THE GROWTH STRATEGY + BOOKKEEPING PACKAGE
Practical clarity for creative business owners who want to spend smarter and grow with confidence.
The Growth Strategy + Bookkeeping Package
$7500+
Clarity isn’t just creative. It’s financial.
Most creative business owners aren’t stuck because they lack passion or ideas. They’re stuck because their strategy and their spending aren’t working together.
This package brings your business into full focus—from your goals to your books—so you can grow with confidence, not confusion.
You’ll walk away with:
A clear-eyed strategy rooted in your actual numbers
Organized books that reflect how your business truly runs
Real systems for making smarter decisions moving forward
It’s not just about strategy.
It’s about the right strategy—for the way you work, spend, and grow.
Your Investment Includes:
A strategic 2-hour session to align your goals, spending, and next steps (with Jenna)
A short, customized growth roadmap so you can stop wasting money and start growing with clarity
Full QuickBooks Online setup + cleanup (by Craig)
Collaboration with your tax accountant (if needed)
One full year of professional bookkeeping
Quarterly Reports (delivered via email)
Optional quarterly performance check-ins for interpreting your numbers + adjusting your plan (available separately if you want strategic support interpreting your numbers and adjusting your plan)
Why This Matters:
Because scattered spending drains energy, money, and momentum
Because a strategy that ignores your financial reality won’t work
Because when your systems and goals finally click, growth feels possible again
This isn’t just a financial service. It’s your business foundation—built to support what comes next.
Ideal For:
Creative business owners with big dreams and messy books
Boutique brands who want structure without giving up soul
Founders who want to make smarter, more confident decisions
Businesses ready to invest in growth that’s smart, sustainable, and strategic
How It Works:
Phase 1 – QuickBooks Setup + Financial Review
Craig starts by setting up (or optimizing) your QuickBooks account and organizing your books. Once the financials are accurate and up to date, Jenna conducts a strategic review to identify growth opportunities, spending gaps, and what’s holding you back.Phase 2 – Growth Strategy Session
You’ll meet with Jenna for a 2-hour session to clarify your goals, align your spending, and identify your next strategic steps. You’ll receive a short, customized roadmap to help guide your decisions moving forward.Phase 3 – Monthly Bookkeeping
Craig provides professional monthly bookkeeping for 12 months—so you always have clear, organized records and reliable data for decision-making.After your first year, you can:
→ Renew the full package annually, or
→ Continue with monthly bookkeeping starting at $500/monthOptional Add-On:
Quarterly check-ins are available for $750/session if you’d like continued guidance on interpreting your numbers and refining your plan.
Why It’s Worth the Investment:
Because most creative businesses don’t fail for lack of talent or effort—they get stuck because their strategy and finances aren’t working together.
Because smart decisions start with clear data—and most business owners are flying blind.
Because without a plan that reflects your real goals, resources, and operations, growth becomes chaotic instead of intentional.
This package gives you the financial visibility and strategic clarity you need to stop second-guessing every move—and start running your business with confidence.
Investment: Starting at $7,500
Final pricing based on business size + complexity.
Payment plans available.
Let’s connect your message and your money—so you can make smarter decisions and grow with confidence.
Are You Ready?
Let’s bring your message and your money into alignment—so you can grow with clarity.
YOU DON’T NEED ANOTHER BIG IDEA. YOU NEED A PLAN THAT ACTUALLY WORKS.
Most creative business owners aren’t stuck because they lack vision—they’re stuck because their goals, systems, and spending aren’t working together.
This isn’t a template or a quick fix. It’s real support from a growth strategist and a professional bookkeeper—designed to help you see the full picture and make smarter decisions across your business.
You’ll walk away with clarity, financial insight, and a focused plan you can actually follow.
No more scattered ideas. No more second-guessing. Just a business that finally makes sense.
FAQs
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The initial strategy consult happens after your books are cleaned and ready—usually within the first month. From there, you’ll receive ongoing monthly bookkeeping for the next 12 months, with clear reporting delivered each quarter.
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No problem. Craig will get everything cleaned up and transitioned into QuickBooks Online as part of the package. You don’t need to be “ready”—you just need to be open to getting things in order.
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You’ll get a custom strategic review focused on how you’re showing up, what’s working (or not), and how your financial decisions are impacting your marketing results. We’ll help you spot waste, redirect resources, and move forward with a clear, aligned plan.
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Yes! You’ll have the option to renew the full package annually or continue monthly bookkeeping with Craig starting at $500/month. You can also book quarterly check-ins with Jenna if you want continued strategic support.
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It might be! We’ve worked with clients who just needed alignment between departments—or who were ready to reevaluate what was and wasn’t working. This package is best for creative business owners who want strategy and structure working together in one place.
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The $7,500 price covers most creative businesses with a standard monthly transaction volume. If your business has a higher level of complexity—like managing multiple revenue streams, high-volume receipts, or international transactions—your total may be higher.
We’ll assess this together before we begin, based on the number of accounts, platforms, and receipts Craig will need to process each month. You’ll always receive a clear estimate up front—no surprises.
This package is designed to reflect the real workload behind the scenes, so your books stay clean and your financial systems stay sustainable.