OrganizedBusinessFinances

Organized business finances without becoming a finance person

I help solopreneurs set up and organize their business finances so money feels manageable and clear instead of intimidating.

Book a Financial Reset Call

Trusted by early clients and solopreneurs who needed a clear system they could follow.

The Problem

For many people, their business started small or on the side. There wasn’t much reason to think about structure early on, and the financial setup never really caught up as things grew.• Client payments go into a personal checking account
• Expenses are spread across one or more credit cards
• Business and personal money are mixed together
• You deal with it at tax time by pulling statements and hoping for the bestOn top of that, many solopreneurs aren’t sure how to think about retirement when they work for themselves. Without a clear setup, it’s easy to spend what comes in and put long-term saving off indefinitely.Most people were never really shown how to set this all up, and over time that can turn into hesitation, uncertainty, or feeling stuck on where to begin.

We've always been two peas in a pod. circa 1998

Why I Do This

My journey started while helping my aunt—a veteran birth doula. She was a master of her craft, but her business foundations hadn't caught up to her success. I realized then that brilliant creators shouldn't have to be "finance people" to thrive, yet most solopreneurs were never taught how to actually "be" a business.I’m here to change that. I provide the systems, structure, and non-judgmental support you need to move from financial uncertainty to an organized foundation you actually understand. No lectures, just a system that works as hard as you do.

41M⁺

Self-employed individuals & solopreneurs in the United States

80%

All small companies are solo ran

42^%

SMB owners surveyed by QB had little or no financial literacy before launching

What I do

I help solopreneurs work through the financial side of their business with structure and support that actually makes sense for how they work.That means I guide you through:
• Separating business and personal finances in a way that actually makes sense
• Setting up the right bank accounts and credit cards for how you operate
• Creating simple, realistic rules for spending, saving, and paying yourself
• Understanding how your money flows so it’s easier to manage day to day
• Feeling more steady and less unsure when it comes to financial decisionsThe goal is a structure you understand and feel comfortable maintaining on your own.

The Solopreneur Financial Reset

A short, focused engagement to clean up and set up your business finances in a way that’s clear, manageable, and easy to maintain.The reset includes two one-on-one calls, time in between to design a clean financial structure for your business, and guided support as you implement it.What You'll Walk Away With:- A Custom Financial Roadmap: A visual guide of your new accounts and cash flow.
-The "Pay Yourself" Formula": Tailored rules for your monthly salary
-Your Tax-Ready Folder: A clean, organized digital system for receipts and documents saving your hours come tax time
-The Monthly Maintenance Checklist: A 15-minute routine to keep your system runningWe’ll look at how money is currently flowing, design a clearer account and cash flow setup, and walk through it together so you understand how it works and feel confident maintaining it.This is foundational setup and guidance, not bookkeeping or tax planning.

Most Financial Resets fall between $1,250–$1,750, depending on complexity.
Final pricing is confirmed after the initial conversation.

Start Your Reset

30-minute call to see if the Financial Reset is a good fit. No pressure.

Care-based & Service Professionals

doulas, therapists, coaches, bodyworkers, nutritionists

Independent Consultants & Freelancers

consultants, strategists, designers, developers, marketers

Creators & Online Business Owners

influencers, content creators, educators, digital product sellers

Organized Business Finances

Organized Business Finances provides financial systems consulting and organizational support. I am not a Certified Public Accountant (CPA), Enrolled Agent (EA), or Attorney. The information provided is for educational and organizational purposes only and does not constitute tax, legal, or investment advice. Please consult with a licensed professional regarding your specific tax or legal situation.