Let’s be honest: letting someone else peek behind the curtain of your business finances can feel… vulnerable.

If the thought of someone “seeing your numbers” gives you anxiety, you’re not alone.

I can’t tell you how many times I’ve heard things like:

“I’m embarrassed by how disorganized everything is.”

“You’re probably going to think I’m terrible at this.”

“Please don’t judge my mess.”

Here’s the truth: we get it! And you are absolutely not terrible at this. You’re building something amazing, and we’re just here to help you strengthen the foundation.

So let’s take a little peek behind the scenes so you can know exactly what to expect if you decide to work with us.

First Things First: This Is a Judgment-Free Zone

There is zero shame here. You are not late. You are not behind. You are not bad with money.

You are a business owner who’s been busy serving your people, creating your offers, and building something from the ground up.

And now you’re ready to get the back end of your business in order, and we’re honored to help.

Our team is built on grace, education, and encouragement. We will never talk over your head or make you feel small for not knowing how all this stuff works. That’s our job. You don’t need to know it all, you just need to know who to call when you’re ready.

What You Can Expect From Us

We’re here to make this easier, lighter, and actually kind of… fun?

Here’s our vibe:

• Supportive and strategic
• Professional but approachable
• Education-forward without being overwhelming
• Committed to your peace of mind

We work with creatives, service providers, and small business owners who are passionate about what they do but might be a little unsure when it comes to the financial side. That’s okay. You don’t have to do this alone! 

Here’s What the Onboarding Process Looks Like

When you inquire about working with us cool humans at Young Wealth Co., you’ll start with a quick discovery call. This is just a casual chat to learn about your business, your current setup, and what kind of support would be most helpful.

If we’re a good fit, here’s what happens next:

1. Proposal & Welcome Packet
   We’ll send you a customized proposal, along with a welcome packet that outlines what to expect and answers all your questions.

2. Kickoff Call
   We’ll meet to walk through your systems, gather login info (securely), and talk through your current money setup. This call is collaborative and casual, no PowerPoints or pop quizzes, promise.

3. Book Cleanup or Initial Setup
   If your books need a little love, we’ll clean them up. If you’re starting fresh, we’ll set everything up for you properly, so you have a strong foundation.

4. Monthly Ongoing Support
   Each month, we’ll handle your bookkeeping and send you a simple, clear report. We also offer check-in calls, so you’re never left wondering what something means or what to do next.

Why Ongoing Support Makes a Big Difference

Bookkeeping isn’t just data entry. It’s one of the most powerful tools in your business and it becomes even more valuable when you treat it like a partnership.

We love getting to know our clients’ goals, encouraging them along the way, and helping them make decisions based on real numbers. The peace of mind that comes from knowing someone is keeping an eye on your finances? That’s priceless.

And the best part? You don’t have to figure it all out alone anymore.

Ready to Take the Next Step?

Whether your books are a total mess, a little behind, or you’re starting from scratch – we’re here for it.

We’ll walk with you through every step of the process, at your pace, with zero judgment and lots of support.

Click here to book a discovery call to get started. 

We’d love to learn more about your business and help you get the clarity and confidence you deserve!

You’ve got this and we’ve got your books.

—
Hannah & The Young Wealth Team