When Was the Last Time You Felt Good About Your Finances?
When everything depends on you as a business owner, every tax deadline and compliance task can become a source of anxiety.
You might lie awake worrying something important will slip through the cracks. Many biz owners try to do it all to stay in control, but at what cost?
Constant stress, confusion, and the nagging fear that youโve made a mistake.
You Might Be:
Drowning in receipts
and spreadsheets
with no clear system to organize them.
Dreading tax time
because youโre unsure if everything is categorized
and compliant.
Spending hours learning bookkeeping instead of growing your business or actually enjoying your life.
If any of the above hits home, take a breath.
It doesnโt have to be this way.
In fact, 21% of small business owners admit they donโt know enough about bookkeeping, and nearly 70% operate without an accountant.
No wonder so many people feel lost trying to handle their finances solo. Sound familiar?
Clarity, Confidence & Relief
in Your Finances
Knowing exactly where your money is going, staying on top of your cash flow, and never scrambling at tax time again.
Instead of confusion, you have clarity. Instead of anxiety, you feel in control. This isnโt a fantasyโฆ itโs the reality when you have the right accounting setup and guidance.
Itโs about shifting from stress and uncertainty to confidence and relief in your business finances.
With your accounts organized and a trusted system in place, you can finally experience:
No more guesswork. Youโll know exactly how to categorize every expense.
That weight on your shoulders? Gone. Enjoy the relief of knowing your bookkeeping was set up the right way.
Make decisions knowing your numbers are accurate and up-to-date. Tackle tax season without the dread.
Stop pouring endless hours into figuring out finances. A proper setup means youโll get time back to focus on your clients, your craft, and what you love most about your business.
This is the power of a solid accounting set up.
It transforms anxiety into opportunity and gives you back a sense of control over your business.
โKatelyn and her team are simply amazing!
The finance side of my business is typically very overwhelming, so having them to help along the way with all of my bookkeeping takes that stress away. And speaking of helpfulโฆEVERYONE on the team is helpful + knowledgeable. Just knowing that Katelyn truly cares about her team members and her clients makes my heart flutter. If you hire The Freelance CFO for anything, I promise you wonโt be disappointed!โ
โ Colleen Posea
Our One-Time Accounting Setup & Training
Think of it as a quick-start boost for your business finances, a chance to get everything set up correctly and learn how to keep it on track, without committing to ongoing services. (Perfect if you are DIYing your books!)
We combine expert done-for-you setup and custom-to-you training training, so youโre set up for success on day one and every day after.
Whatโs Included:
Call #1:
Letโs set up your financial systems so they actually work for you, not the other way around.
Weโll get your Xero account up and running, dialed in with the right settings and integrations for how your business operates.
Youโll connect your bank accounts and payment platforms like Stripe or PayPal, so your transactions import automatically (no more copy-pasting from spreadsheets ๐ฌ).
Weโll make sure everything is accurate from day one... yes, that includes historical data and starting balances. No loose ends!
By the end of this call, weโll be in the perfect position to start our magic!
Customized Chart of Accounts
Weโll build out a tailored chart of accounts (the categories for all your income and expenses) that makes sense for your business.
No more confusing or irrelevant categories, youโll have an organized financial framework that ensures accurate books and insightful reports.
Call #2: Training & Walkthrough
Now that everythingโs connected and customized, itโs time to take the wheel.
Weโll walk through your actual transactions together, so you know how to categorize every weird expense that comes up, and you can stop second-guessing what goes where.
Youโll learn how to track your income, expenses, and even those mystery transfers between accounts, with confidence and clarity.
This is a screens-on, hands-in session (because let's be honest: doing it together beats watching another how-to video that you canโt ask questions during ๐ ). Youโll leave knowing exactly how to keep things running, without needing a finance degree.
When weโre done, youโll walk away with the knowledge and confidence to handle your books like a pro, without second-guessing yourself every step of the way.
60 Days of Support
Donโt worry about โwhat if I forget something?โ โ weโve got you. For two months after your training, you have access to Wealth Witchesยฎ membership where you can join office hours live or reach out with questions as you put your new skills into practice in our Slack Community. Consider it your safety net as you get familiar with your bookkeeping.
Weโll be there to help if you get stuck on a categorization or need a quick pointer, so youโre never left stranded.
Youโll get a professional accounting system set up and the know-how to use it, all in one package.
Why Choose
The Freelance CFOยฎ?
We take a personal and practical approach. Our team has helped countless small business owners (especially creatives and freelancers) transform their relationship with finance.
We know numbers can be intimidating, so we make the process approachable, empowering, and real.
No judgment,
no jargon
Tailored to your business
This isnโt a one-size-fits-all checklist. We take time to understand your unique business and goals, and we customize the setup accordingly. Youโll get solutions that actually fit your needs (weโre a boutique service, not a cookie-cutter firm).
Whether youโre sorting out last yearโs mess or starting from scratch, we meet you where you are. Thereโs no such thing as a dumb question here. Weโll laugh about those crumpled receipts together and then fix the underlying problem.
Real human support
When you work with us, you get real people who genuinely care about your success. Weโre just an email, Slack message, or Loom away, ready to support you.
Our mission is to empower you with the clarity and confidence to run your business without the headaches.
Client Spotlight:
From Overwhelmed to Empowered!
Let us introduce you to Alex.
Alex runs a successful branding studio, but behind the scenes, her finances told a different story (yeah... complete chaos).
She was constantly second-guessing her numbers, dreading tax season, and lying awake at night wondering, โDid I miss something important?โ
โI kept thinking, what if Iโve messed something up and donโt even know it? I didnโt feel confident in my numbers, and that held me back from making smart decisions.โ
Like many entrepreneurs, she assumed that getting some sort of accounting software would be the fix. But DIY bookkeeping only left her more overwhelmed. What she really needed wasnโt another tool... it was clarity, guidance, and a system that actually made sense for her business.
Thatโs where The Freelance CFOยฎ stepped in (with drumrolls and all... ofc! ๐)
Instead of handing her a generic template and wishing her luck, we gave Alex a system that worked with her, not against her. Plus, we stuck around to make sure she felt supported.
Weโre here for the follow-through, not just the setup.
โI finally feel like I have control. I know how to read my reports, I know everything is categorized properly, and best of all, I wasnโt left to figure it out alone.โ
Today, Alex feels calm, capable, and confident in her finances. Bookkeeping no longer feels like a burden; it feels like power.
Thatโs what happens when you pair the right setup with the right team behind you (AKA us)!
Ready to Get Your
Accounting Set Up Checked Off Your To Do List?
Unlike hiring a full-time accountant, this is a one-time investment.
(But, weโll be here when youโre over DIYing, too!)
Take the first step toward stress-free finances today.