Get insight, clarity, and strategic next steps anytime you need them.
Feel clear, prepared, and empowered before tax season without panic, shame, or overwhelm.
Know Your Numbers Business Check-In
Choose Your Level of Support
If you’re a business owner who avoids looking too closely at your numbers because it feels stressful, confusing, or intimidating you’re not alone.
This offer exists to help you understand what’s actually happening in your business, identify what matters, and move into clarity instead of guesses.
No judgment. No pressure. Just grounded, strategic insight.
Make smarter business decisions with numbers you actually understand.
- You know you should understand your numbers, but they feel overwhelming
- You want to stop feeling surprised during tax season
- You’re unsure if you’re actually profitable
- You don’t know what to fix, or if you need to fix anything at all
- You want to make better financial decisions moving forward, not just “get through taxes”
You might be in the right place if…
- A clear picture of your revenue, expenses, and profit
- Insight into missed deductions or inefficiencies
- Confidence around where you stand financially
- Clear next steps (without being told to do everything at once)
- A calmer, more empowered relationship with your business finances
What you’ll walk away with
Choose the level of support that feels right for you
For business owners who want insight without a call.
Know Your Numbers: Clarity Report $497
Know Your Numbers: Advisor Session $750
For business owners who want clarity with a conversation.
Includes everything in the Clarity Report, plus:
- 60-minute Review & Strategy Call
- Personalized financial and business goals
- Offer + pricing feedback
- A simple 2026 plan tailored to your business
- Implementation recommendations
- Priority turnaround
- 10 days of limited follow-up support (clarifying questions only)
- Therapists, coaches, creatives
- Business owners who want to talk things through
- People who want clarity and direction
- Clients who want support without a long-term commitment
- Full 90-Day Profit + Business
- PlanQuarterly revenue targets
- Pricing restructure (what to raise, what to retire)
- Offer analysis
- Cash-flow recommendations
- 2026 tax strategy outline
- THREE weeks of DM support
- Priority scheduling
- Business owners preparing to raise prices
- People pivoting or scaling
- Clients who want advisory-level support during transition
For clients ready for a strategic reset.
Know Your Numbers: Business Strategy Intensive $997
- Bookkeeping review (light cleanup guidance — not full cleanup)
- Profit breakdown
- Expense trends
- Revenue breakdown by offer
- Missed deductions list
- Tax readiness snapshot
- What to fix before December 31
- A clean, organized PDF report (10–15 pages)
- This is not bookkeeping cleanup
- This is not ongoing accounting
- This is not a DIY course
- This is not a long-term coaching container
What this is NOT
Too many people enter tax season feeling ashamed, confused, or behind, when in reality, they just haven’t been given clear, human explanations.
Our goal is for you to move into 2026 feeling empowered about your taxes, more confident in your financial decisions, and better equipped to build a business that actually supports your life.
Why we offer this
Know Your Numbers: Business Strategy Intensive $997
Choose This Option
Know Your Numbers: Advisor Session $750
Choose This Option
Choose Your Payment:
Know Your Numbers: Clarity Report $497
Choose This Option
