
The $9/month guided program that gives you clarity, confidence, and control over your business finances (without hiring a $500/month bookkeeper).

Googling “how to use QuickBooks” more than you’re actually using it
Feeling stuck between hiring an expensive bookkeeper or doing it all yourself
Wanting to feel clear, organized, and in control of your books — without the stress
Tired of losing weekends to confusing spreadsheets and YouTube rabbit holes
This membership is a flexible, beginner-friendly bookkeeping membership that grows with your business — and your questions.
You started your business to build something amazing. But somewhere between the excitement of landing clients and the chaos of running everything yourself, your finances became... a mess.
You're not sure if you're actually making money or just busy
Tax time makes you want to hide under your desk
You know you should be tracking things better, but where do you even start?
Every time you open QuickBooks, you feel overwhelmed and a little ashamed
You can't afford a $500/month bookkeeper, but you also can't keep winging it
Here's the truth: You're not bad at business. You just don't have the financial foundation that successful businesses are built on.
And every month you wait, the mess gets bigger. The decisions get harder. The growth you want stays just out of reach.
This isn't another boring bookkeeping course you'll buy and never finish.
It's a guided program with expert support that teaches you to manage your business finances like a CFO - with live guidance, a supportive community, and the exact tools you need to finally get clear on your numbers.
For just $9/month, you get:
QuickBooks for Beginners Course - 22 focused video lessons that you can watch at your own pace (valued at $297)
Monthly Live Q&A Sessions - Bring your real questions, get expert answers from a real bookkeeper (valued at $200/month)
Private Community Forum - Ask questions between calls, connect with other business owners doing the same thing
Growing Resource Library - Templates, checklists, and guides for every financial scenario
Quarterly DIY Diagnostic - Submit your books once per quarter and get a 15-minute video review showing you exactly what to fix (valued at $150/quarter)
Total value: $2,000+/year
Your investment: $9/month
You're past the startup phase but not ready to hand off bookkeeping entirely
You're doing your own books (or ignoring them) and it's causing stress
You want to understand your numbers without getting a degree in accounting
You're ready to stop feeling behind and start feeling in control
You want a CFO's clarity at a DIY price
You're already working with a bookkeeper you love (though they might appreciate the support!)
You want someone to do the work FOR you - that's what our 1:1 services are for (book a free consultation here)
You want to stay in the dark about your finances (no judgment, but we can't help)

After hundreds of conversations with small business owners over the years, I've seen the same pattern over and over:
Smart, capable entrepreneurs who are crushing it in their business... but completely drowning in their finances.
Not because they're bad with money. But because no one ever taught them the foundations.
I built The $9 Financial Foundation because I was tired of watching business owners wait until they were in crisis mode (or had a $10k cleanup bill) before getting help.
You don't need to hire me at $500/month. Not yet, anyway.
You need the foundations - and that's exactly what this program gives you.

The Foundations (22 video lessons):
Set up QuickBooks the right way from day one
Master bank reconciliation (so you're never guessing)
Categorize expenses correctly (avoid the tax-time scramble)
Read your Profit & Loss like a pro
The Ongoing Support:
Monthly live Q&As (bring your real questions, get expert answers)
Community forum (because someone else has probably asked your question)
Resource library (templates, checklists, and guides as you need them)
Quarterly DIY Diagnostics (submit your books, get personalized feedback)
The result? In 30 days, you'll go from "I have no idea what's happening" to "I know exactly where my money is going and what to do next."
The entire course is about 1 hour of video content. You can watch it all in one sitting or spread it across a few weeks - your call.
That's literally why we have monthly live Q&As and a community forum. You're never alone.
Yes. No hidden fees, no upsells. Just $9/month for everything listed.
Absolutely. No contracts, no commitments.
Perfect - that's exactly who this is for. We start from zero.
The foundations of bookkeeping work for every business - product, service, online, brick-and-mortar. If you make money and spend money, this applies to you.
Bring it to the monthly Q&A or post in the forum. I've seen it all, and if I haven't, we'll figure it out together.
Nope! They're recorded and posted in the community. Watch live or catch the replay.
