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

If you’re looking for more than your basic accounting package, if you have goals, ambitions, and dreams you’re working toward, then the CFO package is for you! This monthly accounting package is our most popular service since it goes beyond compliance and includes financial coaching, planning, and accountability. Not only do you receive everything listed in the accounting manager package, you also get semi-monthly CFO meetings, full-time Voxer support, and 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 our monthly account manager package for ongoing maintenance)

STARTING AT $1,900 a month

the cfo 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!”


“If you are anything like me and worried that your books and taxes are going to be a mess, doing a pre-planning session is 1000% worth it before hiring Dawn & team for tax filing. It gave me a process and structure that set me up for this year's filing.”


"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!


Hear what our clients are saying...

We will review your needs and find the package that works best for you and your business

book a free discovery call with us

Still not sure where to Start?