See all your money in one place and know your biz is paying you.
A 5-video mini course for small business owners who want the full picture of their money, biz and personal. We'll set you up in Kick, one tool for all your accounts, and use the AI you already pay for to do the heavy lifting.
This is for you if you're guessing:
- You grab your personal card for biz stuff (and then try to remember which was which)
- You're not tracking much of anything right now
- Tax time makes your stomach drop a little
And it's for you if you're already in QuickBooks:
- - You're logging in and out of more than one QuickBooks account
- - Your personal money lives somewhere else entirely
- - You keep wondering, "Am I catching all my deductions?"
- - You track everything... and you're still not sure your biz is paying you
Preorder bonus: buy before Tuesday, November 10 and get my ready-to-use AI skill, free.
Here's where most of us get stuck
Your money is scattered. A biz checking account, a personal card, maybe a savings account or two, and a QuickBooks login (or three).
So when someone asks, "How's the biz doing?" you have to go digging. Or you guess.
And the big question stays fuzzy: is my biz paying me?
What it's costing you to stay stuck
- - Hours at tax time sorting out which charges were biz and which were personal
- - Deductions you might be missing because personal spending never gets a second look
- - Paying for QuickBooks (sometimes more than one subscription) and still not seeing the full picture
- - That low-level stress of not knowing if all this work is paying off for you
You work hard in your biz. You should know it's taking care of you.
Introducing Break Up With QuickBooks
Five short videos where I walk you through it, face to face and on screen in Kick. We'll go step by step, together, so by the end you can open one place and see all your money, biz and personal.
And you'll be able to answer the big question: is my biz paying me?
Here's what you get:
1. Where do your books stand?
A quick QuickBooks checkup (or a "where are we starting from" check if you're not tracking yet).
2. Move over or start fresh
We'll figure out which path makes sense for you.
3. Set up Kick and bring in your data with AI
Pick your start date and let the AI you already pay for help bring your data over.
4. Connect all your accounts, biz and personal
Everything in one place. No more logging in and out.
5. Is your biz paying you?
Now that you can see it all, we'll look at the answer together.
Plus these bonuses:
- My chart of accounts template so your categories make sense from day one
- A partner discount on Kick when you start your account through me
- Preorder bonus: my ready-to-use AI skill to help you keep things running (free when you buy before Tuesday, November 10)
When do I get it?
The course opens Tuesday, November 10. Buy now and you'll get a welcome email with a quick first step so you can start getting ready.
Preorder bonus: buy before Tuesday, November 10 and get my ready-to-use AI skill, free.
Frequently Asked Questions
I'm not tracking anything right now. Is that okay?
Yes. Video 1 starts with where you are today, and video 2 helps you decide whether to move over or start fresh. Starting fresh is a great option.
I'm already in QuickBooks. What happens to my history?
That's exactly what video 2 is for. We'll walk through your options so you can choose what makes sense for you.
Do I need to buy Kick?
Yes. Kick is where everything comes together. When you start your account through me, you get a partner discount on your subscription.
Do I need to be good with tech or AI?
Nope. I'll show you each step on screen, and we'll go at a pace that makes sense.
What if I want help setting it up?
I would love to help. After you buy, you'll get the option to book a Strategy Session with me.
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Price
2 payments of $34 (monthly)
OR
$67
This package includes
5 short videos:
1. Where do your books stand?
2. Move over or start fresh
3. Set up Kick and bring in your data with AI
4. Connect all your accounts, biz and personal
5. Is your biz paying you?
Bonuses:
Chart of accounts template
Partner discount on Kick
Preorder bonus: my AI skill (before Nov 10)
Course opens Tuesday, November 10
1. Where do your books stand?
2. Move over or start fresh
3. Set up Kick and bring in your data with AI
4. Connect all your accounts, biz and personal
5. Is your biz paying you?
Bonuses:
Chart of accounts template
Partner discount on Kick
Preorder bonus: my AI skill (before Nov 10)
Course opens Tuesday, November 10