We currently have 2 joint offerings:

360° Financials

Many business owners need even more support managing their personal finances. With our 360° Financials offer, we help you create healthy boundaries between your business and personal finances, while providing support and accountability to reach your goals in both domains.

The foundational offering:
Jen guides you through an initial assessment of personal net worth, income, and expenses, and identifies key next steps for a thriving financial life. After the personal assessment, Jen compassionately keeps you accountable with monthly meetings aimed at helping you develop effective habits for money management.  

Kendall and her team follow a similar business assessment during on-boarding, and manage your business finances for you. 

Then, Jen and Kendall meet with you for an additional monthly call to integrate your goals and needs. This power hour teams you up with two expert strategic accounting partners who support you in developing and pursuing the best strategies to achieve your goals.

This offering is customizable based on your situation and needs, and starts at $650/month.

Small Business Finance Speaking Events 

Kendall and Jen are sought-after speakers, individually and as a team. Reach out if you’d like to bring our shared expertise in bookkeeping, accounting, and business strategy to your business or coaching group. 

“Even though we were talking about many different aspects of business finance, you provided such valuable information, explained it all so well, and made it approachable for us “lay” people.”