A 12-Week Guided Program to Help You Understand Your Numbers and Grow with Confidence
If you’ve been in business for 3 years or less and feel unsure about your finances, you’re not alone.
You’ve started your business. Now it’s time to bring in the support that you need.
You’re bringing in money but not tracking it in a way that supports informed decisions.
You’re trying to manage things yourself but you’re guessing most of the time.
You know there’s a better way but you just haven’t found the right kind of support yet.
I’ve been there. That’s exactly why I created this space.
This program is for you if:
✅ You’ve been in business for 3 years or less.
✅You’re making money but not sure how to track it.
✅ You want to do your books yourself but need guidance.
✅ You’re craving a community of like-minded business owners.
✅ You’re committed to getting organized without overwhelm.
✅ You want to feel confident making financial decisions.
This program Is Not the Right Fit If:
❌ You're earning over $150,000/year.
➡️ We recommend reaching out to ask about our 1:1 services instead.
❌ You have employees (W2)
➡️ If you’re hiring or building a team, we’re happy to point you to services that meet your needs.
❌ You’re looking for someone to do the work for you.
➡️ You’ll be supported and guided but you’ll still be doing the work in your own systems.
❌ You already have clean, consistent systems in place.
➡️ If you’re just looking for a tax pro to file at year-end, we can connect you with professionals within our network.
➡️If you're looking for continued support, join our WAITLIST for our Momentum Program: The Entrepreneur's Circle below.
What's included in our 12-Week Program:
✅ Live Weekly Group Sessions (via Zoom)
✅ Private WhatsApp Chat: Ask questions, celebrate wins, and stay connected between calls
✅ Every Other Week 1:1 Check-In 30-minute session to go deep on your questions or roadblocks
✅ Pop-In Sessions from Pros: Hear from guest experts (e.g. tax and legal)
This is a hands-on, let’s-do-this-together program with just enough structure to move you forward and enough flexibility to meet you where you are.
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 drawn to understanding how businesses work and using that knowledge to build something of my own while also helping others pursue their entrepreneurial dreams.
Check out our podcast here, where we share the journeys of fellow entrepreneurs with the hope that their stories will inspire you to keep going and offer insights you can learn from along the way.
My experience spans Deloitte Tax LLP, Stanford School of Medicine, multiple law firms, and working with creative entrepreneurs building service-based businesses.
Today, I run my firm, CME Accounting LLC, where I work directly with business owners through personalized services.
But I also know that not every entrepreneur is ready to work with an accountant one-on-one.
-
Some are just getting started
-
Some have budget constraints
-
Some have low-volume transactions, or simply haven’t found the right kind of support yet
That doesn’t mean they should be left figuring it out alone.
So I created this program, this space for business owners to get guidance on their accounting, ask real questions, and build solid systems before things get more complicated.
This is practical, community-driven support; just what you need to move forward with clarity and confidence.
If you’ve been looking for that kind of guidance, you’re in the right place.
Let’s figure it out — together.
Dates and Investment
$597 for 12 weeks of support
This special rate is only for our founding group — future cohorts will start at $997.
Deadline to Sign Up: Sunday August 31, 2025
Starts the week of September 15, 2025
Runs through the week of December 08, 2025
Only 15 spots are available for this inaugural program. Once the first 15 spots are filled, we’ll open a waiting list for future enrollments.
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.
Ready to Join Us?
What Happens After the 12 Weeks?
The journey doesn’t end there.
After completing Let’s Figure It Out: The Entrepreneur’s Circle, you’ll have a clear financial foundation and more confidence in your numbers but we know that staying consistent takes time, support, and community.
That’s why we created Momentum: The Entrepreneur’s Circle; our monthly membership for continued guidance, accountability, and connection.
✅ Monthly strategy & Q&A calls
✅ Ongoing expert sessions
✅ Community group access and support
Ongoing Membership
Who Should Join the Membership: Momentum: The Entrepreneur's Circle?
You've completed Let's Figure It Out: The Entrepreneur’s Circle 12-Weeks Program and want to stay connected;
OR
You’ve got your bookkeeping system working but want accountability to stick with it.
AND:
You want a space to ask financial questions before making big moves.
You love having a community of other entrepreneurs to lean on.
Not quite ready for 1:1 services but don’t want to go it alone?
This is your in-between: community, clarity, and a pace that works for where you are.