DONE FOR YOU FINANCES

Our work for you will be:

  • Personalized

    Our initial sessions will be dedicated to assessing your current business financial wellness and creating a personalized plan to fit your unique needs and goals.

  • Targeted

    Everyone has pain points when it comes to achieving full business financial wellness. I’ll work closely with you to help identify and overcome your triggers and sticking points.

  • Integrative

    Since achieving business financial wellness is more than just bookkeeping, I’ll be guiding you toward other helpful practices such as overcoming money trauma, habit resets, and more.

How you’ll feel

Relieved, energized and able to focus on creating, building and growing your business!

What you’ll get

map your business goals

DELIVERABLES

  • DFY (Done For You Bookkeeping) > weekly + monthly maintenance: correctly categorizing income and expenses; monthly account reconciliation; accurate sales tax calculation

  • Personalized & documented work flows to correctly map your business finances and build your accounting/bookkeeping procedures to incorporate into your SOPs

  • Invoicing support

  • Monthly 60-minute, 1-on-1 sessions to review numbers, ask questions, plan for wealth

  • Money Flow Tips in your in-box (tools + resources for navigating your business money flow)

DFY Finances is the perfect fit for the business that is scaling fast and trying to keep up with all the things!

HUMAN SUPPORT

  • Goal support, guidance and habit-hacking on your path to building wealth

  • Owner thought partnership to gain clarity about your business finances

  • Personalized guidance and support via Voxer

  • Support and translation of CPA guidance

  • Latest updates on tax policy changes, access to funding, etc.

$895 / month

FAQs

What types of clients do you serve?

Most of our clients are coaches, consultants and creatives and, like us, don’t check the traditional boxes. We focus our work on businesses with single business owners and those that have small teams.

My finances are pretty messy, will you judge me for it?

Numbers are numbers and we leave the judgement out of it. Our Founder & CEO, Julianna, knows what it takes to be scrappy when business is tough. She creates a safe space to ask all the questions and gently guides to the best practices in bookkeeping & business finances so you can feel calm and supported.

What does “DFY” mean?

DFY is shorthand for Done For You. That means that Silva Strategies actually does your weekly bookkeeping, monthly reconciliation, payroll processing + compliance, financial reports and sales tax calculation.

If you are doing my bookkeeping, what am I doing in my business?

Making day-to-day business decisions is more practical when you have good data to inform your decisions. We keep you up-to-date so you can create new offerings + products, sell to new channels and create the vision for where you want your company to go!

I’m not sure what service to choose - can you help?

Yes! Book a Discovery Call with Julianna and she can help you figure out the best offering for where you are now in your business. Be ready to meet serious positivity!