Your Financial Management Struggles End Here

Quick Start Resources for DIY Financial Organization

Easy to use, interactive resources to help you jumpstart your financial organization and management so you can leave the stress, overwhelm and wasted time behind.

Streamline Your Month-End Closing

An easy-to-understand guide and checklist to learn what steps to take each and every month to streamline your month-end process (or set one up for the first time!).

$7.00 USD

Business Expense Planner & Calculator

Finally know exactly what it will take to meet your financial goals (did someone say, buying that new laptop or hiring an assistant??)! No longer wonder or feel stressed by the idea of investing in you and your business!

$12.00 USD

Marketing Budget Planner & Tracker

If you're struggling to keep up with your marketing dollars, plan for your next ad campaign and see your spending all in one place, our interactive Planner & Tracker will help you simplify your efforts!

$12.00 USD

Product & Service Pricing Calculator

Are you struggling to figure out how to price your product or service? It can be tough thinking about all of the materials to include, labor costs, discounts and that's all before taxes. Our Calculator will help you visualize your expenses, run scenarios, factor in discounts and more.

$23.00 USD

Effortless Business Finances Tracker

If you're ready to move away from shoebox or paper-based bookkeeping but aren't sure where to start, our instant access spreadsheet will let you enter YOUR financial information on a month-to-month basis, so you can quickly and easily track and view your income, bills, profit or loss and much more - all in one place!

$37.00 USD

Master Your Numbers With Confidence

Gain control over your business finances and propel your growth with our comprehensive Financial Empowerment Guide. With a focus on practicality and results, this Guide empowers you to reduce stress, boost confidence and make well-informed financial decisions that drive your business forward.

$47.00 USD

Financial Fundamentals Bundle

Get started on the right foot and see your full financial picture. With our Financial Fundamentals bundle, you'll gain immediate access to our interactive Profit & Loss and Balance Sheet Templates, Business Expense Planner & Calculator AND Monthly Financial Reconciliation Checklist so you can see where your money is going, how to save money and take the right steps each and every month!

$50.00 USD

Access Our Expert Support PLUS Community Engagement

Be Supported, Be Inspired, Be Enlightened!


Enlighten is an exclusive, members-only community where small business owners and creators can master their finances, receive actionable tips, resources and expert support so that you can grow your business with ease.

ILLUMINATE LEVEL - Enlighten: Your Financial Springboard

Be Supported, Be Inspired, Be Enlightened! Enlighten is an exclusive, members-only community where small business owners and creators can master their finances, receive actionable tips, resources and support so that they can grow their business with ease.

$67.00 USD every month

Gain Additional Support Through Our Live 3-Day Financial Freedom Bootcamp

Are you a small business owner that's ready to go from bookkeeping confusion to financial freedom?


Create an actionable plan in just 3 days and see where your money is going so that you can begin making better decisions and regain control of your business.

Financial Freedom Foundations

Upgrade to our Foundations offer to gain additional, hands-on resources to enhance your experience and keep your momentum going after Bootcamp ends. Not sure if you can attend all of our Bootcamp sessions live? No worries! All Foundations level participants also receive lifetime access to all of our session replays, including the Q & As.

$27.00 USD

Financial Freedom Firestarter

If you are looking to take your Bootcamp experience to the next level, our exclusive Firestarter option is for you! In addition to our Bootcamp sessions and group Q & As, you will receive a personalized review of how you're currently managing your finances AND a personal video review of your report with answers to your questions and feedback from our Financial Administrator or Certified QuickBooks PRO Advisor to discuss your burning financial management questions! 

$297.00 USD

Your Personalized 1-on-1, Hands-On Support and Customized Plan

Whether you're just getting started and want to secure a solid foundation or you've been in business for awhile and are ready to optimize your workflows, we're here to help.

Financial Firestarter VIP Package

Ready to streamline your bookkeeping, save time and reduce stress? With our exclusive, Financial Firestarter VIP Package, you will receive hands-on, 1-on-1 support and implementation for our Certified QuickBooks Online ProAdvisors. In addition to your coaching session, during a working half-day session, we will either set up or optimize your cloud-based accounting system so it is customized to your business. We will also set up essential automations to help you simplify your processes and reporting. Clients will also receive a follow-up, check in session within 90 days to ensure a seamless transition (or upgrade!) and address any questions that make arise as you move from bookkeeping confusion to financial freedom!

$1,697.00 USD

Have questions about where to start?

Our team of experts are here to help small business owners, entrepreneurs and course creators. Reach out to us today. 

Contact Us

It's never too late. Take your first step toward financial ease today.