Behind on Bookkeeping? Unsure Where to Start? Let’s Build Your Foundation.
The Preparation Path is for business owners who are done avoiding their numbers and ready to build lasting financial habits.
You might be juggling receipts, guessing your profits, or dreading tax season because nothing is organized.
If your finances are scattered, months behind, or you have been avoiding your finances altogether — you are not alone.
The Preparation Path is designed to help you stop putting off your finances and start building consistent financial habits with structure and support.
We guide you step-by-step through simple tools, setup, and habits that bring clarity and confidence — so your finances stop being a burden and start becoming a powerful decision-making tool.
How the Preparation Path™ Helps You Get Financially Organized
We don’t just tell you to “get organized” before we can work with you — we walk with you step by step as you build simple, reliable systems that work in real life.
✅ Financial Review
We assess where you stand today and what’s needed to move forward — no judgment, just clarity.
✅ Custom Tracker Setup
You receive a done-for-you tracking system built in Excel to help you monitor income, expenses, and documentation without the overwhelm of accounting software.
✅ Separation & Structure
We help you separate personal and business finances, create simple filing systems, and establish the habits needed for audit-ready tracking.
✅ Monthly or Quarterly Bookkeeping
Stay on track with consistent, reliable bookkeeping moving forward.
✅ Quarterly Check-Ins
We review your tracker, identify red flags, and provide clear next steps to keep you aligned with tax-time goals.
✅ Secure Client Portal
Work with us for support or tax prep? You’ll get access to a secure portal where you can upload documents, complete tasks, and track your progress — all in one place.
✅ Optional Year-End Tax Prep
When ready, we offer tax preparation services to help you file with confidence — no scrambling required.
✅ Support to Transition Forward
When you are ready for full bookkeeping or QBO setup, we guide you into the Compliance Path with a clear transition plan.
Each service on the Preparation Path is designed to help you get organized, build essential routines, and finally feel in control of your finances — without the overwhelm.
The Preparation Path™ is for business owners who:
Don’t have a current bookkeeping system — or have been piecing things together on their own
Feel overwhelmed by receipts, statements, or the idea of getting financially organized
Want to stop avoiding their finances and start tracking things the right way
Know they will need full-service support eventually — but want to get structured first
Most programs stop at telling you to catch up. The Preparation Path™ helps you catch up — and move forward with confidence.
By the time you finish the Preparation Path, you won’t just have a pile of receipts sorted or an expense tracker filled out.
You will have:
✅ Simple, reliable systems that you actually use
✅ Clear financial routines that support tax-time readiness
✅ Personal and business finances fully separated
✅ A plan to move forward into full-service support when you are ready
No more avoidance. No more overwhelm. Just a clear path forward — built on habits you can stick with.
Ready to Get Things in Order?
Don’t wait for the “perfect” time to get financially organized. Let’s take the first step together.
