I will do a business financial review and build your tracker
Certified Life and Leadership Coach
About this Gig
Starting a business is exciting, but the financial side can feel overwhelming fast. Between taxes, deductions, and tracking every expense, it's easy to lose sight of where your money is actually going.
I work with early-stage entrepreneurs and small business owners who want clarity on their finances without becoming an accountant themselves. In a focused one-hour session, we walk through your numbers together, break down your taxes and deductions in plain language, and build you a personalized expense tracker designed around how your business actually runs.
What you get:
A one-hour walkthrough of your business finances and taxes
Plain-language guidance on deductions specific to your business
A personalized written guide you can keep
A custom expense tracker built for how you actually operate
A 30-minute follow-up call two weeks later
Direct access for quick questions in between
This isn't generic advice. Every guide and tracker is built for your business, whether you run a service, a shop, or something more hands-on like production work.
Whether you're just starting out or have been running things for years, you'll leave with real clarity on where your money goes.
Business Stage:
Pre-Seed
•
Seed
Language:
English
•
Spanish
Plan format:
Excel spreadsheet
•
Industry:
Business, Finance & Law
•
Versatile
FAQ
Is this only for businesses that are already up and running?
Not at all. Most of my clients are early stage entrepreneurs who are just getting started and want to set up good financial habits from day one. If you already have a business running, this works just as well.
What if I need help with company formation too?
Message me before ordering. I offer a Guided package that includes company formation guidance alongside the financial review for a higher flat rate, and I will confirm the details with you first.
What if I am not happy with the tracker or guide?
Your package includes a revision, so we will adjust the tracker or guide together until it actually fits how you work. My goal is a tool you will keep using, not just a one time file.

