Initial Consultation
A no-charge phone or video call for prospective clients to explore the potential of working together.
Free | 15 minutes
Client Discovery Session
A 2-hour on-boarding and strategy session for new clients to dive deep into current challenges and day to day operations. Together, we’ll create a roadmap for improvement.
$150 | 2 hours
Client Strategy Session
A 1 or 2-hour follow-up strategy session for clients to measure progress, address new challenges, refine strategies, and set new milestones.
$85 per hour | 1 or 2 hours
QuickBooks Online Service Add-Ons
Clean-Up | $45/hr
Hit the reset and make more informed spending decisions with a one-time clean up service.
Bookkeeper Training | $85/hr
Ensure your bookkeeper is consistent and accurate with one-on-one QBO training.
Monthly Maintenance | $90/mo
Free up your time and find financial peace of mind with precise and reliable monthly maintenance.
Packages
Focus
A quarterly framework for clients in need of focused operational support. Option to add-on QuickBooks Online bookkeeping management and training services.
Package includes:
- Discovery Session (2 hours)
- Strategy Sessions (6 hours)
Build
A bi-annual framework for clients in need of sustained operational support. Option to add-on QuickBooks Online bookkeeping management and training services.
Package includes:
- Discovery Session (2 hours)
- Strategy Sessions (12 hours)
Evolve
An annual framework for clients in need of on-going operational support. Option to add-on QuickBooks Online bookkeeping management and training services.
Package includes:
- Discovery Session (2 hours)
- Strategy Sessions (24 hours)
Receive guidance and tips from your wellness business consultant.
Your biggest resource is a trusted accountability partner. Whether you’re a solopreneur or you’re partnered up, running a wellness business can feel complex and overwhelming. Once per month, I’ll send you some inspiration to help you feel less alone and more connected.
Are you ready for more time and peace of mind? Let’s Connect.
I work with clients in-person within a 30 mile radius of Asheville, North Carolina or virtually anywhere. Start your journey to better operational health with my affordable and easy 3-step consultation process or select a package to save on longer-term support. Add-on QuickBooks Online management or bookkeeper training services to assist with your baseline financial needs.