Discover Financial Clarity with Our Expert Services
Frequently Asked Questions
Quick answers to your questions about bookkeeping services, pricing, the Cash Flow Confident Community, and getting started.
What is the Cash Flow Confident Community?
It’s a community designed for entrepreneurs to learn and manage their business finances independently. We offer resources, workshops, and support to empower your financial journey.
How can I join the Cash Flow Confident Community?
Joining is easy! Simply sign up on our website. The first 100 members can join for free, after which the membership fee is $47/month.
What benefits do community members receive?
Members gain access to exclusive content, live Q&A sessions, and a supportive network of like-minded entrepreneurs focused on mastering cash flow management.
Is there a trial period for the community membership?
No, but the first 100 founding members get FREE lifetime access, so there’s no financial risk to join and explore everything the community offers. After the founding member spots are filled, membership will be $47/month.
Can I cancel my community membership at any time?
Yes, you can cancel your membership at any time with no penalties. We aim to provide flexibility and value for our members.
What support is available for new community members?
As a new member, you’ll have access to our growing library of courses, templates, and resources to help you manage your business finances. You can also connect with fellow entrepreneurs in the community and get guidance from me directly as we build out the structure together. Founding members will have the unique opportunity to help shape what the community becomes.
How do I access the community resources?
All resources are available through Skool, our online platform, which you can access anytime, anywhere, to fit your schedule.
Bookkeeping Service
We provide comprehensive bookkeeping services, including financial reporting, tax preparation, and strategic financial advice tailored to service-based entrepreneurs.
How do I get started?
Getting started is simple. Click the Get Started Button below and fill out the form to tell us about your business and bookkeeping needs. We’ll review your information and reach out to schedule a complimentary discovery call if you’re a good fit. During the call, we’ll discuss your current financial situation, recommend the best package for your business, and outline next steps for onboarding.
How long does the onboarding process take?
For bookkeeping clients, onboarding typically takes 1-2 weeks from your discovery call to your first month of service. This includes reviewing your current financial situation, setting up or cleaning up QuickBooks Online, and establishing our monthly workflow.
How often will I receive financial reports?
Clients receive detailed financial reports on a monthly basis, with additional reports available upon request to support informed decision-making.
Can you help with tax preparation and filing?
We provide tax-ready financials that make your CPA’s job easier, but we don’t prepare or file tax returns. Our bookkeeping ensures your records are accurate, organized, and compliant throughout the year, so you’re fully prepared when tax season arrives. We’re happy to collaborate with your tax professional to provide any financial reports they need.
What software do you use for bookkeeping?
We only use QuickBooks Online for all bookkeeping clients. We’re also a Ramp Partner, which allows us to integrate expense management seamlessly with your bookkeeping for clients who use Ramp for business expenses.
Is there a contract or minimum commitment?
Yes, we require a minimum 3-month commitment to ensure we have adequate time to organize your books, establish accurate systems, and provide meaningful financial insights. After the initial period, services continue month-to-month with 30 days notice to cancel.