Finally Understand Where Your Money Is Going—
And Know Exactly What to Fix to Increase Profit
Monthly bookkeeping + financial clarity for coaches and consultants who are making money… but not seeing it.
Making money but not sure where it’s going?
Let’s fix that so you can clearly see your numbers—and increase your profit.
Book Your Free 15-Min Profit Clarity Call- Click This!!
We’ll look at your numbers and show you where money is being lost—no pressure.
Packages start at $200/month
- Know what you can actually pay yourself
- Stop guessing at your numbers each month
- Get clear, organized, tax-ready books
- Feel confident making financial decisions
This is more than bookkeeping — this is how you understand your business financially:”
- See exactly where your money is leaking
- Know if you’re actually profitable (not just busy)
- Understand what to increase, cut, or fix
- Get clear monthly insights — not confusing reports
- Stop guessing and start making data-backed decisions
This is more than bookkeeping — this is how you understand your business financially:”
- See exactly where your money is leaking
- Know if you’re actually profitable (not just busy)
- Understand what to increase, cut, or fix
- Get clear monthly insights — not confusing reports
- Stop guessing and start making data-backed decisions
Most business owners don’t have a revenue problem — they have a clarity problem.
Spots are limited to ensure each client gets consistent financial insight and support.
WHAT YOU ACTUALLY GET
This is more than bookkeeping — this is how you gain financial clarity:
- ✔ See exactly where your money is going
- ✔ Know if you’re actually profitable (not just busy)
- ✔ Identify what’s working and what’s draining your cash
- ✔ Get clear, simple monthly insights (no confusing reports)
- ✔ Understand what to increase, cut, or fix
- ✔ Make confident, data-backed decisions
HOW IT WORKS
- We review your current numbers
- We identify what’s off or unclear
- You get simple, clear insights and next steps
- We support you monthly so you stay on track
SUPPORT SECTION
You’re not left alone to figure this out.
Each month, you’ll gain insight into what your numbers are actually telling you — so you can make smarter decisions without second-guessing
SCHEDULE TODAY
Ready to understand your numbers and make better financial decisions?
Let’s walk through what’s going on in your business and what to do next.
[Book Your Financial Clarity Call]
I don’t add you to email lists, send promotions, or follow up unless you ask me to.
This information is used only to deliver your results.
If you want help afterward, you’ll reach out — not the other way around.
Review from Brian Wise, CPA, Lanham MD
Here’s a simplified explanation of how it works and how to get started:
1. Choose the service you need for your business from the packages below.
2. Click the button that matches the package you want.
3. We’ll call you to confirm your request.
4. You’ll receive a link to PayPal to pay for your first month and begin the process.
5. Starting from the following month, you’ll be billed on the 1st of each month.
6. Alternatively, you can fill out the form below if you prefer a consultation call before making a decision.
Packages and Pricing For Business Coaches, Consultants & Owners
Basic Plan
- Monthly Bookkeeping
- Dedicated Bookkeeper
- Chats & Email Support
- Monthly P&L, Balance Sheet Reports
0-50 Transactions per month
(Includes 1 Bank Account, add $100/mo. for additional bank account)
$200 & up per month
Clarity Plan
(Most popular)
For business owners who need clean, reliable numbers
- Clean and organized financials
- Monthly reports
- Categorized transactions
- Reconciliation
- Phone, Chats & Email Support
- Monthly Bank & Credit Card Reconciliation
👉 So you can trust your numbers and see where your money is going
51 – 100 Transactions per month
(Includes 2 Bank Account, add $100/mo. for additional bank account)
Starting at $450 & /month -($450 setup fee)
Insight Plan
For business owners who want to understand their numbers
Everything in Clarity Plan, plus:
- Monthly financial insight summary
- Key trends and cash flow breakdown
- Simple explanations of your numbers
- Phone, Chats & Emails Support
- Weekly Transaction Processing
- Weekly Review – categorize & reconcile bank & credit card statement
- Monthly business consultations tailored to your needs for growth and optimization.101- 215 transactions per month
(Includes 3 Bank Account, add $100/mo. for additional bank account)
Starting at $750 /month
($750 setup fee)
👉 So you can clearly see if you’re making money and what needs attention
Growth Plan
For business owners ready to improve profitability
Everything in Insight Plan, plus:
- Monthly financial review support
- Guidance on what to adjust or improve
- Ongoing insight into your financial performance
- Categorize Transactions Daily
- Monthly Cash Flow Forecast
- Monthly Business Advice to grow business which includes business consultations tailored to your needs for growth and optimization and financial report explanation.
- Unlimited Phone, Chats & Email Support
- Strategy + Ongoing Support
👉 So you know exactly what to do next to increase profit
216 – 429 Transactions per month
(more than 420 transactions is an additional $3.50 per transaction)
(Includes 4 Bank Account, add $100/mo. for additional bank account)
Starting at $1500 / month – ($1500 Setup Fee)
