Accountant in Your Pocket Money Club

with Clarissa Wilson & Nerdy Number Lovers

The club that all business owners need, because you can get expert answers tailored to your business finances quickly.

Growing your confidence with your business finances will have a positive effect on your bank balance and business success.

Proceed with caution!

 

You want business success this year. Money and financial questions no longer have to stand in your way!

 

Imagine this: you have a question that relates to your business money, you can ask that question and get an answer in plain English that you actually understand. There are no stupid or silly questions. Your questions get answered every week in a way that you can understand them. 

 

Maybe you have an accountant to help you in your business (or maybe you haven’t even hired one yet). But you still don’t feel comfortable going to them to get answers to basic questions. Or they charge you an arm and a leg to just reply to an email you sent. 

 

True story: one of clients has an accountant that charges her $500 an hour every time she asks a basic question to them. She couldn’t understand why their invoices were so high, until we reviewed the line item invoices. She realized I can answer these questions and they are included in our service, so she has been saving thousands every month now by working with me. 

 

Some accountants will charge you huge fees just to answer questions, others, like me, include it in our services. But, very few will explain it in terms that you can fully understand and implement in your business. 

 

In your business though, you need to be able to understand your business finances, even if you don’t understand your accountant. This is key to growing your business. 

 

What if you don’t even know what questions to ask? 

No worries! Being in the Accountant in your Pocket Money Club means you get to benefit from the questions that other members ask, as well. You get your questions answered in a one to one setting. The questions that do not apply to your business specifically will be shared in the membership hub (without any identifying information) for all members. 

No one wants their money questions asked in a group setting. 

You will be in good hands. You get to ask me your questions directly to me through Voxer. While answers (without any identifying information) will be shared in the membership hub, you get the safety of asking your questions without having to ask in front of a group. 

Join the Club

  • Ask your business finance questions through Voxer during office hours on Fridays
  • Resources and frequently asked questions vault
  • Ask your questions any time any day of the week

$50 per month

Become a VIP

  • Ask your business finance questions through Voxer during office hours on Fridays
  • Resources and frequently asked questions vault
  • Ask your questions any time any day of the week

$250 per month

Only 10 8 places remaining

Why choose Clarissa?

15 years as an accountant, 6 of those years spent as a government tax auditor and owning and running my own business for 8 years. 

I speak plain English, none of that accountant speak that is hard to understand or even know what is being said. 

I’ve worked with everyone from start-ups to $50m e-commerce businesses. And I’ve audited 100s of businesses for the government. 

I am obsessed with small business owners having the money stuff correct in their business and the business owner understanding their finances to grow their business so they can have the life they dreamt about. 

I know what it’s like to be emotional with money and have the money mindset issues. I’ve had my own, yes even accountants have issues. 

I’ve become an expert at making the business finances simplified and easy to understand. Many of my clients like to say, “I wish I’d found you sooner.”

The Details

Weekly Voxer Office Hours – Fridays 10am to 4pm Eastern time – get your questions answered directly by me by either voice or text message. There is no limit to number of questions you can ask, they will be answered in the order I receive them. 

FAQ’s and resources in the member’s hub.

Keep the rate you sign up at, even when the price rises, you will keep your rate, unless you cancel and decide to come back

USA business focused

Open to businesses no matter what stage of business you are in

$50 recurring per month

Frequently Asked Questions

Do you give tax advice?

It will depend on the tax advice you are seeking. Basic tax questions that apply to almost all businesses, yes I will answer those. Questions that are specific to you and your business, like What is my business’s tax rate I am being charged? Cannot be answered in this membership. 

Can you review my spreadsheet or other document I have for my business?

No, the Voxer Office hours are designed to exchange voice notes and texts, reviewing of documents isn’t included.

Do I need to be available for Office Hours every week?

No, not at all. The office hours are weekly because I don’t want you to have to wait if you have a question you do not need to ask something or be available every week.

What if I don’t know what to ask?

Sometimes, we really just think we don’t know what to ask. Maybe you need to check the hub and see if you need more information based on previous questions. Or check where you are stuck with your business finances.

What is Voxer?

Voxer is a walkie-talkie-style free app (it works like WhatsApp but you don’t see each other’s phone numbers). It allows us to share voice notes and texts throughout the weekly office hours.

Do you have an affiliate program?

Yes! If you know someone else who would benefit from Small Biz Finances Money Club you’ll get details of the affiliate program when you sign up. You’ll get 25% commission for anyone that signs up using your link, for as long as they are a member. Sign up 4 other people and your spot is essentially free!

Can I cancel?

You can always cancel. There will be no refunds or partial refunds. If you cancel mid-month, you will remain a member until your paid month ends. 

Some Examples of Questions that Have Been Asked

  • How would I classify xxx expense in my bookkeeping software? 
  • Which is the best bookkeeping software for me to use in my business? 
  • Do I need to count this gift that I received as income in my business? 
  • Should I get an EIN for my business? 
  • Do I need a PayPal business account? 
  • How can I get rid of these PayPal/Stripe/Square fees? 
  • I received this letter from my bank/the IRS/my state/etc., and I don’t know what it means. Can you explain it? 
  • I want to hire xxx person, this is what they do. Are they an employee or contractor? 
  • Do I need to issue 1099’s to the people I hired in my business?
  • How do I account for xxx purchase that I accidentally purchased with my personal bank account? 
  • How do I handle travel expenses for my business?
  • How can I make this expense a business expense? 

This is only a small portion of the questions I’ve received from clients. As long as I can answer the question for you, I’ll do so. If I can’t answer the question, need more information, or need you to reword the question, I’ll let you know. 

There is no limit to the number of questions you can ask during office hours, but questions are answered on a first come, first serve basis.