Managing your business finances doesn't have to be complicated.

Scroll down for the tools & resources that will make managing your finances easier and help you stay on track with confidence.

Financial Foundations Training

For the mamas who are new to entrepreneurship and ready to take control of their finances!

Starting your business was a huge step, but let’s face it – managing the numbers can feel like the hardest part. You’re juggling a million things, and bookkeeping? It can quickly become overwhelming, confusing, and just plain frustrating.

That’s where I come in. This service is designed to teach you exactly what you need to know to handle your bookkeeping with confidence. We’ll take the mystery out of your numbers, set up the tools you need to succeed, and teach you how to stay on track month after month – all without the stress.

What's Included?

Complete QuickBooks Online Setup
We’ll set up your QuickBooks Online account with a solid framework so you can track your business finances with ease. Plus, you’ll get a 30-day free trial and a 30% discount for the first 12 months.

Customized QuickBooks Categories
Say goodbye to generic categories! You’ll get clean, customized categories tailored to your business, so your financial reports actually make sense. No more confusion – just clarity.
Personalized Bookkeeping Guide & Checklist
A step-by-step guide and monthly checklist that will walk you through every part of your bookkeeping process. It will give you a clear plan for what to do, ensuring you stay on track each month.

Four 1:1 Calls for Support
The Kickoff Call:
Let’s get to know your business, your current processes, and create a customized guide that works specifically for you.

Two Training Calls:
I’ll teach you everything you need to know to handle your bookkeeping confidently, from start to finish, and how to use your customized guide.

Review Call:
After you’ve worked through your bookkeeping for the month, we’ll review everything together to make sure you’re ready to take on next month like a pro!

Two months of support
You will receive additional support through your client portal for any other questions that you have while working on your bookkeeping throughout the month.

One diagnostic month-end review
I’ll thoroughly review your QuickBooks account and financial reports to ensure everything is accurate. Then, I’ll walk you through any adjustments or recommendations with a detailed video, and we’ll discuss everything together during our Review Call.

This package is all about EMPOWERING you to take control of your business finances, giving you the knowledge and systems you need to handle your bookkeeping every month with ease and confidence. Say goodbye to the overwhelm and hello to a clear, simple financial picture that sets you up for success!