A Clear, Supportive Path to Clean Books, Confidence, and Financial Peace of Mind
The Organized Finances Kickstart
Start 2026 Fully Organized.
Without the Overwhelm.
A simple, judgment-free process to clean up your books, understand your numbers, and feel confident in your finances again.
We’ll walk through your needs, the Financial Health Review, and your next steps together.
Running a business while raising kids means things fall through the cracks — especially bookkeeping.
Maybe you’re behind.
Maybe QuickBooks/Wave feels like a mess.
Maybe you have no idea whether your numbers are accurate or what to do next.
You’re not alone — and you’re not doing anything wrong.
The Organized Finances Kickstart is here to help you get back on track with clarity and support… without judgment, pressure, or shame.
THE 3-STEP KICKSTART SYSTEM
✨ STEP 1 — Free Clarity Call
Before anything else, we talk.
You share what’s going on, what’s overwhelming you, and what you need support with.
On this call, we’ll:
• Review your current challenges
• Identify where your books need help
• Walk through what the Financial Health Review includes
• Outline what cleanup would look like
• Answer questions
• Set expectations and timeline
You’ll leave the call knowing exactly what the process looks like and whether it’s the right fit.
✨ STEP 2 — Financial Health Review — $250 (Applied to Cleanup)
If the Kickstart is right for you, the next step is the Financial Health Review.
Once you move forward, I complete a full, detailed analysis of your bookkeeping file.
You receive a comprehensive Financial Health Report that includes:
• Transaction review
• Reconciliation status
• Error identification
• Missing or duplicate entries
• Account and chart of accounts condition
• Clean-up recommendations
• Your personalized next steps
This is your roadmap to clarity.
Your $250 review fee becomes a credit toward your cleanup, acting like a deposit.
✨ STEP 3 — Personalized Bookkeeping Clean-Up (Custom Quote)
Once the review is complete, you’ll receive a personalized cleanup proposal based on the actual state of your books, not a guess.
We meet for a dedicated 30-minute session where I walk you through the report clearly and in plain language.
You’ll understand:
• Exactly what needs fixing
• How your books got off track
• What your numbers are telling you
• What the cleanup will include
• What your estimated ongoing monthly bookkeeping will be
No overwhelm.
No “I have no idea what’s happening in my books” feeling.
Just clarity and organization.
✨ STEP 4 — Personalized Cleanup and Monthly Bookkeeping
After the review session, you receive a customized proposal outlining the exact scope of your cleanup, with your $250 review fee applied.
Once cleanup is complete, we transition smoothly into monthly bookkeeping support so your books stay organized, accurate, and stress-free all year long.
⭐ WHO THIS IS FOR
The Organized Finances Kickstart is perfect if:
• You’re behind on bookkeeping
• Your QuickBooks/Wave feels messy or confusing
• You want a fresh financial start
• You’re overwhelmed and don’t know where to begin
• You want monthly support after your cleanup
• You’re a mompreneur, service provider, or local business owner
• You want clarity and confidence in your numbers
⭐ WHY CLIENTS LOVE THIS SYSTEM
• No judgment
• Simple and supportive
• A clear path to get organized
• Your $250 is applied toward your cleanup
• You only pay for the cleanup you actually need
• The relationship starts with conversation, not pressure
• You get clarity before spending anything
• It feels safe, supportive, and structured
This is the clean slate you’ve been needing.
Ready to Feel Organized and Confident Again?
Let’s take the first step together.
Book your free clarity call so we can talk through your needs and walk you through the process.