What’s the difference between traditional bookkeeping and your approach?
Traditional bookkeeping records transactions and delivers monthly reports that often go unread, leaving hidden leaks, confusion, and ongoing financial stress. We go further: spotless QuickBooks Online (QBO) books are the foundation, but real stability and growth come from proactive weekly cash flow management—watching your unique financial picture in real time, spotting leaks based on your habits and realities, and turning clear insights into personalized strategies that plug gaps, build security, and help you thrive—whether scaling a health venture or securing a stronger personal future.
How does the free help-first consultation work?
It’s a no-pressure 1-hour call where we discuss your situation—your goals, challenges, and financial realities (business, side hustle, or personal). I review your current numbers (if available) or walk through common patterns, then give you honest, actionable insights: where leaks might be hiding, quick wins for better control, and what’s possible for reduced stress and real progress. No data upload needed upfront—just real value you can apply right away, with no obligation.
How exactly do you help increase cash flow stability and overall financial health?
We combine accurate monthly QBO bookkeeping with hands-on weekly cash flow management. We look at your full financial picture together, identify leaks (overlooked costs, irregular patterns, or spending habits), set realistic targets for better flow and security, and implement tailored, actionable strategies that move the needle—all with a commitment to doing whatever it takes. The result: less overwhelm, predictable cash, and the freedom to focus on what matters—growing your health practice or building a secure future.
Who is this best for?
U.S.-based telehealth providers and nutrition coaching entrepreneurs who are scaling (or ready to scale) their online practices to 6 figures—but are held back by messy books, unpredictable cash flow from subscriptions or packages, underpricing their services, hidden profit leaks, compliance headaches, or the overwhelm of juggling client delivery, marketing, and finances alone. If you're tired of guessing your numbers, stressing over tax surprises, or watching growth stall because of financial chaos, and you're ready for clean, trustworthy QuickBooks Online books plus proactive weekly guidance to catch issues early, reclaim your time, and build with confidence and calm—this is built exactly for you.
Is my QuickBooks (or financial) data safe with you?
Yes—100%. We use secure, encrypted access with your explicit permission only, back up files before any work, follow strict privacy protocols, and access only what’s needed for consultations or services. Your data security, confidentiality, and trust are non-negotiable.
How does your pricing work?
Pricing is flexible and impact-focused to make real help accessible. We start with a transparent monthly base fee tailored to your needs and complexity (bookkeeping + weekly cash flow guidance), plus options for performance-aligned elements where applicable. Everything is customized so you only invest what fits your situation—our success is tied to delivering meaningful clarity and progress for you.
Why do you limit availability to just a few clients?
I partner deeply with each person—weekly check-ins, personalized insights based on your unique finances and habits, and hands-on support—so I keep spots intentionally limited to provide the highest level of care and results. Only a select few health builders and frontline heroes get this dedicated attention at a time.
What guarantees or risk reversal do you offer?
We stand behind our work with a straightforward guarantee: if you're not seeing meaningful clarity, reduced stress, or progress after the first month (when following through), you can cancel anytime with no further billing. Our flexible, impact-driven approach means you only pay for value received—we share the risk to ensure real results.
What happens after the free consultation?
If it feels like a fit, we outline personalized next steps (e.g., deeper review or gentle onboarding). If not, you leave with valuable insights and no obligation. Either way, you gain immediate clarity on your finances and practical steps toward stability and growth.
Why focus so much on cash flow instead of just profits or basic bookkeeping?
Cash flow is the lifeblood of real financial security—it powers daily decisions, prevents crises, and creates breathing room for growth or personal goals. Clean books are essential, but mastering cash flow through weekly proactive guidance turns numbers into tools that reduce stress, plug leaks, and help you build lasting stability and thriving confidence—whether running a health business or managing everyday finances.
