Feel like you’re winging it with your finances?
Financial clarity for creative and service-based businesses.
Less flapping.
More flying.
What We Do
Bookkeeping
We offer full-service virtual bookkeeping that’s accurate, organized, and easy to understand.
No jargon. No judgment. Just clean books and clear insight.
Our services include:
Diagnostic Reviews
Catch-Up Work
Clean-Up Projects
Monthly Full-Service Bookkeeping
Whether you’re running a small but mighty business or scaling something bigger, you don’t have to figure out the financial side alone.
We’re here to help you get clear, stay on track, and build a business that works.
CFO Advisory
We help 6-figure businesses grow into 7-figure businesses and 7-figure businesses become even more profitable and sustainable.
As your outsourced CFO, we’ll give you the clarity, tools, and guidance you need to make smart decisions, boost profit, and increase cash flow year after year.
All for one flat fee per month.
No surprises. Just support that actually helps.
Personal Finance Coaching
Financial freedom doesn’t just happen.
It takes effort, intention, and a willingness to stay in it for the long haul.
It’s not a one-time decision—and it’s definitely not magic.
Your budget won’t build itself.
Your spending habits won’t shift overnight.
And that overwhelming debt? It won’t disappear on its own.
But with the right plan - and the right support - financial freedom can happen.
Let’s take a look at your goals and craft a plan that helps you get there.
What Folks are Saying
Meet the expert:
Brandi Jo Delony, CFO, CDB
Brandi Jo is a creative entrepreneur that is passionate about helping businesses and individuals succeed financially.
She has a BA in Finance and Accounting and has over two decades of experience helping businesses ranging from from small single-proprietors to large universities track, analyze, understand, and improve their financials.
On the personal finance side, Brandi Jo is well-versed and certified in both the Financial Peace University and YNAB (You Need a Budget) methodologies, but seeks to craft personal finance solutions customized to the goals of each client, rather than opting for a one-size-fits-all approach.
Ready to chat?
Ready to discover if we’re the right fit for you? Let's pencil in a time to chat and find out together!
