How do I know if this program is right for my business?

This program is designed for business owners who want clarity, organization, and financial systems that actually work. If you struggle with messy books, inconsistent cash flow, unclear profits, or lack of structure, this program will give you the tools and support to fix it, and maintain it.

What happens during the initial financial audit?

We review your books, systems, profit margins, revenue sources, POS/billing, payroll, and cash flow. The goal is to identify gaps, find opportunities, and determine whether a cleanup is needed before moving forward. You’ll receive a clear summary and recommendations.

Do you offer bookkeeping cleanup if my books are behind or messy?

Yes! Cleanup is available and included if needed depending on the level of support. If cleanup is extensive, we’ll discuss the scope and provide an upfront estimate before work begins, no surprises.

What if I already have a bookkeeper or accountant?

No problem! Many clients come with existing providers. We can work alongside your bookkeeper, or step in where support is missing (budgeting, cash flow, debt, systems, etc.). This program does not replace a CPA for tax filing, it complements one.

Do you work with all business types?

Yes, service providers, product-based businesses, freelancers, LLCs, S corps, and more. Financial principles apply across all industries, and your plan is customized to your structure, size, and goals.

Established Business Finance

Streamline Your Business Finances. Scale Without the Stress.

Tailored monthly support for established business owners who want clarity, efficiency, and control over their finances.

Streamline My Business

Who This Program Is For:

Established business owners who want organization, clarity, and financial control
Entrepreneurs looking to improve cash flow and profitability
Business owners who want efficient systems to save time and reduce stress
Anyone needing personalized guidance, accountability, and operational support

What You'll Get:

Comprehensive Financial Management- Analyze cash flow, budgeting, and expenses to optimize business performance

Debt Management

Develop actionable plans to reduce and eliminate business debt
Includes loan payoffs and credit card management

Budgeting & Forecasting

Separate personal vs. business finances
Plan for loan payouts and manage cash flow efficiently

Savings & Financial Systems Setup -Implement savings strategies, financial systems, POS, and billing setups

Bookkeeping Services

Monthly, quarterly, or annual bookkeeping
Cleanup of past financial records

Payroll Management

Payroll setup and ongoing management
Offers ADP payroll software integration

Sales Tax Assistance - Ensure compliance with local, state, and federal regulations

Marketing Support (Optional) - Assistance with branding, content, and operational systems with our partner

Profit Analysis & Trends -Track profits, analyze trends, and adjust strategies for growth

Accountability & Support

Check-ins between meetings via email or text
Schedule additional sessions as needed
Personalized support tailored to your business needs

General Business Finance Education - Access to workshops and educational resources

Twice-Monthly Meetings - Bi-monthly sessions to monitor progress, adjust strategies, and stay aligned with goals

How It Works.

Book a Free Consultation

Discuss your current finances and goals
Review your goals and determine which services you need

2. Full Business Finance Audit

Before building your plan, we conduct a detailed audit of:
Current bookkeeping and financial records
Cash flow and budgeting systems
Profit margins, trends, and revenue sources
Sales performance and operational efficiency
Existing tools, POS systems, billing processes, and automation
Payroll setup and compliance (if applicable)

This audit helps identify gaps, determine if cleanup is needed, and build an accurate financial roadmap.

3. Receive Your Personalized Plan

Receive a proposal, sign the contract, and complete the kick-off meeting
Recommendations for efficiency improvements and profitability
Clear next steps for setup, optimization, or cleanup

4. Bi-Monthly Meetings & Check-Ins

Twice-monthly deep-dive meetings to review numbers and progress
Between-meeting check-ins via email or text
Adjustments to budget, systems, and strategy as the business evolves

5. Streamline & Grow Your Business

Confidently manage finances with clarity and structure
Optimize your systems to save time and reduce stress
Improve profitability and prepare to scale sustainably

FAQs

How do I know if this program is right for my business?
This program is designed for business owners who want clarity, organization, and financial systems that actually work. If you struggle with messy books, inconsistent cash flow, unclear profits, or lack of structure, this program will give you the tools and support to fix it, and maintain it.
What happens during the initial financial audit?
We review your books, systems, profit margins, revenue sources, POS/billing, payroll, and cash flow.

The goal is to identify gaps, find opportunities, and determine whether a cleanup is needed before moving forward.
You’ll receive a clear summary and recommendations.
Do you offer bookkeeping cleanup if my books are behind or messy?
Yes! Cleanup is available and included if needed depending on the level of support.

If cleanup is extensive, we’ll discuss the scope and provide an upfront estimate before work begins, no surprises.
What if I already have a bookkeeper or accountant?
No problem! Many clients come with existing providers.

We can work alongside your bookkeeper, or step in where support is missing (budgeting, cash flow, debt, systems, etc.).
This program does not replace a CPA for tax filing, it complements one.
Do you work with all business types?
Yes, service providers, product-based businesses, freelancers, LLCs, S corps, and more.

Financial principles apply across all industries, and your plan is customized to your structure, size, and goals.