For your business

the hire you can't justify making full-time — yet

If something's taking up too much of your time — big project or small — and you can't justify a hire, that's exactly where we fill the gap. Ask us about it.

Pricing depends on scope — reach out for details on any package below.

Start

Built for new small business owners who want to begin on the right foot. We set up your bank accounts and social presence so you're organized and ready from day one.

  • Build a financial plan
  • Get accounts and reporting set up
  • Social media presence set up
  • Ready to run from day one

Grow

For owners ready to move from maintaining to scaling. We meet quarterly to review financials, track progress, and build actionable strategies to increase revenue and streamline operations.

  • Think of it as a fractional CFO
  • Quarterly strategy sessions
  • Revenue and growth planning
  • Recommendations to streamline operations

Run

Takes day-to-day work off your plate — bookkeeping, reporting, client emails, reservations, whatever keeps recurring. We make sure your business runs smoothly while you focus elsewhere.

  • Ongoing bookkeeping and reporting
  • Client email and reservation management
  • Scope built around what you actually need

For you

budget coaching for anyone, no business required

This track is just about you — your budget, your habits, and staying accountable to your own goals.

Pricing depends on scope — reach out for details on either package below.

Plan

A longer session to review your finances in full and build a realistic, personalized budget and plan around your actual goals.

  • Full review of income, expenses, and goals
  • A personalized budget built from your numbers
  • A written plan you can start using right away
  • Open email access for questions afterward

Build

Regular follow-up sessions to track progress, adjust the plan as life changes, and keep you accountable to it.

  • Quarterly or annual check-ins against your plan and goals
  • Adjustments as income or life changes
  • Ongoing accountability, one session at a time

This is budgeting and accountability coaching, not licensed financial, investment, or legal advice.

You don't need six months of onboarding to get useful advice. Most clients are in motion within two weeks.

How engagements are structured

First, a conversation

A free call to understand where things stand and whether we're a good fit for each other.

Then, a plan

A short written plan covering priorities, timeline, and what a typical engagement looks like for you.

Then, the work

Regular sessions — weekly or monthly, depending on the work — with plain check-ins in between.

Not sure which fits?

Tell us what's going on and we'll figure out the right starting point together.

Book a consultation