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Packages

From “get organized” to “price and grow with confidence”

Each package is a fixed monthly fee, quoted after your free discovery call. No hourly meter.

Foundations

For artists, coaches and creators who need to get organized

The problem it solves

Your money is tangled, receipts are in a shoebox and tax season feels like a cliff.

What's included

  • Catch-up and clean-up of past months
  • Business and personal finances separated
  • Chart of accounts built for creative work
  • Monthly bookkeeping and reconciliation
  • Plain-language monthly summary

Outcome: Books you trust, and a clear answer to “am I actually making money?”

Ask about Foundations
Most chosen

Growth Advisory

For creative businesses ready to price and plan with confidence

The problem it solves

You're earning, but you don't know which offers, collections or launches pay off, or how to smooth the feast-and-famine cycle.

What's included

  • Everything in Foundations
  • Quarterly advisory check-ins timed to your seasons or launches
  • Profitability per offer, collection or launch
  • Pricing review based on your true costs
  • Tax set-aside and cash reserve plan
  • Multi-platform revenue consolidation

Outcome: Prices set on real numbers, steadier cash flow and no surprise tax bills.

Ask about Growth Advisory

Organizations

For collectives, arts councils and art events

The problem it solves

Many people touch the money, funders and boards want reports, and nobody owns the books.

What's included

  • Fund accounting for restricted grants
  • Revenue-split and shared-expense systems for members
  • Board and funder-ready reports
  • Event-cycle support and sponsorship reporting
  • 1099 / T4A tracking for prizes and contractors
  • Treasurer handoff documentation

Outcome: One source of financial truth that outlasts board turnover and opens doors to funding.

Ask about Organizations

Who I work with

How advisory bookkeeping helps your kind of creative business

Find your sector to see what usually gets in the way and how I help.

Bookkeeping for professional artists

Painters, sculptors, makers and fine artists selling through galleries, fairs, commissions or online.

You might be

  • Sell through galleries, art fairs, commissions, Etsy or your own site
  • Income lands in lumps after a show or sale, then goes quiet
  • Carry inventory, materials and studio overhead
  • Some teaching or day-job income on the side

What gets in the way

  • Not sure if you're profitable per piece, per show or per year
  • One bank account for everything
  • Sales tax confusion when you sell at out-of-province or out-of-state fairs
  • No record of materials, framing and shipping against each sale
  • Tax season avoidance, and a preparer who missed art-business deductions

How I help

  • A simple chart of accounts built for artists: materials, framing, commissions, gallery fees, studio rent
  • Profit tracked per piece or per collection, so pricing conversations use real numbers
  • Check-ins timed around your show and sale seasons
  • Sales tax guidance for fairs and online sales across borders
  • A feast-to-reserve plan that sets aside money from big sales for the quiet months

“I only made $18K this year. Am I too small?” No. Small and irregular is exactly when clear books pay off fastest.

Read a sample client story →

Bookkeeping for course creators & digital product sellers

Courses, memberships, templates and digital offers on Kajabi, Teachable, Podia and more.

You might be

  • Sell courses, memberships, templates or downloads
  • Use Kajabi, Teachable, Podia, Gumroad, Stan Store or your own checkout
  • Revenue from launches, evergreen sales and affiliates
  • Growing from solo to a small team with a VA, editor or ads manager

What gets in the way

  • Revenue scattered across three to six platforms and processors
  • Launch months and quiet months that are hard to budget around
  • Ad spend and platform fees quietly eating margin
  • Sales tax and GST/HST/VAT on digital products sold internationally
  • A DIY spreadsheet you outgrew two launches ago

How I help

  • Stripe, PayPal and platform payouts consolidated into one monthly picture
  • Launch profitability reports: true ROI after ads, contractors and fees
  • Margin by product, so you know which offer makes money and which only feels busy
  • Cash reserve planning for the gaps between launches
  • Guidance on entity structure and tax instalments as you pass six figures

“I could learn this from YouTube.” You could. I'd rather you spent those hours building your next launch, with numbers you trust.

Read a sample client story →

Bookkeeping for coaches & consultants

Life, business, health and creative coaches building 1:1, group and leveraged income.

You might be

  • Life, business, executive, health or creative coaches and consultants
  • Income from 1:1 sessions, group programs, retainers and speaking
  • Often solo, sometimes with a VA or ops contractor
  • Many moved from a salaried job and are unlearning paycheque habits

What gets in the way

  • Unpaid invoices and inconsistent follow-up
  • Prices set by feel rather than cost to deliver
  • No split between income from your time and income from programs
  • Retainers and packages paid up front for months of work
  • A self-employment tax bill bigger than expected

How I help

  • Clear separation of 1:1 and leveraged revenue, so you know what to scale
  • Retainers and prepayments recorded correctly across the months they cover
  • Quarterly tax instalment planning so April holds no surprises
  • Profit per offer to guide which programs to raise, retire or grow
  • A simple invoicing and follow-up system that fixes cash flow gaps

“It's just me and my laptop.” That's why a second set of eyes on the numbers matters: no one else is checking.

Read a sample client story →

Bookkeeping for art collectives & creative collaboratives

Shared studios, co-ops and multi-member creative partnerships handling money together.

You might be

  • Multi-member studios, artist co-ops, gallery collectives and shared makerspaces
  • Revenue and costs split among members, sometimes informally
  • May be a partnership, nonprofit, co-op or no formal entity yet
  • Decisions made together, including money decisions

What gets in the way

  • No agreed way to split group show sales, commissions or grants
  • Shared rent and supplies paid by whoever has cash that week
  • Unclear entity structure and tax filing for members
  • No one wants to own the books, so records slip
  • Grant reporting that no member has done before

How I help

  • A documented revenue-split and expense-sharing system that ends the “who owes what” tension
  • Guidance on the right structure: partnership, co-op, nonprofit or fiscal sponsorship
  • Grant and fiscal sponsorship reporting support
  • One shared source of truth instead of group chats and personal notebooks
  • Pricing per member per month, so the cost is small and shared

“We're not a real business.” Clean books are often the requirement for grants, sponsors and gallery partnerships, so they bring in new money.

Read a sample client story →

Bookkeeping for arts councils & community associations

Nonprofit and community arts organizations managing grants, memberships and funder reporting.

You might be

  • Nonprofit or community organizations that fund, promote and advocate for artists
  • Revenue from grants, membership dues, sponsorships, events and public funding
  • A volunteer board with a small paid staff, or none
  • Finances often handled by a rotating volunteer treasurer

What gets in the way

  • Restricted grant funds mixed with general operating money
  • Every funder wants a different report format and deadline
  • Records disappear when a treasurer rotates off the board
  • Board members need summaries, not raw ledgers
  • An audit or review threshold coming up

How I help

  • Fund accounting that keeps restricted grant dollars separate
  • Reusable funder-ready report templates
  • A documented handoff system so each new treasurer starts with clean books
  • Board-friendly monthly summaries that support decisions
  • Audit-readiness support as you approach review thresholds

“We need a CFO, not a bookkeeper.” Most councils need steady, nonprofit-literate bookkeeping and clear reports. I'll tell you plainly if you've outgrown that.

Read a sample client story →

Bookkeeping for artist events & competitions

Art fairs, juried shows, festivals and competitions handling entry fees, sponsors and prize payouts.

You might be

  • Organizers of art fairs, juried competitions, festivals and art walks
  • Revenue from entry fees, vendor fees, tickets and sponsorships
  • Run by one organizer, a small team, or a nonprofit or council
  • Intense for a few weeks around the event, then quiet for months

What gets in the way

  • Hundreds of transactions in a short burst that are hard to reconcile
  • Prize payouts that create 1099 or T4A slip obligations
  • Sponsorship money not tracked in a way that shows sponsors their return
  • Eventbrite, entry platforms, sponsor cheques and cash at the door
  • No clear picture of profit per event

How I help

  • An event-cycle service: concentrated support around the event, lighter in the off-season
  • 1099 and T4A tracking for prize winners, jurors and contracted vendors
  • Sponsorship reports that give you real numbers for renewal conversations
  • Per-event profitability so you know what to change next year
  • A simple way to capture cash and on-site sales

“It only happens once a year.” That's why the books matter: the numbers from this year's event are how you grow next year's.

Read a sample client story →

Questions

Questions about working together

Can you handle income from Kajabi, Stripe, PayPal, Etsy and Square?

Yes. Consolidating income from several platforms and processors into one clear monthly picture is one of the most common things I do for creative businesses.

Do you work with nonprofits, arts councils and collectives?

Yes. I set up fund accounting for restricted grants, build board and funder reports, and design revenue-split systems for multi-member groups. Organizations are quoted per month or per member per month.

How much does advisory bookkeeping cost?

Each package is a fixed monthly fee based on your transaction volume and the advice you need, never an hourly meter. You'll get a clear quote after the free discovery call.

Not sure which package fits?

That's what the discovery call is for. Tell me about your business and I'll recommend the right starting point, even if it's not working with me yet.

Book a free discovery call