The Pocket CFO

Monthly Voxer support for solopreneurs who want real-time answers and honest financial insight, without the pressure of a full bookkeeping package.

FEEL CONFIDENT

GET ANSWERS

You not looking for full service bookkeeping.

You just want someone you trust to ask the hard questions when they come up, without waiting for a call or second-guessing Google.

What’s Included

Here’s what you get inside The Pocket CFO:

→ Monthly Voxer access
→ Ask me about bookkeeping, strategy, Profit First, receipt tips, etc.
→ 1-business-day response time
→ No Zoom calls. No spreadsheets flying around. Just practical, judgment-free support when you need it.

Feeling a little lost in your setup? Or unsure how to actually pay yourself from your business? These one-time add-ons are here to help you get unstuck and feel confident fast.

Empowerment Extras

mini quickbooks / xero review

Not sure if your entries are on track?
I’ll do a light review of your current software setup and flag anything that needs attention.

→ Light review of your current bookkeeping setup
→ 1 month of transactions reviewed
→ Notes with quick-win fixes you can apply right away

  • $45

mini profit first strategy

Let’s map out a simple Profit First plan tailored to your business.
We’ll walk through your income, create easy-to-follow allocation percentages, and help you finally pay yourself with confidence.

→ Simple allocation plan
→ Quick cash flow check
→ Basic account setup guidance (Relay not included)

  • $45

Optional Add-on’s: Can be added now or later, during any active Voxer month.

Not Sure What You Need?

→ Start with Voxer support, we’ll figure it out together.


The add-ons are there when you need them.

Here’s What Happens Next

01

Sign the Engagement Terms

Just a quick agreement so we're on the same page.

02

Submit your payment

I’ll send the invoice separately, easy online payment, no fuss.

03

Watch for Your Welcome Email

Here’s where the magic starts! You’ll get access details & next steps to kick things off.

That’s it, quick, easy, and totally doable.

what if support felt simple?

You Don’t Have to DIY Every Money Move

You’ve got enough on your plate. Let’s get you real answers that apply to you.