Beyond the Books

Premium stand-alone services for women business owners

If you’re not ready to outsource your accounting department but still want clarity from your numbers, these services are for you.

Our accounting department clients already receive these experiences as part of their packages. But you don’t have to be a client to benefit. You can book them as powerful one-off engagements to:

• Fix your foundation so your books tell the truth
• Create a financial rhythm you can carry forward month after month
• Gain deep insights into how your business is really performing

These sessions go beyond bookkeeping. They give you clarity, confidence, and decision-ready insights—without committing to a full accounting department.

---

Step 1: Chart Smart

Fix your foundation.

Before your numbers can tell you anything useful, your Chart of Accounts has to be right. Most aren’t. They’re generic templates that don’t reflect your business.

In this focused session, we:

• Rebuild your Chart of Accounts to fit your service business
• Review every part of your operations and how it ties to the numbers
• Check your tech stack for overlaps, gaps, or inefficiencies

Result: Your books go from cluttered to clear. You finally have data you can trust.
Investment: Included with all Accounting Department packages or $297 stand-alone. This will take 90-120 minutes.

Book Your Chart Smart session here

---

Step 2: The Financial Clarity Map

Turn your clean books into insight.

Now that your numbers are accurate, it’s time to make them useful. The Financial Clarity Map™ combines tools + rituals to give you an ongoing rhythm of financial confidence.

In this one-time project, we:

• Build a custom dashboard and reporting system tailored to your business goals
• Identify the 5–7 metrics that matter most for you
• Co-create a Monthly Money Ritual—a simple check-in process you can repeat every month to stay on track

Result: A personalized financial map and a repeatable habit for making decisions with confidence.
Investment: $1,280 This is a 3 hour session (included annually in our Executive Accounting Department package and as a group working session in our Momentum Accounting Department package)

---

Step 3: Numbers Deep Dive Day

One day. Total clarity. Confident decisions.

This is the premium experience: a full day spent analyzing what your numbers are really saying.

Together, we:

• Analyze your revenue, costs, margins, and cash flow
• Pinpoint hidden profit opportunities and leaks
• Align your money with your growth strategy
• Build an action plan for the next 6–12 months

Result: You’ll leave with a clear financial story, a strategic roadmap, and complete confidence in your next steps.
Investment: $2,500 (included annually in our Executive Accounting Department package).

Live and in-person. Limited dates available:

---

Which One’s Right for You?

• Chart Smart — You’re ready to stop guessing and start with clean, decision-ready books.
• Financial Clarity Map — You want tools and a ritual to make numbers useful every single month.
• Numbers Deep Dive Day — You want the high-touch, transformational experience that sets your strategy for the year.