Book a Free Consultation

The consultation lasts approximately 30 minutes and takes place over Zoom.

Yes. There is no cost, no obligation, and no high-pressure sales pitch. The consultation is simply an opportunity for us to get to know each other, talk through what you’re dealing with, and decide whether working together makes sense.

No. Part of the purpose of the consultation is to help clarify that. You might need coaching or guidance, help setting up or cleaning up your bookkeeping, regular quarterly support—or perhaps something simpler. We can talk through where things stand and what might be most useful.

You are in good company. Many people reach out because they have fallen behind, feel overwhelmed, or are not sure where to begin. You don't need to have everything organized before we talk. That is often the reason someone schedules a consultation in the first place.

Financial Clarity & Coaching is personalized support for the parts of self-employment that don’t always fit neatly into traditional bookkeeping. Depending on your situation, we might work on budgeting, variable income, tax planning, financial organization, cash flow, money habits, or simply making sense of financial questions that have been difficult to sort through on your own. It’s designed for people who want to remain actively involved in managing their finances but would benefit from guidance, education, and support along the way.

Setup is for creating a practical bookkeeping system from the beginning. Reset is for getting an existing system back on track when records are behind, inconsistent, or difficult to maintain. Depending on what you need, this might involve organizing accounts, separating business and personal activity, choosing software, catching up overdue bookkeeping, cleaning up existing records, or creating a simpler process going forward.

For many solo wellness professionals, monthly bookkeeping may be more service than they need. Quarterly support can provide a practical middle ground by helping keep books organized, reviewing income and expenses, staying on top of estimated taxes, and maintaining tax-ready records throughout the year. We can talk during the consultation about whether quarterly support makes sense for the size and complexity of your business.

The initial consultation is primarily focused on getting to know you, your business, and your current needs rather than conducting a detailed review of your books. If looking more closely at your records would be helpful, we can discuss an appropriate next step.

No preparation is required. You’re welcome to bring questions or notes about what has been challenging. If there are reports, bookkeeping records, financial statements, or other documents that may be useful later, we can identify those during the conversation.