If you are hanging out somewhere in between complete DIY and hiring a full accounting team... I hear you. You might have just a quick question, need a second set of eyes on something, or want to bounce your ideas off of someone who knows their stuff. This is where our coaching services come in handy! We offer business coaching anywhere from 15 minute sessions to six month long contracts. We will work together to strengthen your business goals, work on your mindset, and create an aligned business - one that works for you personally and professionally. So... are you ready to become business BFFs?
coaching services
book a 15 minute call
Intensives are the perfect time for you to pick our brain and get all your accounting questions answered in a low-cost, no commitment sort of way. We'll jump on a phone call so we can talk things through right then and you can walk away feeling the confidence that you need with your money.
15 minutes: $99
15 minute intensive
1 hour intensive
1-hour: $397
During these hour long strategy calls we’ll discuss things from bookkeeping processes, Quickbooks Online, taxes, money mindset, and everything in between. We'll meet via video conference (Zoom) so that we can screen share and dive into anything that's on your mind.
You’ll also receive a follow up email with notes, links, and other important info so that you don’t have to worry about note taking during the meeting - just sit back and learn!
book an hour call
book a call
the cfo package
best for entrepreneurs in a growth phase or those preparing for growth
STARTING AT $1900 a month
Package includes:
-Monthly bookkeeping in QuickBooks Online (categorizations and reconciliations)
-Tax planning
-Annual business tax prep
-Annual W2 and 1099 filings
-Monthly financial reports: where we tell you how much to pay yourself, how much to put into savings, and how much to pay in taxes each month.
-Estimated tax payments
-Email and tax support
-A dedicated account manager
PLUS:
-Semi-monthly CFO meetings
-Full-time Voxer support
-Personalized financial planning
This is a 3-month commitment at which point you can choose to renew your contract for another 3 months or downgrade to the monthly account manager package
“Dawn is AMAZING! She has given me the tools, training, and education to understand my "books." I had quite the learning curve, and Dawn did a little (a lot) of hand holding… The 1:1 Intensive brought me full circle with my QB comprehension. I'm looking forward to learning more and growing my business working with Dawn. It's very empowering to comprehend the ins & outs of the financial side of my business. Thank you, Dawn!”
Julie
"I signed up for a strategy call with Dawn - to work on organizing my financial reporting and tax systems - and to touch on some money mindset things, too! The call we had was so great. Dawn listened to my concerns, learned about my current systems, and gave me some eye-opening suggestions. I walked away with a very clear sense of my options in terms of tax prep and monthly reporting. She provided me with the reassurance and the practical advice I needed to feel really confident about how I am handling cash flow now - and how I can handle it in the future as my business grows. If you're an online entrepreneur and you're considering working with her, do it! She is really smart, intuitive, and knows her stuff!
Jana
