6 Session One-to-One Coaching Program

From budgets and banking,

to bookkeeping and tax savings...

 

I'm here to set you up so you can run your own books and feel good doing it.

 

My 6 session 1:1 coaching program is specifically designed for woman business owners who want to handle their own books (at least for now) and want a tried- and-true, easy-to-learn system to correctly and confidently:

🌿Organize & budget business $$

🌿Save & prepare for taxes

🌿Know how & what to pay yourself 

TELL ME MORE
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Doing your own books can feel chaotic and overwhelming.
  • That little voice in your head says you're do it wrong
  • You're afraid you'll end up in trouble with the IRS
  • It's hard to know what's "yours" in the bank account
  • You stick your head in the sand when you hear the words accountant or taxes
I'm Here to Change All That
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Helping you to take charge of your budgeting, expenses and cash flow

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Teaching you a tried-and-true system to easily save for taxes, and pay yourself

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Empowering you to learn and understand software and bookkeeping skills  

It's time to be the BOSS of your business money!
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In just 6 one-to-one trainings, you'll:
🌿Develop your customized "banking-and-budgeting-in-one" system with Relay Banking that makes organizing your money a snap
🌿Get hands on training with your own Quickbooks Online software, at a special discount price, so you can master bookkeeping and Quickbooks skills that are specific to your business needs
🌿Learn how to use business reports, simple tax strategies, tips to save on payment fees, make the most of high interest earnings, and be oh-so-ready for tax time
🌿Discover the benefits and drawbacks of being an LLC vs a S Corp, and how to run payroll yourself when the time comes
🌿Have a certified Quickbooks ProAdvisor and Professional Bookkeeper, with a Masters in Education ( that's me by the way! ) KEEPING YOU ACCOUNTABLE...customizing the classes, assigning hands-on homework, and supporting you via Voxer up to 3 months AFTER class wraps!
YES, THIS IS EXACTLY WHAT I NEED!
LET'S DIG INTO THE DETAILS
Go from "What is happening??!!" to Total Money Boss
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MONTH ONE: Budgets & Banking

Know Where Your $$ is Going and What to Do With It

Let's tackle that chaos head-on:

  • You'll stop guessing and start knowing what to pay yourself (no more "is this mine of taxes?" panic every time you open your bank app)
  • We'll clean up your one giant bank account mess by setting up a simple system to automatically save for taxes, expenses, and profit... so you'll never be surprised by a tax bill again
  • We'll walk step-by-step through your Relay business banking set up, so you'll finally feel like a legit CEO (not a hot mess with a Venmo history you pray no one ever audits)
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MONTH TWO: Quickbooks & Bookkeeping

Stop the "Am I Doing This Right?" Spiral

 Now to get your books in order... without the overwhelm:

  • You'll finally set up Quickbooks the right way for your business...even if you've already paid for it and never opened it (no judgement)
  • I'll teach you what goes where so you can confidently track income, expenses, and even get credit for that personal money you've used for  your business, without second guessing every click
  • You'll learn how to legally write off things you're probably paying for anyway (like your home internet) and use the tax perks that exist for people like you
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MONTH THREE: Reports, Taxes & Back Office

Making Smart CEO-Level Money Moves

It's time to level up:

  • Learn how to read financial reports so you can spot red flags (like overspending) and make tax-smart decisions throughout the year 
  • Understand how an S Corp differs from an LLC, if it makes sense for your business, and what to do before making the switch (so it doesn't cost you more than it saves)
  • Get the scoop on back- office essentials: how to file 1099s, run payroll, and when it's time to outsource your books without getting burned
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BONUS

I Won't Leave You Hanging 

THREE MONTHS of Continued Voxer Support  

You'll get three months of ongoing voice note and email support while you practice and implement your new Boss skills. 

Got a weird situation pop up?

Need a second opinion before you pay yourself or file something?

I'll just be a voice note away.

Plus: You'll also have lifetime access to any worksheets, spreadsheets, videos, and tools so you can come back and refresh anytime you need a bookkeeper pep talk. 

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You deserve everything you put your mind to and I'm going to help you get there...
Meet Your Coach...

 

Hello friend!  I'm Nichole Shepherd and I'm the owner of Grow Well Bookkeeping LLC, a bookkeeping business I launched a few years ago.  Being an entrepreneur and starting my own business was definitely not something I originally dreamed of.  I actually graduated with a Master in Education from the University of Minnesota and had planned to be an elementary school teacher.

After my first baby, I knew I wanted to be home with them, so I ended up leaving the workforce to be a stay at home mom to my 5 kids for 18 years!  When my youngest started school, I had a decision to make, go back to teaching or reinvent myself.

I chose the latter and felt inspired to help other women be able to reinvent themselves.

I became passionate about learning, sharing and supporting women in reliable pathways to success. 

Whether you are just starting out and unsure where to begin or you're business is long overdue for a money overhaul,  I can help you be the money boss you were meant to be!  

SEE WHAT PAST CLIENTS ARE SAYING!
The results speak for themselves...
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"Nichole is terrific to work with.  I started as a bookkeeping novice for my new LLC and she gave me the tools, and dare I say skills, to make me comfortable with how to go about keeping my own books.  She's incredibly available and easy to talk to, and she answers even the silliest question ( which I'm sure I asked many) with respect and kindness.  I absolutely recommend Nichole and her DWY Money program!" 

 

Lindsay D, Owner of LD Copywriting

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NAME HERE

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"Nichole is fantastic to work with!  Very knowledgable and put my mind at ease.  She was able to explain things simply and provided excellent training so that I feel 100% confident handling my books."

 

Piper W, Owner of Piper Watson Pivot Coaching

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"Working with Nichole is a masterclass.  I feel equipped to no only understand and do my books, but she helped me develop a manageable system to have clear and accurate visibility into my business finances.  She is kind, an expert, and brought coaching elements into our time together as well.  She is an asset that I wish every entrepreneur had access to."

 

Lisa S, Owner of Lisa Shires Coaching

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"As a small business owner, I needed help getting everything organized and learn how to handle the financial aspects of my business.  Nichole made it easy to learn and integrate.  She was always so responsive to my questions ( even the repeated ones!)  She made videos when it was easier and always followed up.  I now feel confident that I can operate my business  and understand what the numbers mean!"
 

Maleah W, Owner of Inner Spiral Wellness

Ready to be the boss of your business $$?
YES I AM!
LET'S WRAP IT ALL UP...
Here's what you get:
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SIX 1:1 Zoom Coaching Meetings with Nichole, PLUS Unlimited Voxer Coaching for 6 Months

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Hands-On, Customized Practice Homework Between Each Session to Help Master Skills Taught
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LIFETIME Access to all Agendas, Spreadsheets, and Handouts Used and Created During the Program
CHOOSE THE PAYMENT OPTION BEST FOR YOU:

BEST VALUE

$2700

One Payment

SCHEDULE YOUR FREE INFO CALL NOW!

LOW MONTHLY

$933/mo

3 Monthly Payments

SCHEDULE YOUR FREE INFO CALL NOW!
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Frequently Asked Questions