THE FINANCIAL ALCHEMIST
You didn't start a business to live inside a spreadsheet.
Let's figure out what your numbers are actually trying to tell you.
We don’t just manage your bookkeeping, we build intentional, intuitive partnerships that honor your energy, your capacity, and your vision. Through honest conversation and conscious strategy, we co-create financial systems that reflect who you are and what you’re building. It's not just what a spreadsheet says it's about building a business that fits your brain.
Because accounting, when done right, isn’t just data. It’s a mirror and it should reflect the space you've created for what matters most.
Our approach blends accounting, mindset, and resource management into one living system designed to work with all parts of you: mental, emotional, physical, spiritual, and financial. The goal isn't pretty books it's a business you can lead with confidence, make real decisions in, and grow without it costing you everything else.
STRATEGY
You’re not bad at business. You’re just trying to run it with a brain that was never built for boring spreadsheets and corporate checklists.
You've got clients, ideas, big-picture dreams. But the backend is where it falls apart. The bookkeeping, the follow-up, the systems you keep meaning to build. Not because you can't. Because nobody built them with you in mind.
You’re not broken. You’re overloaded.
We look at what's already working and what's quietly holding you hostage. Then we build around your actual capacity. Not the capacity you wish you had on a good Tuesday. The real one.
We're not here to make you more productive so you can burn out faster. We're here to make your business work better so you can rest. Lead. Grow. Pivot. Breathe.
This is accounting and strategy for the way your brain actually works. Let's get to it.
Service Categories
ACCOUNTING
PARTNERSHIP
Services to Include:
Monthly Reconciliations
Compliance Reporting
Customized Reporting and Financial Statements Budgets and Financial Forecasting
Fixed Asset Management
Payroll Partnered with Gusto or QBO
COACHING
PARTNERSHIP
Unlock your full potential with personalized one-on-one weekly coaching. Together we will...
Craft a compelling financial vision
Shift your money mindset
Foster accountability
Develop sustainable habits
Make informed, data-driven decisions
ADVISORY &
EDUCATION
Already have an accounting team? This is a client-growth focused service where we get a deeper understanding of your dreams for your business to manifest your vision into reality with our knowledge, and your team! Remote and On-site QuickBooks support for you or your whole office is also available!
Accounting Partnership Options
Built to fit the human behind the business owner hat.
With an accounting partnership, get access to our Money Mind Games Vision Journal!
BASIC
ACCOUNTING
INTERMEDIATE
ACCOUNTING
ADVANCED
ACCOUNTING
$500/mo
Up to 100 Transactions
Payables and Receivables Reality Check
Money Mentor Monthly
In-House Bookkeeper Booster Shot
Reports you will actually want to read, and understand
$800/mo
Up to 300 Transactions
Paperless Payables
Custom Software Integrations
In-House Bookkeeper Support
Detailed Reporting
Weekly Update & Troubleshooting
Anomaly Alerts
$1,000/mo
Over 300 Transactions
Payables Management
Software Management
Monthly Audit, Oversight & Transfers
Financial Reporting & Forecasting
Weekly Update & Support
Have less than 100 Transactions a month? We have a Simple Accounting Partnership for $350/mo!
All Accounting Partnerships Come with
FREE Tax PRE-Prep Package.
Tax returns cost so much to prepare because of all the work that goes into getting things together. We take that time and expense out of it to save you money at tax time! We put together the work papers, tie outs, and proof your CPA or Tax Preparer needs to do their due diligence, and we get you ready for that conversation too!
Accounting Partnerships
GET RID OF FEELING STUCK AND GET INTO
WORKING ON YOUR BUSINESS.
Simple Accounting - $350/mo
Less than 100 transactions a month? This might just be the partnership for you!
Basic Accounting - $500/mo
Transaction Taming:
We update up to 100 transactions a month across 1 bank account, 1 merchant account, 1 credit card, and 1 loan. You can stop chasing receipts and start chasing dreams.
Payables & Receivables Reality Check:
We scan your incoming and outgoing cash flows like a hawk with a calculator.
Money Mentor Monthly:
Got questions? Your bookkeeper gets answers via email, phone, or in-person pep talks.
Bookkeeper Booster Shots:
We double-check your in-house bookkeeper's work monthly (if you have one). Think of it as a financial second opinion with a friendly face.
Reports You’ll Actually Want to Read:
Beautifully simple reports that highlight what’s working, what’s weird, and where your money went to play.
Intermediate Accounting - $800/mo
Transaction Tracking:
Up to 300 transactions per month across 2 bank accounts, 2 credit cards, 2 merchant accounts, and 2 loans—recorded accurately, reviewed weekly, reconciled monthly.
Paperless Payables:
Supplier invoices and receipts are pulled in and recorded through online software. No paper piles. No mystery charges.
Data Feed Maintenance:
We keep your accounting software integrations running smoothly, so nothing gets lost between platforms.
In-House Bookkeeper Support:
We review their work, provide regular guidance, and catch issues before they snowball.
Detailed Reporting:
Income statements, balance sheets, cash flow summaries, and budget variance reports (if needed), all formatted for easy understanding and better decision-making.
Weekly Updates & Troubleshooting:
We don’t wait until month-end. You get support throughout the month to keep things clear and current.
Anomaly Alerts:
something doesn’t look right, you’ll hear it from us first—with options, not just warnings.
Advanced Accounting - $1,000/mo
Transaction Recording:
301+ transactions across 4+ bank accounts, 3+ credit cards, 2+ merchant accounts, and 2+ loan accounts received timely, consistently, with clear communication weekly, and reconciled monthly.
Paperless Payables Management:
Importing invoices and receipts directly into your accounting software
Maintenance of Data Feeds:
Between your accounts, apps, merchant services, and your software, so everything syncs the way it should!
Monthly Audit and Oversight:
On-call weekly support and guidance as needed for your in-house bookkeeper’s work. We'll visit to observe, record, and provide feedback on processes.
Financial Reporting That Makes Sense:
Income statements, balance sheets, cash summaries, and cash-flow forecasting to get ahead of the game and know what's in the bank 6 months ahead of time.
Weekly Updates:
On bank activity, AP and AR reviews, and reporting that keeps everyone on the same page, with weekly quality control and meetings with your dedicated bookkeeper.
Troubleshooting:
Error-checking, and proactive flagging of any unusual activity. We are your dedicated support for your accounting software and can submit technical support on your behalf if we cannot resolve it!
A monthly transfer report:
Detailing activity across restricted, savings, and operating accounts
Weekly support:
For your team—email, phone, or in-person visits to work through questions and concerns
Software Partnership
Tools That Work for You, Not the Other Way Around
We understand that managing finances and payroll can be overwhelming. That’s why we’ve partnered with QuickBooks Online and Gusto to provide you with tools that are both efficient and supportive.
QuickBooks Online: Simplifying Your Accounting
Through our partnership with QuickBooks Online Accountant, we can offer you a 15% discount on QBO Essentials, Plus, or Advanced plans for the life of your subscription . This means you get access to powerful accounting software at half the cost, ensuring your financial data is organized and accessible.
Gusto: Streamlining Payroll and HR
Gusto offers a range of plans to fit your business needs, starting with the Simple plan at $49 per month plus $6 per employee . As a Gusto partner, we can help you navigate these options and find the best fit for your team, ensuring payroll and HR tasks are handled smoothly.
Why We Offer These Partnerships
Our goal is to provide you with the tools you need, coupled with the human support to use them effectively. We’re here to help you set up, manage, and troubleshoot these platforms, so you can focus on running your business with confidence.
Coaching Partnerships
This isn't about spreadsheets.
THIS IS ABOUT FREEDOM.
You don't need another budgeting app, a lecture about lattes, or a coach who keeps moving the goalposts so you never quite "arrive." You need a place where your brain, your business, and your bank account can finally sit down at the same table.
Hi. I’m Dani. I help people untangle their money mess - not by fixing them, but by teaching them to see it differently. No gurus. No dependency loops. No "just trust the process and buy the next thing." Just honest partnership, real numbers, and language that actually works for how your brain is built.
Accounting isn't a secret, but approaching it from a neurodivergent need for access changes everything about how we talk about money. We skip the shame, ditch the jargon, and build something you can actually use.
Each week on Zoom, we get curious. About your habits. Your goals. The patterns you keep repeating. We turn numbers into clarity and "ugh" into "okay, I've got this." You'll walk away knowing what you're doing, why it matters, and how to keep going when life gets weird (because it will).
The transformation you're looking for isn't one more program. It's in the partnership.
Free Vision Setting Exercise!
You Can't Change What You Can't See
Uncover the power of clarity with this vision-setting exercise. When you clearly see your goals, you're better equipped to take actionable steps toward achieving them. This exercise helps you identify and visualize what truly matters, transforming abstract dreams into tangible plans. Start seeing the path to your aspirations more clearly. Click the link to begin your journey towards a more focused and empowered future.
Coaching Partnership Billed Monthly - $1,425/mo
Imagine a future where you feel completely in control of your finances, confident in your decisions, and free from the stress of outdated money management practices. We believe that true financial empowerment begins with a transformed mindset around your needs. Here's a hint: Your needs are not problems.
Most money problems aren't math problems. They're a "nobody ever explained this in a way that actually stuck" problem - and that's exactly where we start.
Every week on Zoom, you get dedicated time with Dani. Real numbers, real patterns, real next steps. No grand revelations you have to earn first, no framework you have to buy into before anything makes sense. Just consistent, honest work that builds over time - and a partner who already speaks your language.
Monthly Plan - $1,425/month
Full flexibility, no annual commitment. Everything included, just a higher rate for keeping your options open.
Click the button below to schedule a free consult session today and start experiencing the transformation you deserve.
Coaching Partnership Billed Annually - $1,000/mo
Imagine a future where you feel completely in control of your finances, confident in your decisions, and free from the stress of outdated money management practices. We believe that true financial empowerment begins with a transformed mindset around your needs. Here's a hint: Your needs are not problems.
Most money problems aren't math problems. They're a "nobody ever explained this in a way that actually stuck" problem - and that's exactly where we start.
Every week on Zoom, you get dedicated time with Dani. Real numbers, real patterns, real next steps. No grand revelations you have to earn first, no framework you have to buy into before anything makes sense. Just consistent, honest work that builds over time - and a partner who already speaks your language.
Annual Plan - $1,000/month (billed at $12,000/year)
The best rate we offer, full stop. Commit to the year and save $425 every single month compared to monthly billing - that's $5,100 staying in your business where it belongs. Most clients choose this one.
Click the button below to schedule a free consult session today and start experiencing the transformation you deserve.
Coaching + Bookkeeping Billed Monthly - $1,000/mo
What if your finances just... made sense? Not someday-after-you've-finally-figured-yourself-out sense. Right now, with the brain you have and the business you're actually running.
No vague promises. No goalposts that keep moving. Just a clear picture of where you stand, what's coming, and what to do next.
Each week on Zoom, we look at the real numbers together. That means 301+ transactions across your bank accounts, credit cards, merchant accounts, and loans - recorded on time, every week, reconciled monthly, no backlog, no surprises. Invoices and receipts flow straight into your accounting software, your data feeds stay synced, and you stop playing "why don't these numbers match" at 11pm.
You get reporting that actually makes sense - income statements, balance sheets, cash summaries, and 6-month cash flow forecasting so you know what's coming before it's a crisis. Weekly updates on bank activity, AP and AR, and built-in quality control keep everyone on the same page. If you have an in-house bookkeeper, we support them too - monthly oversight, real process feedback, and a monthly transfer report across your restricted, savings, and operating accounts. Full troubleshooting support is included, and if your accounting software needs a technical ticket submitted, we handle it.
Your team gets weekly support by email, phone, or in-person - however you need it.
Financial clarity isn't something you unlock after enough self-work. It's a skill set, and we're building it together.
Ready to see what that looks like for your business?
Advisory & Education
ALREADY HAVE AN ACCOUNTANT OR ACCOUNTING TEAM?
No Problem!
Every business owner deserves to feel empowered and in control, even if they already have an accountant or a dedicated accounting team. Our customized advisory services are designed to elevate your skills, enabling you to ask critical questions, drive efficiency, and lead your business with confidence.
What we offer...
Enhanced Financial Understanding
Develop the skills to interpret your financial data accurately, empowering you to make informed decisions to be proactive, leverage KPI's and implement productive change seamlessly with your team by knowing how to keep score!
Streamlined Processes
Learn how to optimize and streamline your business processes for maximum efficiency and productivity. We'll document and record your processes
Team Engagement
Foster a culture of engagement and motivation within your team, ensuring everyone is aligned with your business goals.
Critical Questioning
Cultivate the ability to ask insightful questions that drive strategic thinking and business growth.
Ongoing Support
Receive personalized guidance and support to keep you and your business on track.
is your financial team struggling?
Your People Are NOT the Problem.
They are your best resource! Most teams aren't failing because they don't care. Or because they're lazy. Or because they lack skills. They're overwhelmed! Stretched thin.
And you?
You’re probably carrying more than anyone knows. That’s not a failure of effort. It’s a signal that capacity, not capability, is what’s maxed out. We work with business owners and their teams to recalibrate how they manage the five core resources: physical, emotional, mental, spiritual, and financial.
Because if even one of those is out of sync, performance suffers. Direction wobbles. And all the strategic planning in the world won’t fix the burnout simmering underneath.
What we actually do:
We audit more than your numbers. We look at your team’s energy, your processes, your clarity... and where things get muddy. We help you see the invisible load. The emotional weight. The decision fatigue. The patterns that keep stealing your time. We realign your systems with your humans involved in the whole process so your workflows support real people. We raise the bar without raising the stress.
THE GOAL ISN'T JUST ABOUT OUTPUT:
It's Sustainable Brilliance.
This isn’t just about creating cleaner books or better SOPs. It’s about creating a business that feels better to run. One where your team knows the play. Where people show up with energy, clarity, and a shared direction that makes sense to
them. Let’s get your team working like a team again.
Schedule your consult below!
We’ll take a real look at what’s working, what’s draining you, and how to build the capacity you’ve been missing.
personal growth is business growth
Money Mind Games Library & Community Resources
Education to teach business owners how to read, analyze and verify their accounting with emotional intelligence, and without a "translator."
WHAT WE DO
Success.
Most companies judge success by the numbers on the balance sheet. Since our job is to crunch the numbers, we’d rather measure our success in how significant we are to helping you achieve your goals.
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