It’s Time to Get Your Finances in Formation
Because chaos isn’t a business strategy.
Whether you’re just launching or knee-deep in a tangled mess of mystery charges and ignored apps, disorganized books are costing you more than money. They’re draining your focus, stalling your momentum, and turning every tax season into an emotional hostage situation.
Financial Foundations is a one-time setup or cleanup that organizes your finances and restores your peace of mind. We take you from “vibes, caffeine, and a shoebox full of almost-receipts” to “buttoned-up books, airtight records, and a backend that finally matches your big energy.”
You didn’t start a business to become the exhausted
Founder of “Avoidance & Overwhelm, LLC”
You had the vision. You built the brand. You even opened the QuickBooks account.
But somewhere between serving clients and keeping the lights on,
the backend fell off the radar—and what’s left is a fragile, frustrating backend that’s easy to ignore… until it isn’t.
Now?
Tax season feels like a hostage situation, and big opportunities make you sweat because your books aren’t ready for the spotlight.
👉 Missed deductions? Ouch.
👉 Missed growth opportunities? Worse.
Clean books aren’t just for the IRS.
They’re how you show up ready when the next level calls.
Where are you
in the Journey?
Just Getting Started—or Finally Facing the Financial Fog?
Whether you're launching your first business or catching up after months (or years) of financial avoidance, we meet you where you are—and build from there.
Because when your numbers are clean and clear:
✅ You make sharper decisions
✅ You lead with confidence
✅ You stop winging it and start scaling it
Financial Foundations isn’t just bookkeeping—it’s a strategic system designed around how you operate so your backend finally supports your vision, not slows it down.
What You Get
Without the Overwhelm
Without drowning in spreadsheets or finance-speak.
We don’t just input numbers—we build infrastructure.
Your Financial Foundations package includes:
✅ Clean, accurate books
✅ Clear reports (no decoder ring needed)
✅ Custom chart of accounts
✅ Categorization + reconciliations
✅ A system that works beyond tax season
It’s built to support you, not overwhelm you.
Choose Your Financial Foundation
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Setup Service – For the Builders
You’re building something real—and now your books need to reflect that.
This service is for visionary founders in startup mode. Whether you're new to QuickBooks or still celebrating your first business bank account, we’ll get your books professionally set up for success.
Best for:
→ New businesses & startups
→ Founders prepping for launch, funding, or growth
→ Entrepreneurs who want to do it right from Day One
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Reset Service – For the Catch-Up Crew
You’ve been running the business—but your books haven’t kept pace.
If you're behind on categorizing, deep in spreadsheet chaos, or flinching every time someone mentions taxes… we’ve got you. This is your chance to reset, rebuild, and reclaim control—minus the shame. This is more than a cleanup. It’s a business refresh—with receipts.
Ideal for:
→ Entrepreneurs behind on their books
→ Businesses preparing for tax season, funding, or team expansion
→ Founders ready to stop avoiding their numbers and start owning them
Your Investment
This is more than a numbers fix. It’s the foundation of sustainable growth.
Every package includes full setup or cleanup, reconciliations, categorization, custom chart of accounts, and organized reports—designed for clarity and future planning.
✔️ Transparent pricing
✔️ One-time investment
✔️ Long-term peace of mind
Regular Price: Starts at $597
✨ Founding Member Incentive: Founding clients receive an exclusive, limited-time discount, because being early should come with perks. (first 30 clients only)
✨ Pay-in-Full Bonus: Save 10%
✨ Payment Plans Available (with small service fee)
** Pricing varies based on scope, software, and volume. Final quote provided after discovery call.
Invest in Clarity. Build with Confidence.
PAY-IN-FULL
Best Value – Most Popular
Starts at $497
(with 10% pay-in-full discount)
🔥 Founding Members save up to 25%
→ Faster turnaround
→ Instant savings
PAYMENT PLAN
Flexible option for Qualified Clients
Starts at $497
Split into 2–3 auto-payments (+5% service fee)
→ Protects your cash flow
→ Easier upfront investment
ONGOING SUPPORT
Want us in your corner year-round?
Monthly Retainer | Starts at $300/month
✨ Founding Clients: 15% off first 3 months
Perfect for founders ready to:
→ Delegate their numbers
→ Build with strategy
→ Scale with sanity