Let us help you lay a solid foundation.

Money Operations Set Up + Support

for Therapists, Coaches + Holistic Practitioners!

Coaching for financial hygiene, literacy and organization with the deliverable of a fully functioning accounting system that fits your business and your life.

◍ Create a sustainable, solid financial foundation.
◍ Create effective systems to save for taxes, periodic savings + cushion.
◍ Claim a healthy relationship with your dollars.
◍ Become extremely oriented to your income goals, expenses and cash flow.
◍ Feel the freedom that comes from achieving a secure relationship with money.

In this 4-month weekly container you will:

◍ Organize your personal and business financials.
◍ Set up and learn how to use your QuickBooks software.
◍ Set up and operationalize your savings accounts.
◍ Identify, process and heal your money stories, money wounding and money avoidance.
◍ Learn to track your income so that you can make income-producing decisions in real time.
◍ Receive the hand-holding support and guidance of a fellow traveler.
◍ Become self-sufficient and an expert in your own financial affairs.

More details and logistics:

We will work together in person at my office in Central Boulder or via video.

Each week you will have homework assignments and action items between sessions. Plan to spend 2-3 hours on assignments between meeting during the first month and 1+ hour during months 2-4.

We will share a Google Drive to house your money spreadsheets, worksheets, session notes and action items.

There will be an additional cost for your QuickBooks software.

Cost: $3350 for 4 months. (Or pay $875 per month).

* Must commit to the full program to receive this offering. Can be paid monthly or upfront, no penalty for paying monthly.

** This is not accounting or bookkeeping it’s coaching for financial hygiene, literacy and organization with a deliverable of a fully functioning accounting system that fits your business and your life.