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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
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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.
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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.