Financial consulting services for ambitious entrepreneurs
You deserve to take home more money without working harder, taking on more clients, or clocking more hours at work.
Do these sound familiar?
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One
You start to panic every time you open your banking app and see your business checking account balance. You have massive business and financial goals, but you truly have no idea how to reach them.
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Two
Your income has more ups and downs than an episode of the Real Housewives. One month, you’re planning your next luxury vacation and the next, you’re avoiding your credit card statement and stressing about your low bank balance.
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Three
You started your business to enjoy your lifestyle. But now, you’re working all the time when you’d rather be spending your Sundays getting a fresh manicure.
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Four
You’re overworked, underpaid, and unable to make the moves you want in business. Hiring a team (or bringing on even more employees) feels so far out of reach.
Deep down, you know you’re destined for financial success.
You’re dying to hire the team of your dreams, maximize your profit, and live the lifestyle you’ve been dreaming of– all while being a revolutionary in your industry.
You’re ready to become a self-assured CEO instead of panicking every time you look at your numbers.
That’s why business owners like you hire us.
Here’s the truth: you don’t need another financial professional to come in once a year and look at your business.
You need year-round, high-touch financial support to hit your business goals.
Financial consulting for the trendsetters, the trailblazers, and the disruptors:
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For the driven entrepreneur building a foundation for their empire
The Trendsetter
You’ve been in business for a few years now, and keeping track of your finances has been something you just keep pushing off your plate.
The longer you’ve been in business, the more you’re craving financial stability. A business that allows you to stop panicking when you get your tax bill, hire the team of your dreams, and finally start to pay yourself.
It’s time to build a solid foundation for your business.
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For the visionary ready to understand their finances
The Trailblazer
You’re ready to step into the role of CEO. You’re making big moves in your business– like hiring a team or contractors– and in your personal life (like buying your dream home or saving for retirement).
The one part that you don’t feel in control of: your business finances.
Even if you’re not a “money person”, your business finances can feel simple. With our personalized financial coaching and support, you’ll finally feel confident and informed to make your own business finance decisions.
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For the ambitious CEO ready to scale explosively
The Disruptor
You’re future-focused, driven, and ready to take your business to new heights.
You’re spending late nights and weekends trying to catch up with your finances… instead of focusing on the high-level tasks that you need to move the needle forward.
You can become the CEO you’ve always wanted to be and finally feel in control of your finances with high-touch, high-support financial consulting.
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VIP DAY
Business Blueprint Sessions
You’re not quite ready to hire a financial consultant year round– but you know you need more clarity with your business finances.
Trying to understand how much you can afford to pay your employees, properly price your offers, and what your revenue should be to afford the lifestyle you want.
Spend a day working 1:1 with Christy to plan for your next year in your business. You’ll laser-focus on 2-3 topics of your choice, such as tax preparation, improving your profit margins, or offer pricing.
You’ll walk away with a detailed plan for the next 6-12 months in your business finances.
Investment: $1500
Our Financial Philosophy
There is no shame in wanting more money.
You started your business to help people and grow your bank account. With us, you don’t need to feel apologetic about your massive goals. We’ll help you elevate your money mindset and motivate you to hit your financial goals.
There should be no big surprises in your finances.
Having a slow sales month or a low bank account balance doesn’t mean you should start panicking. We predict and prepare based on data so you can relax instead of selling offers out of scarcity.
Your business financial goals should be based on your personal life goals.
Whether you’re dying to move into your dream home, funding a jetsetting trip around the globe, or saving for retirement, your business should fund your personal dreams.
You can make ANY decision you want, but it MUST be informed.
You’re in the driver’s seat of your finances. We’ll make your numbers simple to understand so you can decide to hire a new team member or lease a new office space.
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Yes, we offer catch up bookkeeping with our packages for an additional fee!
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All clients get access to our secure client portal to message us any time! We also meet with our clients regularly, but frequency depends on the package. For entrepreneurs who want more personalized financial coaching, we offer Voxer consulting as part of our Trailblazer package.
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Of course! The Disruptor package is our most customizable package. If you have any other questions, please contact us!
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We do not offer tax filing for non-clients. We offer full-service, high-touch financial consulting services because we know how much it makes a difference to our clients and their businesses!
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We will always recommend the best and most affordable software options for your situation! Depending on your business’ needs, we may recommend software for bookkeeping and/or payroll returns. In some instances, we may recommend additional software for instances like sales tax or specific projects.
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We are based in Texas. As such, we serve US-based clients.
Let Our Clients Speak for Themselves
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Grace Torres
“Christy is so knowledgeable and personal! It really felt like she wanted me to fully understand all of the information she gave me. After my session, I finally feel like I have more of a grip on what I need to be doing tax-wise with the business as an S-corp. Providing real numbers and figures was so helpful for me too!”
Grace Torres
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Becca Wood
“I’m figuring out how to plan for my first maternity leave and felt really frustrated with the lack of information on the payment strategy side of things.
Christy made everything seem so simple. She was able to easily look at my finances and realize what needed to be done, and phrase it in a way that I could understand. I'm not someone who typically embraces numbers, so having her make this approachable and even simple was a game changer. She makes it easy to understand the actions that you need to take to be an empowered business owner. Walking away knowing I can take a fully paid maternity leave was better than my wildest dreams!”
Becca Wood, Becca Wood Design
