Anyone running a solo or small business who wants to actually understand their own finances. The course was originally built for women-owned businesses (because that's most of who I work with), but the material works for anyone — coaches, photographers, designers, service providers, consultants, healers, writers — basically anyone who runs the whole thing themselves and is tired of feeling lost about their numbers. The sweet spot is solopreneurs making between $50K and $300K who don't have a bookkeeper yet, or who do have one and have no idea what their reports are saying or how much money they actually have.

If you're at multiple six or even seven figures with employees, contractors, and inventory this isn’t for you. If you're somewhere between "scrappy side hustle" and "real grown-up business with real grown-up money to keep track of," you're in the right place.

You're going to fall behind at some point. Life happens. A kid gets sick, a client needs something urgent, you go on vacation. That's normal — and it's why I built this the way I did.

You have lifetime access to the course materials — the videos, the cheat sheets, the templates, the spreadsheets. All of it. So if you fall behind during the 12 weeks, you can come back to it anytime and pick up where you left off.

The 12 weeks of live Office Hours is the part that's time-bound — and that's intentional. The container is what gets this big, messy, overwhelming thing off your to-do list. The pace keeps you in it. But if you genuinely can't keep up during the cohort, you don't lose the course. You just finish at your own pace afterward.

Once you enroll in the course, you’ll receive access to a private calendar with all the upcoming Office Hour dates. These bi-weekly Q&A calls are held on Zoom, and you’ll get the link as soon as you sign up. You can attend live, ask your questions in real time, or catch the replays if you can’t make it.

Yes — in two ways.

The first is Office Hours. That's where I'll work through your specific question with you, walk you through your QuickBooks setup if needed, and help you unstick whatever's stuck.

The second is the course portal. You can drop questions in there anytime during the 12 weeks, and I'll answer them. So if it's Tuesday afternoon and you're trying to categorize a weird Stripe deposit and Office Hours just ended, you don't have to wait a full week. Drop the question and I'll get to it.

Yes. The whole course is built around QuickBooks Online specifically — that's the version we'll be using together, and it's what most solo and small businesses are best served by.

If you don't have it yet, that's fine. I'll show you exactly what to sign up for and get you set up the right way from day one (you'll save yourself a lot of cleanup later by starting fresh inside the course). And as a ProAdvisor, I can get you a discount on your QuickBooks subscription — details inside the course.

If you already have QuickBooks Online, even better. We'll pick up where you are and clean up whatever needs cleaning.

You keep the course. The videos, the cheat sheets, the templates, the spreadsheets — all of it stays in your Kajabi account for as long as the course exists. You can come back whenever you need a refresher.

The live Office Hours wrap up at the 12-week mark, but by then, you'll have what you need: a banking system that runs itself, books you understand, and reports you can actually read. Most people don't need ongoing live support after that — they need it during the setup phase, which is exactly what these 12 weeks are for.

If you want continued access to live support after the cohort ends, I'll have options available — but you don't have to commit to anything to take this course. The 12 weeks are designed to get you fully set up and self-sufficient.

All sales are final. Boss of Your Books is a digital product and you get forever access the moment you enroll — so refunds aren't something I'm able to offer. If you're on the fence, send me a message before you buy. I'd rather answer your questions upfront than have you second-guess it after.

A couple of things worth knowing: this course comes with handouts and resources that are useful on their own — you don't have to watch every single video to get value out of this. And the videos are titled so you can come back to exactly what you need, whenever you need it. Hired your first contractor and not sure about 1099s? There's a video for that. Wondering if it's time to switch to an S-Corp? There's a video for that too. This isn't a course you watch once and forget — it's something you'll actually come back to as your business grows.

And if you get in there and find you want a little more hands-on support to get going, I do offer a 1:1 add-on for extra accountability and guidance. Just reach out and we can figure out if that's the right fit for you.