Feel like a business owner. Get paid like an employee.

We’ll help you ditch the financial guesswork and set up a simple, sustainable plan for your finances.

A top view of a solopreneur with a laptop and calculator

Feel like a business owner. Get paid like an employee.

We’ll help you ditch the financial guesswork and set up a simple, sustainable plan for your finances.

A top view of a solopreneur with a laptop and calculator
A collage of people relaxing by the pool, working on laptops, and enjoying wine in a sunny outdoor setting.

The money side doesn’t have to feel this hard

If you’re not sure how much you can pay yourself, what to set aside for taxes, or whether you can afford to hire that contractor—it’s exhausting. And when cash flow feels unpredictable, everything else feels shaky too.

💸 You didn’t start your business to feel stuck in a cycle of second-guessing. But without a clear financial plan, it’s easy to wonder if you’ll have to give up on this altogether—and go back to a W-2 job.

💸 You don’t need more spreadsheets. You need a partner who can help you make sense of your money, and show you exactly what’s safe to spend, save, or take home.

If you’re not sure how much you can pay yourself, what to set aside for taxes, or whether you can afford to hire that contractor—it’s exhausting. And when cash flow feels unpredictable, everything else feels shaky too.

💸 You didn’t start your business to feel stuck in a cycle of second-guessing. But without a clear financial plan, it’s easy to wonder if you’ll have to give up on this altogether—and go back to a W-2 job.

💸 You don’t need more spreadsheets. You need a partner who can help you make sense of your money, and show you exactly what’s safe to spend, save, or take home.

The money side doesn’t have to feel this hard

A collage of people relaxing by the pool, working on laptops, and enjoying wine in a sunny outdoor setting.

Choose the Level of Support That Fits Your Business

Concierge Bookkeeping

$500–$1,200/month

For consultants who want clean, accurate books and peace of mind at tax time.

  • QuickBooks bookkeeping

  • Tax-ready books

  • Monthly financial reports with trend tracking

  • Ongoing support (we actually email back!)

Quarterly CFO

$800–$1,500/month

Forward-looking financial strategy for those who want the BIG picture.

  • Everything in Concierge Bookkeeping

  • Quarterly CFO strategy calls

  • 12-month forecasting for cash flow + profitability

  • Guidance on quarterly estimated taxes

Monthly CFO

$1,000–$2,000/month

For solopreneurs who want proactive, ongoing financial strategy and full partnership.

  • Everything in Quarterly CFO

  • Monthly CFO strategy calls

  • Detailed scenario planning + decision support

  • Consistent owner pay planning + cash flow confidence

What You’ll Get When We Work Together

Solid dark blue circle on a white background.

Tax-Ready Books, Every Month
No more scrambling at year-end. Your books stay clean, accurate, and always ready to hand off to your tax pro—along with clear, customized guidance for your quarterly estimated taxes.

Dark blue solid circle on a white background.

Steady, Predictable Owner Pay
 We’ll help you set up consistent monthly distributions so your personal finances feel calm—even when business ebbs and flows.

Solid dark blue circle on a light background.

A Partner Who Gets Solo Business—and Solo Life
You shouldn’t have to sacrifice financial clarity to keep the flexibility you built your business for. I get what it’s like to juggle work and life, and I’ll help you find a rhythm that supports both.

Choose the Level of Support That Fits Your Business

Concierge Bookkeeping

$500–$1,200/month

For consultants who want clean, accurate books and peace of mind at tax time.

  • QuickBooks bookkeeping

  • Tax-ready books

  • Monthly financial reports with trend tracking

  • Ongoing support (we actually email back!)

Quarterly CFO

$800–$1,500/month

Forward-looking financial strategy for those who want the BIG picture.

  • Everything in Concierge Bookkeeping

  • Quarterly CFO strategy calls

  • 12-month forecasting for cash flow + profitability

  • Guidance on quarterly estimated taxes

Monthly CFO

$1,000–$2,000/month

For solopreneurs who want proactive, ongoing financial strategy and full partnership.

  • Everything in Quarterly CFO

  • Monthly CFO strategy calls

  • Detailed scenario planning + decision support

  • Consistent owner pay planning + cash flow confidence

What You’ll Get When We Work Together

Solid dark blue circle on a plain background.

Tax-Ready Books, Every Month
No more scrambling at year-end. Your books stay clean, accurate, and always ready to hand off to your tax pro—along with clear, customized guidance for your quarterly estimated taxes.

Solid dark blue circle on a light background.

Steady, Predictable Owner Pay
 We’ll help you set up consistent monthly distributions so your personal finances feel calm—even when business ebbs and flows.

A dark blue solid circle on a white background.

A Partner Who Gets Solo Business—and Solo Life
You shouldn’t have to sacrifice financial clarity to keep the flexibility you built your business for. I get what it’s like to juggle work and life, and I’ll help you find a rhythm that supports both.

I also host the Consultants and Money podcast

where I talk with other solopreneurs about how to build profitable, sustainable businesses that support your whole life—not just your income.

a device mockup of consultants and money podcast

Getting started is simple.

  • We’ll talk through where your business stands today and what kind of support makes the most sense.

  • Seriously—just hand it off. We’ll take it from here so you don’t have to touch it again.

  • With clean books and a clear plan, you’ll finally feel in control of your finances—without the stress.

Getting started is simple.

  • We’ll talk through where your business stands today and what kind of support makes the most sense.

  • Seriously—just hand it off. We’ll take it from here so you don’t have to touch it again.

  • With clean books and a clear plan, you’ll finally feel in control of your finances—without the stress.

What Other Solo Consultants Are Saying

What Other Solo Consultants Are Saying

  • I now understand how any given decision--investment, expenditure, owner draw, taking on a new engagement or modifying or ending an old one--will impact my cash flow, my ability to invest in a new website, my ability to make my 401k contribution, or anything else related to my business's finances or my life.

    BL, Communications Consultant

  • I now understand how any given decision--investment, expenditure, owner draw, taking on a new engagement or modifying or ending an old one--will impact my cash flow, my ability to invest in a new website, my ability to make my 401k contribution, or anything else related to my business's finances or my life.

    Client Name, Business

You’ve built something great.

Let’s make sure the finances support it.

Book a call today and let’s build a plan that gives you consistent take-home pay, confident decisions, and a business that works for your life—not against it.

You’ve built something great.

Let’s make sure the finances support it.

Book a call today and let’s build a plan that gives you consistent take-home pay, confident decisions, and a business that works for your life—not against it.