I CAN BE REAL WITH YOU, RIGHT?

I’ve never really struggled with doing my own bookkeeping. I've always loved bookkeeping, numbers and spreadsheets from a very young age. It's always come quite naturally to me.

BUT I was working with clients who were really deeply struggling with how to find the time to do their bookkeeping consistently every month. While they knew they wanted to get their bookkeeping done each month, they were quickly met with challenges...

Sticker shock at the cost of hiring it out... The thought of spending $3,600-$18,000 per year (that's the average of $300-$1,500 per month) paying someone to do their bookkeeping was NOT feasible. That level of outsourcing was just not in the budget. And if they were being really honest with themselves, they just were not comfortable giving someone that kind of financial access to their business. They wanted to do it themselves.

They tried picking a day each month to sit down and do their bookkeeping BUT ... every time that day rolled around the dread, overwhelm, and feeling of I’d rather crawl through glass than look at my business numbers took over. And their bookkeeping was not being done on a consistent basis.

They thought about using a bookkeeping software BUT ... were quickly met with the headaches and frustration of setting it up correctly, chart of accounts, understanding how to record debits and credits, and don’t even get me started on month end entries. They didn’t have an accounting degree and the software made them feel even more inadequate in their abilities to do their own bookkeeping.

AND THEN IT HIT ME

I could show them HOW...

I decided right then and there that I would show my clients how to do their own bookkeeping while giving them simple and easy to use tools.

AND I STARTED TO SEE RESULTS!

IT SAVED THEM TIME and clients were able to do their bookkeeping in 35 minutes per month

NO MORE TAX SEASON PANIC and clients who were no longer stressed out during tax season

DREAMS COMING TO REALITY and clients reaching profit margin goals so they could not only pay their bills but also pay for the fun family vacations they were dreaming about, plan for retirement, and feel more financially secure

STEP ONE

Set Up How Money Flows In & Out of Your Business

💰 Keeping Business and Personal Money Separate

💰 Having Expense Information Easily and Quickly Available

💰 Classifying Expenses Properly

INCLUDING THESE INCREDIBLE RESOURCES

EXCLUSIVE SPREADSHEET FOR TRACKING so that you can quickly get your bookkeeping done in as little as 35 minutes per month without the overwhelming doubt you’re doing it wrong 
EXPENSE CLASSIFIER so you can gain clarity on how to classify your business expenses
MONTHLY CHECKLIST so that you know EXACTLY what to do every month so that you can do your own bookkeeping with ease, clarity and confidence 

STEP TWO

Automate Your Calculations So You Don’t Have To

✅ Total Sales, Expenses, and Profit Margin Calculations Done For You

✅ Calculating Sales Goals Based on Profit Desires

✅ Track Your Budget Compared to Actual Results (this is also automatically calculated for you!)

INCLUDING THESE INCREDIBLE RESOURCES

EXCLUSIVE SUMMARY PAGE IN SPREADSHEET  so that you can easily view your monthly snapshot of expense categories, total sales, and total expenses compared to your budget helping you see if you are on track with your goals
PROFIT MARGIN CALCULATOR so that you can easily see your profit margin and compare it to your industry average to know if your expense level is appropriate for your business
SALES GOAL CALCULATOR using your individual money goals to determine what your sales level needs to be to actually reach your profit level you need to pay yourself what you want

STEP THREE

Optimize Your Numbers So Your Money Works for You

💰 So You Can Pay Yourself with Your Profit

💰 Prepare for Income Dips and Fluctuations

💰 Actually Retire Someday (as much as we love our business most of us do not want to work our business forever)

INCLUDING THIS INCREDIBLE RESOURCE

PAY YOURSELF LIKE A CEO CALCULATOR so that you can identify how you want your profit to be used each month, be prepared for the unexpected so that you can get out of the feast or famine cycle, and focus on building wealth for you and your family.