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: $2600 for 4 months. (Monthly payment plans available for no additional cost).
* 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.
Consultant ◍ Holistic Business Coach
◍ [email protected]
◍ Book A Session
◍ 3008 Folsom Street, Boulder 80304
“I cannot believe how actually helpful this was for me. My money house is in order.
Lesley, THANK YOU!”
-Boulder Client H.S.-