If you're feeling overwhelmed by how much you need to learn about small business accounting, you're not alone.
There's a lot to figure out when you take that bold step into entrepreneurship... we've all been there! I'm here to answer all of your financial related questions, and empower you to become your own CFO.
Hi, I'm Beth - your new Finance Mentor.
Whether you're just getting started and have no idea what a P&L is or how to use that accounting software you just signed up for, or you're more advanced and looking to learn how to take your finance-game to another level—I'm ready to meet you right where you are—no judgement.
Let's take the scare out of money, and simply discuss it like you would a recipe: Step one, do this. Step two, do this. Step three, enjoy!
We don’t have to give money any more power than that.
Together, we'll dive into your books, learn about the key reports you should be monitoring, help you understand important concepts, answer all of your questions, and much more.
In the end, I'll empower you with the knowledge & confidence that you need to truly run your business like a pro, no matter your starting point or education level.
A Flexible Mentoring Program Designed for Working Parents
Using the combination of a framework + customization based on your unique business needs, we ensure that you're getting the exact mentoring you need, when you need it.
Customizable
Choose from a list of topics that you can receive mentorship on, depending on where you're at in your business - whether you're just getting started, preparing to scale, or anything in between.
Working Sessions
Want to dive into a personalized software training or work on a project together? Let's do it! These sessions aren't meant to just add to your to-do list - let's roll up our sleeves and get work done!
Mix n' Match
Choose to swap out sessions with either Tiffany or Beth so that you can get the best of both worlds!
Flexible Scheduling
Can’t make a session and have to cancel at the last minute? We get it: life happens... especially with kids! Simply record a Loom video of whatever you wanted to discuss and we'll send a response within 24 hours (M-F).
For the last 25 years I’ve worked with over 60 organizations in one way or another – from bookkeeper to CFO to volunteer Board treasurer.
I’ve also started at least 4 businesses of my own while helping other people start theirs. My two oldest businesses are more than 20 years old and still going.
After a BS degree in advertising and a minor in psychology from Syracuse University, I worked for a few years in advertising/marketing/business development before heading back to school for an MBA.
Once exposed to various business subjects in grad school, my career morphed into small business financial management because I saw the need. I have seen – and in many cases, fixed – a whole lot of business issues.
I'm here to help you avoid those issues so that you can focus on what matters most: creating a career and a life that serves your family's needs.
I've spent enough time inside large corporations to immediately get why working for The Man is not the life for me.
If you’re reading this right now, you probably reached that point as well.
Let's not allow a lack of knowledge around business finances hold you back from pursuing a life of freedom and autonomy!
Three Affordable & Flexible Options to Meet You Right Where You Are
TIER ONE
One 75-minute session
Perfect option for a one-off training on everything from proposal writing & selling, to moving from hourly to project based pricing, and much more.
No long-term commitment. Book as-needed.
Can send me materials ahead of time to review for preparation
$185/session
TIER TWO
6 Sessions Over 3 Months
Two 75-minute sessions per month (6 sessions total).
Option for one out of the six sessions to be with Tiffany for personalized operations training.
I will review materials ahead of time and follow up with any notes from our meeting.
All sessions will be recorded for future reference.
All sessions are available for an asynchronous Loom communication if a meeting has to be cancelled.
$365/mo
TIER THREE
6 Sessions Over 3 Months with Bonuses
Unlimited access to me throughout the month via email, Loom, and Slack.
Ask me anything: review proposals and send notes, get answers to specific questions, run something by me or Beth before hitting send, etc. Expect a turnaround time of 48 hours M-F.
Option for two out of the six sessions to be with Tiffany.
Included access to our You Can Do This course ($49 value)
$665/mo
Session Outline
This framework is just a starting point, but it generally gets more customized once I learn about your specific goals.
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I will send you a questionnaire ahead of time, and then we'll get into the details at our Kickoff together.
We'll discuss:
What you're hoping to achieve with your business—planning to stay as a solopreneur, or do you want to scale?
What are your most urgent questions based on where your business is at right now?
What is your mindset around money?
All of this information will help us craft a plan for you that's realistic while still reaching your goals.All of this information will help us craft a plan for you that's realistic while still reaching your goals.
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Once I have a better idea of where we're starting from and where you're hoping to go, I'll put together a more customized plan for the remainder of our sessions.
For some, we'll start at the beginning to understand basic accounting terms and concepts.
For others, we may dive right into solving more complex issues that your business is facing.
Using my decades of experience, I will expertly guide you through what I feel is the most useful and comprehensive mentoring experience for where you are.
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We'll move through our sessions with flexibility and intention.
Depending on what our goals are, I may provide some "homework" for you after our sessions and then check in as we go.
Or perhaps we're scheduling some working sessions to make sure you understand how money is flowing in and out of your business in Quickbooks.
You may choose to schedule a couple of sessions with Tiffany to go over your proposals and pricing.
The outcome of our time together will be:
Empowerment
Knowledge
Confidence that you can manage your business finances, understand where you need to pivot, and eventually be able to hand your bookkeeping off to someone else if you so choose.
Your Questions Answered
Have more questions? Just shoot me an email: beth@kenzacollective.com.
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Yes and no.
Yes, we ask you to commit to 3 months so that you truly get the full experience of our program.
No, we do not have you sign some kind of contract with us. Please read the next FAQ for details on what happens if you need to cancel.
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I'd love to chat with you before you make that decision to see if there are any creative solutions we can find together.
If it's financial-related, I'm confident we can come up with something that works for everyone.
If you're not happy with the level of mentoring and simply want to stop our sessions, the only thing I'd ask is that you:
Provide written notice at least 10 days before your next billing date.
Provide feedback for me so that I can continue to improve.
I will not lock you into a 3-month contract and keep charging you for services not rendered (in fact, there is no contract). In the end, I truly want you to be successful in creating a life and a living that works for you and your family.
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While we have a framework for each month, we also leave sessions open for our students to choose a specific topic from our list, or from whatever is going on in their business at the time.
This program is not a cookie-cutter one size fits all - it’s meant to meet you exactly where you are, and build on what you already have going. Just getting started? That’s ok too!
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Sure, no problem! We'll charge you the exact same, but split it into two payments.
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Sessions are use or lose for each month, so please be sure to schedule them out far in advance to ensure you're getting the time slot that you desire.
