A 4-Week Intensive to Move from Financial Confusion to Total Control.

Best for: The business owner who wants to manage their own books but needs an expert to build a professional foundation and provide dedicated support during the transition.

Expert Setup & Clean-up: I handle the technical heavy lifting—linking bank feeds, custom-coding your Chart of Accounts, and reconciling the last 30 days of historical data so you start your journey with a clean slate.

4 Weeks of Collaborative Support: We manage your books in partnership. I review your entries weekly to ensure total accuracy and provide real-time feedback, helping you develop professional financial habits from the very start.

Deep-Dive Training & Support: You receive unlimited email support for your "how-to" questions and three 60-minute virtual strategy sessions (by appointment). We’ll walk through your specific Xero file together, ensuring no question goes unanswered.

The Lifetime Recording Vault: Every strategy session is recorded and uploaded to your private client portal. You’ll have a permanent library of personalized "how-to" videos to reference whenever you need a refresher.

The Final Hand-Off: You’ll walk away with a custom "Business Financial Cheat Sheet" and the absolute confidence to manage your day-to-day bookkeeping with total accuracy and peace of mind.

$500/one-time fee

Custom Chart of Accounts: Categorize your transactions for easy-to-read reports

Reconcile your accounts 

Monthly Check-In: Monthly 1:1 session via Google Meet to go over reports and answer any questions.

Manage your Financial Statements: Profit & Loss, Balance Sheet, and Statement of Cash Flows

Monthly Reports: Delivered by the 15th of each month

Streamlined Communication: Secure communication and document sharing via email and secure cloud based software

$600/month

Pricing varies by how many accounts transactions and months behind are your books.

We will have a consultation to have a solid foundation on the state of your business financial health.

This will allow you to have peace of mind knowing that you are on track for tax time.