Here’s how we partner with you:
1️⃣ Schedule a Free 15-Minute Clarity Call
We’ll talk about your business, your challenges, and what peace and clarity look like for you.
2️⃣ Choose Your Stewardship Plan
Based on our conversation, you’ll select the support level that fits your needs — from Systems Stewardship to full Strategic Stewardship.
3️⃣ We Implement, You Lead
We set up key systems, clarify your numbers, and equip you with a roadmap. You get peace while staying focused on what you do best.
4️⃣ We Meet Monthly & Adjust
Each month we check in, refine your systems, clarify your direction, and help you lead with confidence and calm.
1️⃣ Strategic Stewardship
Ongoing clarity, guidance, and faith-driven support for business owners who want a trusted advisor walking beside them.
💰 $550/month
~ Monthly clarity and direction meeting
~ Help prioritizing decisions and next steps
~ Light financial insight (what your numbers are saying)
~ Simple systems guidance (what to streamline or automate)
~ Unlimited light support for questions between calls
Perfect for business owners who want clarity, confidence, and a trusted advisor walking with them each month.


2️⃣ Systems Stewardship
Simple, powerful systems that reduce chaos and help your business run smoother every day.
💰 Starting at $300/month
~ Missed-call text back system
~ Calendar & scheduling setup
~ Lead pipeline and basic CRM setup (HighLevel)
~ Messaging templates (texts & emails)
~ Monthly system review and light adjustments
Optional Add-Ons
~ AI virtual assistant / receptionist (+$50–$150/month)
~ Funnels and advanced automations (+$150–$750 one-time)
~ CRM migrations (custom quote)
~ Basic Business Website (HighLevel) — $150–$300 setup
A clean, simple website built inside your system. Great for small businesses who need an online presence without the complexity
Perfect for business owners who want simple automations, smoother operations, and systems that save time without complexity.
3️⃣ Bookkeeping
Accurate, dependable bookkeeping for organizations that want clean books, clear reports, and peace of mind.
💰 $350–$1,500+ per month (Custom Quote)
~ Monthly bookkeeping and reconciliations
~ Clean, accurate financial records
~ Simple monthly reports
~ Support for questions and explanations
~ Integrity-first service
Note:
Pricing depends on transaction volume, number of accounts, and complexity. We’ll give you a clear quote before we begin.
Perfect for organizations that want accurate books, clear reports, and dependable monthly support — without the overwhelm.


4️⃣ Cleanup Projects
If your books or systems are behind, messy, or you’re not sure what’s accurate, we’ll help you reset and restore order.
💰 Custom Quote
~ Review of your current books and/or systems
~ Identify gaps, errors, and missing pieces
~ Organize and reconcile past months
~ Prepare you for clean monthly tracking going forward
Note:
Cleanup projects vary widely in scope. We’ll review your situation and provide a clear, honest quote before any work begins.
Perfect for anyone whose books or systems are behind, messy, or unclear — and ready to get everything reset the right way.
💡 Because Clarity Creates Confidence
When your numbers are clear, your decisions are stronger.
Let’s simplify your systems and help your business grow with purpose and integrity.

✅ Answer: Yes — financial integrity is the foundation of everything we do. Our core mission is to provide accurate bookkeeping with strategic oversight, so you always know where your money is going. For organizations that only need compliance or reconciliation work, we offer our low-cost Data Integrity Service Track (Stewardship Plan)
— perfect for small businesses and nonprofits that just need clean, reliable books.
✅ Answer: A bookkeeper records the past. A Strategic Partner looks ahead — using clean data to forecast, design systems, and guide key financial decisions. It’s the difference between knowing what happened and knowing what to do next.
✅ Answer: The $1,500 setup fee is an investment that often pays for itself in the first month. Most clients uncover revenue leaks, unbilled work, or inefficiencies that quickly offset the cost — while gaining the systems and visibility needed for lasting clarity.
✅ Answer: Faith-driven business owners and nonprofit leaders who want to bring order, accountability, and peace to their finances. Whether you’re scaling a business, managing ministry funds, or leading a small organization — if your systems feel scattered or unclear, this process brings focus and confidence.
✅ Answer: We build resilient operational systems rooted in integrity. Our team manages QuickBooks Online for financial clarity and maintains your lead or donation tracking automations to ensure that every dollar — and every opportunity — is accounted for.
✅ Answer: The setup fee covers your executive audit, full QBO structure review, job costing or fund tracking design, and installation of your custom operational system. You’ll walk away with clean books, automated systems, and a roadmap for sustainable growth.
✅ Answer: With over 30 years of business ownership and 20 years in pastoral and operational leadership, I bring both executive experience and ministry insight. This is hands-on, real-world wisdom — not just certification — helping you lead with clarity, integrity, and confidence.
