The Bookkeeping Confidence Package
Get confident in your numbers with our Bookkeeping Confidence Package, which includes: a bookkeeping review, workflow upgrade, and personalized training tailored to small business owners.
For female entrepreneurs who want simple, stress-free bookkeeping they finally understand.
You didn't start your business to become a bookkeeper, but the numbers still matter. And when you don't feel confident with your bookkeeping system, everything feels harder:
You’re unsure if things are categorized right.
You’re behind on reconciliations.
You don’t fully trust your numbers.
Tax season gives you anxiety.
You’ve been “doing the books by default” and hoping it’s fine.
You’re not alone. And you’re not doing anything wrong. You just need a supportive guide and a simple workflow that actually works for you.
Welcome to the Bookkeeping Confidence Package: the gentle, clear, confidence-building approach to clean books and financial clarity.
This Package is Designed for You If....
You are a female entrepreneur who wants:
A simple, consistent bookkeeping system
Hands-on support (not judgement)
To understand what you're doing and why
To stop feeling behind, confused, or worried
To take control of your numbers with confidence
A workflow that fits your business and life
A simple, consistent bookkeeping system
Hands-on support (not judgement)
To understand what you're doing and why
To stop feeling behind, confused, or worried
To take control of your numbers with confidence
A workflow that fits your business and life
What's Included:
This is a done-with-you container, broken into four supportive phases.
1. Bookkeeping Health Check (Review + Insights)
A friendly, judgement-free review of your current bookkeeping system.
I'll look at:
• Bank feed setup
• Transaction categories
• Reconciliations
• Chart of accounts
• Apps/connections
• Common errors
• Workflow + habits
• Areas causing confusion
• Opportunities for automation
You receive:
• A clear summary of what's working
• The 3-5 highest-impact areas to improve
• A list of "quick wins" to give you momentum
$297 VALUE
2. Customized Workflow Plan
A simple, step-by-step system built for your business, including:
• Weekly workflow
• Monthly workflow
• Quarterly checklist
• Year-end checklist
• Categorization notes
• Recommended bank rules
• Updated or optimized chart of accounts
• Apps or tools tailored to your needs
• A printable PDF guide
You'll know exactly what to do, and when.
$597 VALUE
3. Hands-On Training Session
A live, screens-on training where we walk through:
• Using your new workflow
• How to categorize correctly
• How to reconcile step-by-step
• How to run and understand reports
• How to avoid common bookkeeping mistakes
• How to catch errors early
• How to feel confident month after month
Recording included, so you can rewatch anytime.
$197 - $447 VALUE (DEPENDING ON PACKAGE)
4. Follow-Up Support Sessions
You don't just get a plan, you get accountability and guidance.
This includes:
• Two or more support calls (based on your package)
• Review of your updated workflow
• Troubleshooting questions
• Encouragement and clarity
• Small adjustments to keep everything running smoothly
Plus:
You can submit 1-2 "quick questions" between sessions for support.
$347 - 1,997 VALUE (DEPENDING ON PACKAGE)
Choose Your Plan
Here are the options - simple, transparent, and supportive
Essential
Perfect for beginners or small, simple businesses.
Bookkeeping Health Check
Customized Workflow Plan
1 Training Session
1 Follow-Up Support Call
PDF Workflow Guide
Training Recording
Total value: $1438
Launch Price: $597
Confident
Great for consistency and long-term clarity.
Includes everything in Essential, plus:
2 Training Sessions
2 Follow-Up Support Calls
30 Days of Email Support
Priority Scheduling
Total value: $1838
Intro Price: $997
Empowered (VIP)
Best for multi-revenue businesses or anyone wanting deeper support.
Includes everything in Confident, plus:
Quarterly Review
90-Day Accountability Plan
Unlimited Quick Questions (within reason)
Customized Chart of Accounts Buildout
End-of-month report review for 3 months
Total value: $3338
Intro Price: $1,997
Choose Your Plan
Here are the options - simple, transparent, and supportive
Essential
Perfect for beginners or small, simple businesses.
Bookkeeping Health Check
Customized Workflow Plan
1 Training Session
1 Follow-Up Support Call
PDF Workflow Guide
Training Recording
Total value: $1438
Launch Price: $597
Confident
Great for consistency and long-term clarity.
Includes everything in Essential, plus:
2 Training Sessions
2 Follow-Up Support Calls
30 Days of Email Support
Priority Scheduling
Total value: $1838
Launch Price: $997
Empowered (VIP)
Best for multi-revenue businesses or anyone wanting deeper support.
Includes everything in Confident, plus:
Quarterly Review
90-Day Accountability Plan
Unlimited Quick Questions (within reason)
Customized Chart of Accounts Buildout
End-of-Month Report Review for 3 Months
Total value: $3338
Launch Price: $1,997
Why This Works
Unlike a one-time cleanup or a "fix it and leave" service, this package teaches you how to run your books with confidence - for good. You get:
Clarity
Consistency
Accountability
A no-shame environment
Systems that simplify your life
Support when you need it
Clarity
Consistency
Accountability
A no-shame environment
Systems that simplify your life
Support when you need it
Ready to Get Started?
Click the button to book your Bookkeeping Confidence Package, and we'll walk through everything together.
You deserve to feel confident, organized, and empowered with your numbers - and this package gives you exactly that.
FAQs
Do I need to clean anything up before we start?
No, absolutely not. Come as you are.
The Health Check is designed to look at what’s already there so we can build a simple, clear path forward.
Will you fix my books for me?
This package is done-with-you, not done-for-you.
I’ll show you how to clean up errors and create a system that makes sense, but I don’t take over your books.
(If you ever want full-service bookkeeping, we can talk about options.)
Do I need to know accounting or bookkeeping to do this?
No, this is designed for non-bookkeepers.
You’ll learn at your pace, using simple checklists and a clear workflow.
What if I need more help than what's included?
You can always add extra support sessions, additional training, or ongoing coaching. You choose what feels right.
What bookkeeping systems do you work with?
Primarily QuickBooks Online, but I can also review Wave, spreadsheets, or other basic systems.
If you’re not using anything yet, we can start fresh together.
I feel embarrassed about the state of my books. Is that normal?
YES - completely normal. And there is zero judgment here.
Messy books are usually a sign that no one has ever shown you a simple system that works. That’s exactly what this package is for.
Is this good for brand-new businesses?
Yes, it’s actually one of the best times to start.
We’ll build your system the right way from the beginning so you avoid confusion later.
Is this package tax deductible?
In most cases, yes. This is an education and consulting expense for your business. (Check with your tax professional to be sure.)
How long does the entire process take?
Most clients finish their workflow plan + training within 2–4 weeks, depending on their schedule and how fast they want to move.
What if I'm really behind?
That’s okay. We’ll review what’s most important and prioritize the right steps to get you caught up in a calm, manageable way.
What happens after the package ends?
You can continue with:
- Monthly accountability support
- Quarterly reviews
- Additional training sessions
- Membership options (if applicable)
We’ll choose what makes sense for you.
What if I use an accountant or tax preparer already?
Perfect, this actually helps them!
Clean, consistent bookkeeping gives them better numbers to work with and can even reduce your tax prep fees.
Do I need to clean anything up before we start?
No, absolutely not. Come as you are.
The Health Check is designed to look at what’s already there so we can build a simple, clear path forward.
Will you fix my books for me?
This package is done-with-you, not done-for-you.
I’ll show you how to clean up errors and create a system that makes sense, but I don’t take over your books.
(If you ever want full-service bookkeeping, we can talk about options.)
Do I need to know accounting or bookkeeping to do this?
No, this is designed for non-bookkeepers.
You’ll learn at your pace, using simple checklists and a clear workflow.
What if I need more help than what's included?
You can always add extra support sessions, additional training, or ongoing coaching. You choose what feels right.
What bookkeeping systems do you work with?
Primarily QuickBooks Online, but I can also review Wave, spreadsheets, or other basic systems.
If you’re not using anything yet, we can start fresh together.
I feel embarrassed about the state of my books. Is that normal?
YES - completely normal. And there is zero judgment here.
Messy books are usually a sign that no one has ever shown you a simple system that works.
That’s exactly what this package is for.
Is this good for brand-new businesses?
Yes, it’s actually one of the best times to start.
We’ll build your system the right way from the beginning so you avoid confusion later.
Is this package tax deductible?
In most cases, yes. This is an education and consulting expense for your business. (Check with your tax professional to be sure.)
How long does the entire process take?
Most clients finish their workflow plan + training within 2–4 weeks, depending on their schedule and how fast they want to move.
What if I'm really behind?
That’s okay. We’ll review what’s most important and prioritize the right steps to get you caught up in a calm, manageable way.
What happens after the package ends?
You can continue with:
- Monthly accountability support
- Quarterly reviews
- Additional training sessions
- Membership options (if applicable)
We’ll choose what makes sense for you.
What if I use an accountant or tax preparer already?
Perfect, this actually helps them!
Clean, consistent bookkeeping gives them better numbers to work with and can even reduce your tax prep fees.
DISCLAIMER:
All content and information on this website including our programs, products and/or services is for informational and educational purposes only, does not constitute accounting advice and does not establish any kind of accounting-client relationship by your use of this website. You should consult your own tax, legal and accounting advisors before engaging in any transaction.
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