Happy Clients
Years of experience
Saved in their business
Your business is worth doing right. Let's build the structure that supports your next level.
(90 Minutes | 1-on-1)
We’ll go through everything—your income, structure, business setup, goals, and pain points. You’ll leave with clarity and direction.
A personalized plan that shows you where you’re losing money—and exactly what you can do to fix it legally and immediately.Includes guidance for:
Entity structure
Real estate deductions &strategies
Retirement/investment planning
Tax projections & timing
(3 Private Sessions)
This is where the transformation happens. We’ll walk through implementation, help you stay on track, and guide you through any decisions that come up.
We’ll look at your books, cash flow, and the way your money is moving—then give you a custom report with what’s working and what needs to shift.
No more fear around audits or “what ifs.” You’ll get a custom folder system, templates, and a structure that keeps your records clean, consistent, and audit-proof.
Bring your questions, roadblocks, and wins. I’m here every week for check-ins and real-time support
Spouse or Partner Session
Want to build wealth together? We walk you both through income structuring, tax-smart planning, and legacy-building strategies for your household.
Audit Proof Your Books
Receive more in-depth training on:
“How to Stop Mixing Business & Personal Video Training (Save thousands and Audit Proof your books)
A Private Cash Flow Strategy Session
Business Templates to help save you thousands in your business
Build a Business That Pays You Back—with Peace, Profit, and Protection.
$5,000 | 6 Weeks Private Experience
Legal tax savings (many save $10K–$20K annually)
A simple, custom strategy that fits your life.
Organized finances (without overwhelm).
Peace of mind, structure, and clarity for real growth.
Confidence to lead your business, not just run it
You’ve tried figuring it out alone.
You’ve tried patching it together with Google and good intentions. Now it’s time to do it right—with expert support,
done-for-you strategy, and a whole lot of grace.
Let’s make sure this is the right fit—then we’ll get to work.
$5,000 | 6 Weeks Private Experience
Not sure where to start? We're here to help! Book a 1-on-1 call with us and get all your questions answered with personalized guidance.
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