BUSINESS BASICS FOUNDATION
A 1:1 Strategy Session with Matilda
Clear answers. Practical guidance. A stronger business foundation.
If you have ever found yourself wondering:
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Am I categorizing things correctly in QuickBooks?
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Are my books clean enough to make good decisions?
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Am I missing something important for taxes?
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Is my business structure still the right fit?
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Should I be paying myself differently?
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Why do my numbers still feel confusing even though money is coming in?
You do not need to keep guessing.
The Business Basics Foundation™ session is a focused, judgment-free 1:1 strategy session designed to help business owners get clear answers to the questions that affect their books, taxes, structure, and financial confidence.
This is not a long-term commitment.
It is not a sales call disguised as help.
And it is not a one-size-fits-all checklist.
You bring your most important business questions. Matilda helps you understand where those questions fit, what they may be pointing to, and what steps make sense next.
WHY THIS SESSION MATTERS
A lot of business owners are working hard, making sales, serving clients, and trying to keep things moving — but behind the scenes, they are not always sure if the financial side of the business is set up correctly.
Sometimes the books are not as clean as they should be.
Sometimes tax responsibilities are unclear.
Sometimes the business structure made sense in the beginning but no longer fits where the business is now.
Sometimes the owner is paying everyone else but has no real plan for paying themselves.
And sometimes the business owner simply needs a calm, experienced professional to help them sort through what matters now and what can wait.
That is what this session is designed to do.
The Business Basics Foundation™ session gives you space to ask the questions you have been carrying and receive practical guidance that helps you move forward with more clarity and less overwhelm.
WHAT THIS SESSION IS
The Business Basics Foundation™ session is a 45-minute, one-on-one strategy call with Matilda where you bring your top business, bookkeeping, QuickBooks, tax-readiness, structure, or owner pay questions.
Instead of walking through a rigid checklist, your questions guide the conversation.
Matilda will help identify which foundation area your questions connect to, explain what may need your attention, and help you understand what to do next.
Your questions may fall into one or more of these four core business foundation areas:
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Clean Books & Financial Visibility
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Tax Compliance Readiness
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Business Structure
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Owner Compensation & Financial Security
You do not need to know which category your question belongs in before the call.
That is part of the value of the session.
You bring the questions. Matilda helps connect the dots.
THE FOUR BUSINESS FOUNDATION AREAS
1. Clean Books & Financial Visibility
This area focuses on whether your bookkeeping is organized, accurate, and useful for decision-making.
Your questions may fit here if you are wondering:
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Am I categorizing income and expenses correctly?
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Why do my reports not seem to make sense?
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How do I know if my books are clean?
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What should I be reviewing each month?
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Why does QuickBooks feel confusing?
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What do I need to fix first in my books?
Clean books are the starting point for better business decisions. When the numbers are unclear, everything else becomes guesswork.
2. Tax Compliance Readiness
This area focuses on whether you are aware of the tax responsibilities connected to your business.
Your questions may fit here if you are wondering:
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Am I setting aside enough for taxes?
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Do I need to collect or pay sales tax?
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What filings should I be aware of?
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What happens if I have not been keeping up with my books?
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What should I discuss with my CPA or tax preparer?
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Am I missing something that could create problems later?
This session does not replace your CPA, tax preparer, or attorney, but it can help you understand what questions to ask and what areas may need attention.
The goal is to help you become more aware, prepared, and proactive.
3. Business Structure
This area focuses on whether your current business structure still makes sense for where your business is today.
Your questions may fit here if you are wondering:
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Should I stay a sole proprietor?
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Is it time to form an LLC?
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What is the difference between an LLC and an S Corporation?
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Does my structure affect how I pay myself?
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Should I talk to a CPA or attorney about changing my entity?
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Is my business set up in a way that supports growth?
The goal is not to pressure you into changing your structure. The goal is to help you understand whether your current setup still aligns with your business activity, revenue, risk, and next stage of growth.
4. Owner Compensation & Financial Security
This area focuses on how you are paying yourself and whether your business is supporting you financially.
Your questions may fit here if you are wondering:
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How should I be paying myself?
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What is the difference between owner draws and payroll?
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Am I taking too much or not enough from the business?
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Should I be setting money aside differently?
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How do I create a simple routine for owner pay?
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How do I stop feeling like the business is always taking from me?
A business should support the owner, not constantly stress the owner out.
This part of the conversation helps you begin thinking more intentionally about owner pay, cash flow, and long-term financial stability.
WHAT WE CAN COVER
Every session is based on the questions you bring, but common topics may include:
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QuickBooks questions
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Bookkeeping cleanup concerns
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Income and expense tracking
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Categorization questions
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Monthly bookkeeping routines
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Understanding financial reports
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Cash flow questions
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Tax-readiness concerns
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Sales tax awareness
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Annual reporting questions
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Business structure questions
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LLC vs sole proprietorship questions
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Owner draws vs payroll
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Paying yourself consistently
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What to fix first
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What can wait
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What support may be needed next
You do not have to have everything figured out before the call.
You only need to know what feels unclear.
HOW IT WORKS
1. Book Your Session
Choose a time that works for you and reserve your Business Basics Foundation™ session.
2. Submit Your Questions
Before the call, you will complete a short intake form and share the top questions or concerns you want to discuss.
This helps Matilda understand what is on your mind and where your questions may fit within the business foundation areas.
3. Meet with Matilda
During your 45-minute session, Matilda will walk through your questions with you in a calm, practical, judgment-free way.
The conversation will be guided by your needs, not a generic checklist.
As you talk through your questions, Matilda will help identify whether your concerns connect to clean books, tax readiness, business structure, owner compensation, or a combination of areas.
4. Leave with Clarity and Next Steps
You will leave the session with a clearer understanding of what is happening, what needs attention, and what your next steps should be.
The goal is not to overwhelm you with everything that could be done.
The goal is to help you understand what matters most right now.
WHAT HAPPENS AFTER THE CALL
After your session, you will receive a written recap that includes:
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The questions you brought to the session
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The guidance discussed during the call
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Which foundation area your questions connected to
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What needs attention now
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What can wait
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Helpful resources discussed during the session
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Recommended next steps, if additional support is needed
If Clean Numbers Bookkeeping is a good fit for your next step, Matilda will let you know.
If another professional, such as a CPA, tax preparer, attorney, or payroll provider, should be involved, you will know that too.
There is no obligation to move forward with Clean Numbers Bookkeeping after the session.
WHO THIS SESSION IS FOR
The Business Basics Foundation™ session is a great fit if you are a business owner who:
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Wants clarity before making financial decisions
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Feels unsure about bookkeeping or QuickBooks
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Has questions about taxes, reports, or financial routines
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Wants to know what to fix first
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Is not ready for ongoing bookkeeping but needs professional guidance
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Wants a calm, judgment-free space to ask questions
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Is trying to understand whether their business is set up properly
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Wants to stop guessing and start making more informed decisions
This session is especially helpful for business owners who are past the idea stage and actively operating, but still feel uncertain about whether the financial side of the business is organized, compliant, and supporting growth.
WHO THIS SESSION IS NOT FOR
This session may not be the best fit if you are looking for:
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Full bookkeeping cleanup during the call
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Tax preparation or tax filing
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Legal advice
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A full entity formation service
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A complete financial plan
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Ongoing bookkeeping support without first discussing your needs
If you need one of those services, the session can still help clarify the right next step, but the session itself is designed for strategy, clarity, and direction.
YOUR INVESTMENT
Business Basics Foundation™ Session
45-Minute 1:1 Strategy Session with Matilda
$247
Includes:
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Pre-session intake form
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45-minute strategy session
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Review of your top questions
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Guidance organized through the appropriate business foundation areas
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Written recap after the session
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Recommended next steps
WHY WORK WITH MATILDA
Matilda brings a calm, practical, and educational approach to helping business owners understand their numbers.
This session is not about making you feel bad for what you do not know.
It is about helping you see what is happening, understand what matters, and take the next right step for your business.
Whether your question is about QuickBooks, bookkeeping, taxes, business structure, or paying yourself, you will receive guidance that is clear, grounded, and focused on helping you move forward.
FREQUENTLY ASKED QUESTIONS
Do I need to have QuickBooks set up before booking?
No. You can book this session whether you are already using QuickBooks, using another system, or still trying to figure out what you need.
Will you review my full QuickBooks file during the call?
This session is not a full bookkeeping review or cleanup. However, you can ask questions about what feels confusing, what may need attention, and what next step makes sense.
If a deeper review or cleanup is needed, Matilda can recommend the appropriate next step.
Will all four foundation areas be covered?
Not necessarily.
Your questions guide the session. The four foundation areas are used to organize the conversation and help identify what your questions connect to.
Some business owners may have questions that mostly fall under clean books. Others may have questions that connect to tax readiness, business structure, or owner compensation.
The session is focused on what you need most.
Is this tax advice?
This session may help you understand tax-related responsibilities and identify questions to bring to your CPA or tax professional, but it does not replace tax preparation, legal advice, or personalized tax/legal guidance.
What if I need ongoing bookkeeping after the session?
If ongoing bookkeeping support makes sense, Matilda will explain what Clean Numbers Bookkeeping offers and whether it may be a good fit.
There is no pressure and no obligation to move forward.
What if I only have one or two questions?
That is perfectly fine. The session is designed to give you focused guidance. Sometimes one or two strong questions are enough to uncover the clarity you need.