Financial Landscape

Explore business finance systems & management within the Financial Landscape Phase. Whether you're a new business or an established one, I provide guidance on implementing effective bookkeeping systems and offer tailored financial education specific to your and your business’ needs. Empower yourself with the knowledge to make informed decisions and foster long-term financial stability.

What’s Inside

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    A minimum of (4) 90 minute Zoom sessions. With your custom SWOT Assessment as our launching point, we will create and/or edit your bookkeeping systems, establish financial goals and create a forecast or budget to guide your business’ forward. Each plan is unique and tailored to both your personal and business goals. These sessions can be weekly, bi-weekly or monthly.

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    Bookkeeping system recommendations, guidance on how to navigate and use your bookkeeping system, custom Chart of Account creation, and spreadsheets based on SWOT Assessment. Using Google Docs as our platform, we will work together to create to do lists, budgets, marketing budgets, set up or clean up accounting software or any other areas you need help with your business finances.

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    Access to Virtual Office Hours
    In addition to our 1:1 Zoom sessions, you will also have access to me via What’s App during my evening & weekend office hours. Send notes, voice messages and videos and I will respond during our agreed upon Virtual Office Hours.

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    Investment: $1250 and up
    $250 Deposit required to schedule.
    Installment payments available upon request. Calculated based upon frequency of Zoom sessions.

✺ Frequently asked questions ✺

  • Prior to our first Zoom session, I will invite you to share an initial To Do list and outline via Google Docs. Inside our first session, we will review these documents and create a plan of action. All additional sessions will be spent reviewing, collaborating and editing as needed insuring progress with clear goals and action steps for the next 1 - 5 years.

  • Once we are connected via What’s App you can message me whenever you have time and I will reply during our agreed upon time frame. I keep these hours flexible based upon my current clients needs as well as my own. Typically they are in the evening and weekends to accommodate clients working full time jobs or with young children.

  • If more time is needed to complete your plan, we can assess and discuss when that times comes. Ideally we then shift to the Streamline Strategy until your plan is complete and clear goals and action steps have been established.