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Empower Your Finances
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Take Control of Your Future!
Your business deserves clarity, strategy, and growth. Choose the financial guidance you need to scale with confidence.
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Ready to make more money, pay less in taxes, and master your cash flow?
Whether you need a quick clarity session, a fast-track reset, or a custom 90-day game plan, I’ve got you covered with tailored financial services designed for ambitious solopreneurs like you!
Eliminate confusion.
Optimize your finances.
Build a stronger, more profitable business.
Choose the offer that meets you where you are today, and let’s take your business to the next level together!
Financial Clarity Intensive
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Your Shortcut to Financial Clarity in Just 60 Minutes
Perfect For: Business owners who need clarity on taxes, cash flow, or bookkeeping.
What You Get:
A pre-session financial intake form to identify your biggest financial pain points.
60-minute live Zoom session.
Personalized 30-day financial action plan with actionable takeaways.
7 days of follow-up support to implement your plan.
🌟 Limited Availability: ONLY 3 slots available per month.
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$498 (One-Time Payment)
Invest 60 minutes to gain clarity and uncover actionable strategies that could save you thousands.
This session provides:
A personalized review of your finances and taxes.
Quick wins to improve cash flow and profitability.
Expert guidance tailored to your unique business needs.
🌟 Why It’s Worth It:
You’ll walk away with actionable insights and a clear plan to optimize your finances, helping you make smarter money moves immediately.
30-Day Financial Reset
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A Full Financial Cleanup to Reset Your Books & Optimize Cash Flow
Perfect For: Entrepreneurs who need quick results in cleaning up and fixing their finances.
What You Get:
Financial health audit (6-12 months of bookkeeping).
Categorization and cleanup of past transactions.
A prioritized tax and cash flow optimization strategy.
60-minute wrap-up strategy call.
15 additional days of post-service email/Slack support to ensure a smooth implementation.
🌟 Limited Availability: 3 slots per month.
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$1,500 (One-Time Payment)
In just 30 days, we’ll clean up your books, identify cash flow leaks, and create a solid financial foundation for your business.This package includes:
Up to 3 months of bookkeeping catch-up & cleanup.
A tax-saving strategy designed to reduce what you owe.
A clear action plan for sustainable profitability.
🌟 Why It’s Worth It:
Think of this as a complete financial reset—giving you peace of mind, organized books, and a roadmap to keep your business on track.
90-Day Financial Game Plan
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our Personalized Financial Roadmap for 3 Months of Success
Perfect For: Business owners who want a long-term, actionable plan to scale their finances.
What You Get:
Deep-dive financial review.
Custom 90-day roadmap with clear priorities.
2 monthly strategy check-ins (30 & 60 days).
60-minute final review call with next-step recommendations.
30 additional days of post-service email/Slack support so you can continue to see results consistently moving forward.
🌟 Limited Availability: 3 slots available every 90 days
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$2,000 (Pay-in-Full) or 2 Payments of $1,000 (Split Payment Plan)
Over 90 days, we’ll build a custom roadmap to streamline your finances, maximize profits, and scale your business.This package provides:
3 expert-led strategy sessions (including a deep-dive review).
A fully customized 90-day roadmap for your finances.
Ongoing support to ensure you stay on track and achieve measurable results.
🌟 Why It’s Worth It:
This is more than a financial review—it’s a step-by-step plan to elevate your business with expert guidance every step of the way.
💡 Not sure which offer is best for you? Scroll down to FAQs or reach out for guidance.
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FAQs
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If you need quick, actionable financial insights and recommendations, the Financial Clarity Intensive is the best option.
If your finances are disorganized and you need professional cleanup, the 30-Day Financial Reset is ideal.
If you want a comprehensive, step-by-step plan to scale your finances and business, choose the 90-Day Financial Game Plan.
Not sure? Email me at erica@ericamariefinancials.com to discuss your needs.
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Financial Clarity Intensive: Includes 7 days of email support for follow-up questions about your action plan.
30-Day Financial Reset: Includes 15 days of email or Slack support after the reset to help you implement the changes.
90-Day Financial Game Plan: Includes 30 days of email or Slack support after the program to guide you through implementation and next steps.
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Results depend on your specific needs and how quickly you implement the strategies we create together. Many clients see immediate improvements in clarity, cash flow, and financial confidence after their chosen service.
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Yes, you can! Feel free to start with the Financial Clarity Intensive to gain insights and then move on to the 30-Day Reset or 90-Day Game Plan for more in-depth support. Each offer is designed to complement the others.
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Yes! Once you book, you’ll receive an intake form to provide important financial details (e.g., bookkeeping system, revenue, expenses). If you use software like QBO or Xero, I may request temporary accountant access. This allows us to maximize our time together.
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Yes! The 90-Day Financial Game Plan offers a split payment option (2 payments of $1,000). You can select this option by clicking the button labeled “Split Payment” when booking your package.
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The 30-Day Financial Reset covers up to 3 months of catch-up work. If additional months are needed, they can be added during at a customized per month price based on the complexity, scope, and other factors. We’ll discuss this during your initial review to ensure your needs are met.
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You can reschedule your appointment up to 24 hours in advance using the confirmation email you receive after booking. Missed appointments or last-minute cancellations may result in forfeiting your session.
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If you don’t see your question answered here, feel free to email me at erica@ericamariefinancials.com. I’m happy to help!