Phase 01 · Look
Before anything changes, we need to see what’s actually there. This is the clinical assessment moment. No judgment, no panic. Just an honest look at where things stand — however long it’s been, however tangled it is. Most clients have been avoiding this moment for months. This is where the relief starts.
You feel seen. Not judged.
Phase 02 · Clear
The chaos gets a structure. Mixed expenses get separated. Tangled months get untangled. The mess that felt too big to face becomes a clean, organized foundation — built methodically, without drama. This is your Books Reset in action.
You feel relieved. Like something heavy just lifted.
Phase 03 · Translate
This is the part most bookkeepers skip. Your reconciled books become a plain-language monthly summary that tells the story of your month — what happened, what it means, and what to pay attention to. Not accounting language. Not financial jargon. The story of your business, written the way I’d explain it on a call.
You feel informed. Actually in control.
Phase 04 · Stay
The ongoing practice that keeps the clarity compounding. Your books are current every month. Tax season becomes a handoff. Big decisions become data-backed. The financial version of yourself you’ve been building toward becomes who you simply are.
You feel like the CEO you already are.
Offer description
A paid diagnostic review of your last three months of finances. You get a 30-minute call walking through exactly what the numbers are showing — in plain language, no jargon — and a written summary you can act from. No judgment. No commitment beyond this. Just clarity.
How it works
Book and complete a short intake form
Laura reviews your last three months of actual books before the call — QuickBooks access or bank statements and payment platform records
30-minute call walking through exactly what she found, in plain language
Written summary sent after the call
What you’ll have when we’re done
A clear understanding of where your finances actually stand — not approximately, actually
Which gaps are costing you most — so you know exactly where to focus first
A specific next step based on your actual numbers — whether that’s a cleanup, a system, or just knowing the number for the first time
The Books Reset
A one-time cleanup for books that are behind, tangled, or never quite right from the start.
WHO IT’S FOR
The Books Reset is for the wellness coach who knows her books are a mess — maybe from the beginning, maybe from a rough year, maybe because life happened and the financial side just got away from her. She’s ready to face it. She just needs someone to go in with her.
This is also the best place to start if you’re not sure you’re ready for ongoing support. It has a defined beginning and end, which makes starting feel possible instead of overwhelming.
WHAT’S INCLUDED
Full review of historical transactions — however far back we need to go
Separation of personal and business expenses
Accurate categorization of all transactions
Corrected, organized books ready for ongoing maintenance or tax prep
A plain-language findings summary — what was there, what was fixed, what to know going forward
A 20-minute review call to walk through everything together
INVESTMENT
Starting from $500 · Final price determined after a brief discovery call based on scope and how far back we need to go.
This is the thing you’ve been putting off.
Let’s just do it.
Ongoing bookkeeping for coaches who are done guessing and ready to actually know their numbers — every single month.
WHO IT’S FOR
The Monthly Clarity Retainer is for the wellness coach who’s active in her business, has income coming in, and knows she needs to get this handled — but keeps putting it off because it feels too big. She’s ready to hand it off completely. And she wants to actually understand what she’s handed over.
WHAT’S INCLUDED
Monthly reconciliation of all accounts
Plain-language monthly summary — what happened, what it means, what to pay attention to
Monthly 15–20 minute check-in call — for decisions, not just report reading
Year-round email support between calls
Books always current and ready for your accountant
Expense categorization specific to the wellness industry
INVESTMENT
From $350/month · Billed monthly. Final rate confirmed after discovery call.
"This is how you stop starting over every January."
Ready to stop guessing?
Let’s talk about what your books need and what working together could look like.
Davis Bookkeeping | Financial Clarity for Health & Wellness Coaches
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