Work With Me
Small Biz Services
Ready to Crush Your Biz AND Personal Finances?
Our signature VIP Financial Plan now has a small biz focus!
Word on the street is that you need a financial planner... but what does that actually mean? In a nutshell, the financial planning process helps you get clear on your goals, evaluate your current strategy, and figure out what changes you need to kick ass at those goals--across both your personal AND your business finances!
Our process unfolds over four 90-minute meetings and covers THE WORKS: budgeting, debt, credit scores, estate planning, insurance, investments, retirement, small business cash flow, and social security. As a bonus, you get 30 days of phone and email support after plan delivery to help make sure you're successful implementing your action items and recommendations!
FINANCIAL PLANNING MAY BE A GOOD FIT IF:
Need just a little help?
Here are some other options to get you started!
Y&S HOURLY SESSIONS
Just have a couple financial questions to discuss? Want some good old fashioned brain pickings from a bona fide money nerd? Our hourly sessions allow you to control the conversation. Simply make your list of questions, choose a time that works for you, and get ready to talk money!
Y&S DISCOVERY SESSIONS
If you're looking to go deeper on one topic, with extra time for questions, our two-hour Discovery Sessions can help. We've got options to help you build your budget and manage your debt, or get started as a DIY investor!
Y&S BOOKKEEPING SETUP
If you need help setting up and managing your own Quickbooks account, but aren't sure how to get started, we've got your back. In a 2-hour session, we'll cover how to set up your Chart of Accounts, link your banking feeds, and learn how to keep track of your expenses over time.
Looking for Ongoing Support?
Much like a personal trainer for your finances, the job of a financial coach is not just to help you set goals, but to provide regular education, accountability, and mentorship to help you actually achieve them. We'll meet once or twice per month, with unlimited email support between sessions.2 sessions - $500/month
If DIY-ing your QuickBooks sounds stressful and time-consuming, we got you. As your bookkeeper, we'll help you get set up through QuickBooks, link your accounts, reconcile your books on a monthly basis, and send you regular reports to keep you updated on your business numbers. Pricing depends on complexity.Get your custom quote
INTEGRATIVE COACHING AND BOOKKEEPING
If you like the sound of ongoing bookkeeping services, but wish you had more support and feedback on how to grow your business, Integrated Coaching and Bookkeeping is for you. Pricing depends on complexity and meeting frequency. Add-on payroll services may be available depending on your business size.Get your custom quote