Financial Stewardship
Accounting, advising, and coaching for small businesses that want more ease and clarity with their finances
Hand over heart: I see you.
As a small business owner, I know you find deep meaning through your work. And let’s face it: you do not avoid or ignore your numbers because you don’t understand them. You likely avoid the numbers because you are simply busy with your work. Or, opening the software brings on a tightness in the chest, or a sudden need to do something else. However, the longer the books are ignored, the more the resistance to looking at your numbers grows. I promise that it’s not a moral failing to ask for support.
What if you gave yourself permission to have an accountant and a thought-partner on your side? With Financial Stewardship, your books are kept with minimal effort or stress on your part, and once a month you get a compassionate, clear review of what the numbers are telling you so you can run your business with current information.
Give yourself the gift of Financial Stewardship
Hi, I’m Nona
I began my working life as a bookkeeper for a local dive shop when I was in college. As the bookkeeper, I transitioned that business from an archaic ledger book to an early version of QuickBooks - the first of many times I would do that for companies. After graduation, I spent twelve years in corporations, learning the inner workings of accounting, one title at a time. I began as an accounts payable clerk, and my last position was as a financial reporting manager. Excitingly, I passed the CPA exam during that time. Now, I am no longer a CPA, but over the past twenty years, I have been a master coach and guide for women in business around their money. All this time, I have handled my own business accounting and filed our family taxes, which taught me more about small-business cash flow than all my corporate accounting years did.
I hold a master's in psychology from Harvard Extension School, and I am a Master Certified Coach, energy healing practitioner, and a certified yoga therapist (C-IAYT). The years I have spent helping people heal their relationship with money are as much a part of what I bring to this work as the accounting.
Financial Stewardship at a glance
The way we structure your support depends on your business needs.
However, for every client, I monitor your books each month and keep them up to date in QuickBooks Online. I reconcile every account and send you a private video that walks you through your numbers in plain English (no accountant-speak, I promise).
You’ll know what came in, what went out, where your cash stands, and what is worth keeping an eye on. At the end of each quarter, you will have profit numbers that your tax person can use to calculate your quarterly tax payments. If there are particular aspects of your cash flow that are noteworthy, you will know. You will get the basic financial reports along with the video that you can watch whenever you like, on your own schedule, without a meeting.
For advisory and coaching clients, you will book a private session with me each month, and we will review your numbers together. We will consider your goals, what’s coming up for you around your business and money, as well as where you’d like to go next. This is an excellent choice for people who struggle to stay present and engaged with their money and want greater ease, clarity, and empowerment.
Your Next Steps
I work with coaches, consultants, therapists, and other creative small businesses that have an established practice and a dedicated business bank account. If you feel a flicker of dread when you think about your books, or you have simply stopped looking, we should definitely talk.
Note that at this time, Financial Stewardship does not include tax preparation or tax advice, payroll, audits, or cleaning up years of old records. If you need any of those services, I am glad to give you a quote, or I can point you toward someone who will take good care of you.
If any of this sounds like a sigh of relief, click the button below to schedule a call. It takes thirty minutes, and we will look at how your finances work now, how you would like them to feel, and whether I am the right person to support you and your business. If we are a match, I will create a bespoke proposal based on your small business needs and desires. Retainer packages begin at $270 per month for accounting only; accounting plus advisory packages start at $550 per month.
What clients say about money work with me
“Working with Nona on my money feels like church to me”
Working with Nona on my money feels like church to me. It is liberating, it is redemptive, it is in a container but not constraining. It is healing, and it is freedom - all in a mysterious yet accessible way.
If I had this type of wise counsel, coaching, and plan 40 years ago, who would I be today? I am sure that my life would have gone on a different trajectory completely. Yet, through working with Nona, I know it is not too late.
In just a few months, I am experiencing dramatic results like: A lot less stress and worries about money. I feel more sufficient. I am able to imagine different outcomes. I have a financial plan. I am sticking to it. I feel good about savings and now we are diligently working on bringing in more income. We cleaned house first and made room for the new to come in.
I unequivocally recommend her. She is a gift - a teacher, a healer, a wise woman, and an advocate whose mastery is palpable.
Iyabo Onipede, Theologian, Educator, and Racial Peace Builder
Nona's coaching covers all the bases: she holds her clients with a deep, spiritual, loving, strong presence while making room for lightness, joy, exploration, and expansion.
I am leaving our coaching partnership empowered, standing in a place financially that I never expected, clear on critical next steps and my overall focus for the path ahead, and excited for what's to come. Thank you, Nona!
-Laura Neff, Executive Coach
Do you have questions I haven’t addressed?
Please reach out and connect. I want you to have the information you need to make an excellent decision.