You built this business from a dream.

We help you get financial clarity so you can dream even bigger.

Change your financial future, increase the money in your personal piggy bank, and grow your impact.

Your business should fund your life...not the other way around.

You started this business with a vision—a vision that you’ve given endless hours of your life to make a reality.

But now it’s starting to sink in: your business can’t run on passion alone.

And anything that’s taking this much of your energy should provide a sustainable income to support your family and fuel your dreams—right?

It's time to make that happen.

Our proven strategies and systems have helped dozens of small business founders like you:

Confidently pay yourself first on a predictable schedule (no more short changing yourself!)
Stay prepared for tax time with organized books (even if you’re not ready to hire a bookkeeper!) and plenty of funds set aside
Know exactly how much money you should be spending (and what you should be spending it on) to support the stage of business you’re in
Feel empowered to set solid plans and goals for your business, knowing that they’re backed by data and not just hopes

Financial clarity in every phase of business

What stage can we support you in?

Foundation Building

Your business is taking off, and you want to set a strong foundation that supports profitability before you’re ready for higher-touch support.

Profit Accelerating

The revenue is flowing, and you’re looking for individualized support to take your business—and income—to the next level (without burnout).

Support for Scaling

Your business is growing more complex, and you need a strategic partner to guide decisions and position you for optimal profit.

Browse all of our offerings:

Meet Cheryl & Katrina

The co-founders and masterminds behind our incredible team, Cheryl and Katrina are accountants and profit strategists who started a bookkeeping business with the simple goal of setting aside more money to travel with their families (because we all know Disney and beach vacations aren’t cheap!).

They quickly found that most business founders were struggling with little to no knowledge about how to manage their finances. Many of them had never brought home a consistent paycheck, despite burning the candle at both ends for months or years.

They knew that, with the right level of knowledge and support, business owners at all stages could thrive, breaking the cycle of financial stress and uncertainty. They went to work developing easy-to-follow systems and providing compassionate support through her services, courses, and Facebook Group.

“I control my finances, they don't control me!”

“Don’t hesitate! I learned so much and I truly am an empowered CEO now 😍 I control my finances, they don’t control me. I take home a paycheck and run my business smoothly thanks to this program.”

Stacy M.