Here’s what I know.
You’re busy. Like, stupid busy. You’ve got your work, your family, and your life to manage. You do OK financially, but you sure aren’t saving like you thought you would. And shouldn’t you have less debt by now? And like…a college fund started?
Sure, you’ve got a system for your money. You’ve got one account you pay the bills out of, and one for short term savings, and then you’ve got the grocery credit card, and you’ve got the ‘real savings’ account that you never touch – except when you do. Oh! And then you’ve got those apps on your phone for budgeting. Except none of that actually helped you feel in control of your money, did it? (keep last line, system, and something vague in the middle) you've got a way to avoid going into the red, but it didn't help how you feel
You’ve definitely made some progress over the last few years. You’re not worried about getting the bills paid, necessarily, but you want to stop treading water. You’re sure there’s stuff you’re supposed to be doing, but who has time to deal with that stuff?
Ooh! I do! Pick me! Pick me!
*Looking for help with business finances? Click here to find out about my "OMG-you-can-pay-someone-to-do-that?!" biz packages
Here are a few ways we can work together:
DIY type? Let’s do a Power Hour (and a half).
One of my absolute favorite ways to work with someone is with a Power Hour (and a half). It’s a 90-minute meeting where I ask you a bunch of questions, you answer them, and then I tell you what to do. BAM. Doesn’t that sound refreshing? Like plugging in an address into your Maps app and it just like, tells you where to turn first, and then what happens, and then what you do after that. I can draw you that map (and then you drive. That's where the DIY comes in).
And if after our Power Hour (and a half) you are like “cool…but what if there’s a detour?” – I’m all over that too. My ongoing support is super popular for a reason: there’s unlimited access directly to me via email, plus monthly 30-minute catch up sessions. This is a great way to make sure you stay on track and have a place to ask questions and handle things like a goddamn pro if something changes (which is practically guaranteed in this business we call life).
$197 for Power Hour (and a half).
Want a little more help? Let’s do a Starter Package.
A Starter Package gets you a customized money map, just like the one I talk about above in the Power Hour (and a half), PLUS then I'll hop in the passenger seat with you and give you turn-by-turn directions, real-time detour updates, and pleasant company as you get up and running the right way. No, you may not call me Tom Tom (that's extra).
This is perfect for you're more of a dreamer than a do-er (Hi! My name is Lynne and I'm a planning-but-not-doing addict).
- Unlimited email support between our sessions
- 90 minute initial meeting, followed by two one-hour meetings and a send-you-on-your-way 30 minute wrap up meeting before I release you into the wild
- We'll meet every few weeks over the course of 2-3 months (depending on scheduling).
$197/mo for 3 months, OR $497 paid up front (16% discount).
Ongoing support is available here too as an add-on. We’ll discuss when we’re getting close to wrapping up whether it’s right for you!
Want a lot more help, something different from what’s here, or are you just not sure what you need? Let’s chat.
PSST. Hey you, business owners
Are you looking at this and thinking “cool, but what about my business? That’s where the money mess really is!” OOH have I got you covered. In fact, I absolutely LOVE working with business owners to manage their cash flow confusion, cover their asses come tax-time, and make sure they’re spending enough on the things that matter (Paying yourself! Taxes! Insurance!) and just enough on everything else. You’ve got two options:
Taking Care of Business
TCB is a monthly retainer program wherein I do allllll your bookkeeping, work with your tax preparer come January, PLUS meet with you regularly to answer your questions about things like “am I doing OK?” and “can I afford X”?, and generally help you increase the consistency in your business finances and ease your worries. Includes unlimited direct email access to me, quarterly reports, and general feelings of peace and happiness. Your CPA will cry tears of joy when you start working with me, and so will your business-owner friend who you keep emailing with questions like “how exactly am I supposed to pay myself? And where am I supposed to put my receipts?”
Just the books, please
Just the books is just what it sounds like – bookkeeping and tax document preparation (only). The information you need, when you need it, so you can make decisions and not lose sleep about your business books again.
Weekly updates: $150/month