What if they reflected your truth?
Not just your revenue.
Not just your expenses.
But your vision, your values, and the inner fire that made you start this business in the first place.
No long intake forms! We use targeted, neuro-affirming questions to get the most from our time together.
Hear your own story before the numbers speak.
Before we look at a single spreadsheet, we’ll get curious about you.
You’ll complete a neuro-friendly, low-overwhelm intake meeting that invites you to:
- Share your goals, your wins, and your friction points
- Name what’s falling through the cracks
- Tell the truth about how your brain likes to operate (and where it short-circuits)
We meet for a 30-minute strategy session where you get to tell us what you’ve built, what feels good, and what feels like a mess.
🧠 This isn’t a data dump. It’s a place to start telling yourself the truth without judgment.
This is the Mirror. Clean, compassionate, and honest.
Within 5–7 business days, you’ll receive your custom Money Mirror Report, which includes:
🔍 The Scorecard
A simple, visual snapshot of how your business is functioning in key areas:
- Chart of Accounts Clarity
- Bank + Credit Card Reconciliations
- Revenue + Receivables
- Expense Tracking
- Owner Pay + Equity
- Software & Tool Stack
- Liabilities + Compliance
You’ve seen the mirror. Now we stitch the pieces together.
Once you’ve had a few days to process your Scorecard and Report, we’ll meet again for a 1-hour coaching call.
Together, we’ll:
- Review your financial health score section by section
- Talk through your “aha” moments, stuck points, or hidden strengths
- Customize your roadmap for your energy, budget, and brainstyle
- Create a plan to delegate, automate, or rework systems that don’t serve you
No “fix everything at once” pressure.
You’ll receive 3–5 customized, doable priorities to stabilize or improve your systems.
🔦 Whether you’re buried in receipts or already thriving but craving better visibility, this session is where we ground the insight into aligned action.
🎉 And if you’re doing better than you thought? We’ll celebrate that peace-of-mind clarity—and build your confidence around maintaining it.
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