You built this business with talent, late nights, instinct, and a lot of figuring it out as you went. That season was resourceful and brave, and it got you here.
Scrappy got you here.
Structure will take you further.
but growth changes the rules.
What’s a moment you realized “being good at what I do” wasn’t the same as “being good at running a business”?
That’s usually where structure becomes necessary. The calm, competent kind.
Financial support for creative businesses that are growing up beautifully.
if you want to:
Know your real profit
Plan for taxes before they’re urgent
Pay yourself consistently
Make hiring or investment decisions with numbers behind them
Build toward seeing what the next six months look like
i think you'll like it here!
No finance background required. Just steady structure and numbers you understand.
I work with designers, copywriters, and creative business owners generating steady revenue who want to lead with clarity instead of guessing.
Work with Me
Refined Bookkeeping and Strategy
our signature package
Our signature service for creative businesses ready for steady financial leadership.
Each month, your books are reconciled and clearly reported so you can see your profit, plan for taxes, and make informed decisions. As you grow, you can layer in forecasting and deeper strategic support.
- Reconciled monthly bookkeeping with clean, organized transactions
- Financial reports + custom KPI dashboard
- Quarterly cash flow projections + private strategy sessions
- Planned vs. actual tracking to protect your margins
- 1:1 Email & DM Support for daily decision-making
- CPA collaboration, receipt management, and 1099 filings
perfect for:
WHAT'S inside:
explore the tiers
Starting at $499/month + one-time $350 setup
Monthly or Quarterly Bookkeeping · Three Tiers Available
now booking:
march 2026
The Year Ahead Intensive is a focused 90-minute planning session where we map your financial goals.
The Year Ahead Intensive
The Refined Reset is a thorough review and correction of your existing bookkeeping so your financials are accurate and dependable again.
The Refined Reset
Custom Xero Setup for DIY Founders. You’re fully capable of managing your own books. You just want the foundation built properly.
The Setting
Let’s get you fully caught up. For real. If your bookkeeping is behind and quietly weighing on you, this is your reset.
Catchup Week
More ways to get support
Catchup Week
If your bookkeeping is behind and quietly weighing on you, this is your reset.
In one focused week, your books are brought completely up to date so you can move forward with accurate numbers.
Flat fee: $4,997
(Most projects cover up to 12 months. Installments available.)
- Categorized and reconciled accounts
- Clean financial reports
- Clear visibility into profit and cash flow
- A walkthrough of what the numbers mean
- A plan for staying current
explore the tiers
Catchup Week
If your bookkeeping is behind and quietly weighing on you, this is your reset.
In one focused week, your books are brought completely up to date so you can move forward with accurate numbers.
Flat fee: $4,997
(Most projects cover up to 12 months. Installments available.)
- Categorized and reconciled accounts
- Clean financial reports
- Clear insight into profit and cash flow
- Loom walkthrough of what the numbers mean
- A plan for staying current
book catchup week
The Refined Reset
The Refined Reset is a thorough review and correction of your existing bookkeeping so your financials are accurate and dependable again.
We review prior work, reconcile accounts, correct inconsistencies, and restore structure where needed so you can trust your numbers moving forward.
custom quote based on scope.
- Comprehensive review and correction of prior bookkeeping
- Reconciled accounts and category restructuring if needed
- Clean, organized financial reports
- A recap call and report with clear next steps
get a quote
Custom Xero Setup for DIY Founders
The Setting is a custom bookkeeping software setup designed specifically for how your business runs, so you can manage your finances with clarity from day one.
I configure Xero to reflect your services, revenue streams, and workflows so everything makes sense and stays organized.
Flat fee: $350
Set it up once. Set it up right.
- Custom structured categories tailored to your business
- Complete Xero setup
- Connected bank and credit card feeds
- Foundational automations where appropriate
- A walkthrough call so you feel confident using it
book the setting
The Year Ahead Intensive
You don’t want to see how the year goes. You want to shape it. The Year Ahead Intensive is a focused 90-minute planning session where we map your projected income, expenses, tax savings, and owner pay for the year ahead.
Your bookkeeping must be current so we can build accurate projections.
Investment: $750
Because mid-year panic is sooo last year.
- A 12-month cash flow projection
- Revenue targets based on your real capacity
- A refined expense plan
- Tax and reserve savings benchmarks
- Debt payoff strategy, if applicable
- A sustainable owner pay plan
You leave knowing:
- What your business needs to generate
- What you can confidently invest in
- What to adjust now instead of mid-year
i need this!
How It All Works:
01/ Start Here
02/ Let’s Meet and Dream!
03/ it's taken care of.
Begin by filling out the inquiry form and sharing a little about your business. Your books don’t need to be perfectly organized before reaching out. That’s part of what we’ll take care of together.
We’ll review where things stand, talk through your goals, and decide what level of support fits this season. Whether you need a discovery call or you’re ready for a proposal, we’ll map out the right next step together.
Once we begin, your bookkeeping is structured with care, your financials become clear and usable, and your decisions are grounded in numbers you can trust. You’re no longer figuring it out alone.
Not currently. My focus is bookkeeping and strategic financial oversight. What I DO provide? Clean, organized, CPA-ready books that make filing season dramatically less dramatic.
Your tax professional gets tidy reports and usable numbers. You get to feel prepared instead of surprised.
Everyone wins.
You’re not just getting reports. You’re getting context.
By the 15th of each month, you’ll receive a clear summary of how your business performed, month-to-date and year-to-date, written in plain English. No decoding required.
Inside that update, you’ll see:
- What came in
- What went out
- What’s actually yours
- What to set aside for taxes
- Trends worth paying attention to
- Anything unusual that needs a second look
You’ll also receive your full financial statements:
- Profit & Loss
- Balance Sheet
- Statement of Cash Flows
Plus a guided cover sheet explaining what you’re looking at and what to consider next.
And when questions pop up? You have direct access for the “should I?” and “what does this mean?” moments.
Clear numbers. Clear direction. No squinting at spreadsheets.
Yes! Refined Bookkeeping + Strategy, The Refined Reset, and Catch-Up Week can be split into up to three installments.
If you need something different, just ask. We believe good financial support should feel accessible, not stressful.
Great question.
A bookkeeper keeps your records accurate and all matched up. They track what happened.
A fractional CFO looks at those clean numbers and helps you decide what happens next. Forecasting, pricing strategy, hiring decisions, cash flow planning.
A CPA or tax accountant usually prepares and files your taxes.
They’re different roles, and they work beautifully together.
Here, you get accurate bookkeeping and forward-looking strategy in one place. Clean data and direction to match.
- Can I afford to hire?
- Is this investment smart?
- What should I pay myself?
- Are my margins healthy?
- Where will we be six months from now?
If you want those answers grounded in real numbers instead of aura alone, you’re ready.
CFO support isn’t about complexity. It’s about clarity and foresight.
We’re based in Southern California but we love to serve clients nationwide!!
We love to work with:
- web and brand designers
- online creators
- marketing creatives
- copyrighters
- online service providers
