Books for Wealth™

You’ve got the sales. You’ve got the hustle. But you still have no idea what you’re actually making. Let’s change that.

INTRODUCING

Books for Wealth™

You’ve got the sales. You’ve got the hustle. But you still have no idea what you’re actually making. Let’s change that.

Books for Wealth™ is my signature bookkeeping service designed to give you tax-ready numbers, a monthly paycheck, and funding confidence—without drowning in spreadsheets.

Monthly Bookkeeping for Entrepreneurs Who Want Real Clarity & Real Checks

What’s Included:

  • Monthly bookkeeping with reconciliations & clean categorizations

  • Monthly CEO Financial Report (Profit & Loss + Owner Draw insights)

  • Custom salary planning so you know exactly what to pay yourself

  • Loom video walkthrough + tax support coordination

PRICING

Choose Your Plan

Essentials PLAN


Best for solopreneurs making under $60K/year who need basic monthly support and financial visibility.

$297/m

  • Monthly categorization of business transactions

  • Basic reconciliation of 1 business bank account + 1 credit card

  • Monthly Profit & Loss report

  • “Owner’s Draw” suggestion based on available profit

  • Quarterly check-in via email or Loom

  • End-of-year financial summary for your tax preparer

  • Email support for bookkeeping-related questions

growth PLAN

Ideal for businesses making $60K–$150K/year that need more insight, support, and structure.

$397/m


Everything in Essentials, plus:

  • Reconciliation of up to 2 business bank accounts + 2 credit cards

  • Monthly Profit & Loss + Balance Sheet reports

  • CEO Paycheck Plan (monthly draw projection)

  • Monthly check-in video walkthrough

  • Dedicated client portal

  • Quarterly Zoom strategy call (30 min)

  • Funding readiness checklist

  • Text access during business hours


premium PLAN

Built for 6-figure earners, multi-stream business owners, or anyone scaling fast and needs a hands-on partner.

$597+/m


Everything in Growth, plus:

  • Reconciliation of up to 4 business accounts + 3 credit cards or payment processors (Stripe, PayPal, Square, etc.)

  • Monthly financial review with notes on unusual activity, missing information, or bookkeeping concerns

  • Quarterly Forecast Reports (Revenue vs. Expenses, Owner Pay Planning)

  • Priority text support during business hours

  • Monthly profit leak review

  • Early-access scheduling for tax season or advisory services

strategic PLAN

Built for multi 6-figure earners, With project based activity and multiple moving parts and needs guidance for business decisions.

$897+/m


Everything in Premium, plus:

  • Monthly Profit & Loss and Balance Sheet review with personalized insight and notes

  • Customized KPI Dashboard showing revenue, expenses, profit trends, and financial patterns

  • Monthly advisory support for bookkeeping-related questions, financial organization, and transaction treatment

  • Monthly strategy call or advisory check-in

  • Owner draw and partner activity monitoring

  • High-level visibility into project or category-based activity for businesses with complex movement

  • VIP pricing for Financially Fit Funding™ and other advisory services

Important

Books for Wealth™ is designed for businesses that need ongoing monthly bookkeeping—not one-time cleanup work.

If your books are behind, incomplete, or require extensive corrections before monthly service can begin, we'll discuss the best path forward during your Bookkeeping Clarity Call.

Next Step

Monthly bookkeeping begins with a Bookkeeping Clarity Call. We'll review your current bookkeeping, answer your questions, and recommend the monthly service level that's appropriate for your business.