Our Services
At Wallet Prosperity, we know you’re juggling a lot. You’re a mom, a business owner, and the heart of your family—and managing your finances doesn’t need to be another overwhelming task.
We specialize in financial consulting, coaching, and bookkeeping services for mompreneurs who want clarity, confidence, and growth without the stress. Let us handle your numbers so you can focus on what you do best—running your business.
Our Services
-
Done-for-You Bookkeeping & Financial Management
Stay organized, stress-free, and on top of your numbers with our expert bookkeeping services. We handle everything from reconciling transactions to tracking expenses—giving you a clean, organized financial picture. No more headaches, no more guesswork.
-
Financial Consulting for Profit & Growth
Ready to turn your business into a money-making machine? We offer tailored financial consulting that covers everything from cash flow optimization to profit planning and growth strategies. We’ll work with you to ensure you’re not just surviving, but thriving.
-
Financial Coaching for Mindset & Clarity
Money mindset is just as important as financial strategy. Our coaching helps you shift from surviving to thriving, guiding you to make empowered decisions that align with your goals. Whether you're looking to build business credit or boost profitability, we’re here to support you.
How It Works
We make working together easy and stress-free. Whether you’re behind on your books, unsure what your business is actually making, or just tired of doing it all yourself—you don’t have to figure it out alone.
Here’s how we get started:
-
Step 1: Book Your Free Financial Clarity Call 📞
This is a no-pressure, 20-minute call to get to know you, your business, and your current financial situation. We’ll chat about your goals and where you’re feeling stuck to see if we’re a good fit. If we both feel aligned, we move forward with the next step.
✅ You’ll walk away with a clearer picture of what support looks like and how we can help.
-
Step 2: Get a Full Financial Health Review 📊
We’ll do a deep dive into your business finances—looking at your current systems, income, expenses, and patterns. You’ll receive a full report with our findings, blind spots, and recommendations for improvement.
This isn’t just a surface-level overview—it’s an inside look at what’s really happening in your business finances and what needs to shift to create more profit, peace of mind, and long-term growth.
✅ Most moms say: “I didn’t even know I needed this until I saw it.”
-
Step 3: Receive a Customized Proposal Just for You 💼
Based on what we uncover in your review, we’ll create a tailored plan for ongoing financial support—whether that’s monthly bookkeeping, financial consulting, coaching, or a blend of all three.
Everything is built around your business, your goals, and how you want to feel about your finances. You’ll get the guidance and structure you need to finally feel on top of it all—without the overwhelm.
✅ You’ll know exactly what’s next and have a plan to move forward with clarity and support.