned together. Each Buddy gets their own access to live sessions and the WhatsApp group.
Build confidence and structure in your first 90 days.
Let’s Figure It Out — Together.
Entrepreneurship can feel lonely but you don’t have to figure it all out alone.
Let’s create the foundation your business deserves so you can grow with clarity, community, and confidence.
Rolling Enrollment - get support today!
Membership is flexible — no long-term commitment.
You can cancel anytime before your next billing date to stop future charges.
By the End of Your First 90 days, You'll:
✅ Have an organized bookkeeping system that actually works for your business.
✅ Clearly understand what's coming in and what's going out - no more guessing.
✅ Build a simple, repeatable routine that keeps you consistent and saves you time and stress.
✅ Feel prepared for tax season and ready to take on new opportunities with confidence.
✅ Move from feeling overwhelmed and alone to feeling supported, informed, and empowered in your business finances.
It’s time to finally feel confident in your numbers.
No more avoiding your books or second-guessing your next move.
You deserve a system that makes sense, a community that has your back, and the peace of mind that comes from knowing exactly where your business stands.
Join Let’s Figure It Out: The Entrepreneur’s Circle and start building the clarity, confidence, and consistency your business deserves.
Let’s figure it out — together.