Expense Audit & Coaching

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Know where your money goes. Make a plan to keep more of it.

Your business should support the life you want to live. But when money comes in and disappears just as quickly, it can be difficult to know what needs to change.

The Working to Live Expense Audit takes a close look at one year of your business books to help you understand your spending and identify opportunities to improve your profits.

Choose a practical plan you can follow yourself, add six months of individual coaching to help you put it into action, or choose group coaching to benefit from collaborative conversation

A full year tells a fuller story.

You probably know your biggest bills. It’s everything around them that can be harder to track.

The subscription you meant to cancel. The software with overlapping features. The service you’ve outgrown. Annual renewals and seasonal costs that make some months feel especially tight.

By reviewing a full year, we can look for patterns and consider how your spending supports your business today.

The goal is to make thoughtful decisions about what deserves a place in your budget.

Choose the support that fits you.

Whether you want a plan you can follow independently, dedicated one-on-one guidance, or the opportunity to learn alongside other business owners, there’s a place to start.

Explore the options below to find the right fit for your business and the way you like to learn.

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Expense Audit + DIY Plan

Get a clearer picture of your spending and a practical plan you can implement independently.

Your audit includes:

  • A review of one year of your business books.

  • A detailed written summary of the audit findings.

  • A DIY plan with recommendations to improve your profits.

  • Priorities to help you decide where to begin.

This option is a good fit if you want professional insight and feel ready to make the changes yourself.

$800.00
Expense Audit + Six Months of Individual Coaching

Pair your audit with dedicated support to make changes, work through questions, and review progress.

Your package includes:

  • Everything in the $800 Expense Audit, including your detailed summary and improvement plan.

  • Monthly reviews of your bookkeeping for six months.

  • One private 90-minute coaching Zoom meeting each month for six months.

  • Guidance as you implement changes, assess progress, and adjust your priorities.

This option is a good fit if you want help turning your plan into action and staying focused along the way.

Already purchased your audit? Your initial $800 applies toward the full $3,200 package, leaving $2,400 to upgrade. Email for the $2,400 payment link.

$3,200.00
Expense Audit + Six Months of Group Coaching

Combine a guided group audit with practical lessons, collaborative conversation, and support as you make changes in your business.

Your package includes:

  • A guided group audit to examine your business expenses and identify opportunities to improve your profits.

  • One group coaching meeting per month for six months.

  • Lessons to help you understand your spending, plan for cash needs, and set financial priorities.

  • Opportunities to ask questions, discuss changes, and review progress.

  • A small group limited to five participants, creating room for meaningful conversation and shared learning.

This option is a good fit if you value learning alongside other business owners and want guidance as you put the lessons into practice.

$2,700.00

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