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Do you feel like something is holding you back in business?
Can you name it?
Can you measure it?
Can you release it?
Money Maps see and name anchors in your business – it’s not gut feeling, not intuition, not guesswork, not opinion. It’s money. And it doesn’t lie.
There are a lot of accounting services that could deliver financial data to you.
It’s one thing to have an external system giving you data. It’s quite another to make that system internal so you can really live and feel your numbers.
That’s what being a Money Storyteller means. With BKA services, you’ll still get feelings that something is “off” in your business, but you’ll also have the skills and tools to find and solve problems. Once found, you can make more money.
BKA is a virtual accounting firm.
With Katherine Pomerantz at the helm, this team of trusted bookkeepers and accountants uses Money Storytelling to customize their services for business owners.
Money will be affected by every area of your personal and professional life. Your accounting service should be as unique as your life and business.
BKA services act like a menu. Most clients receive a mix of the services below to create the right financial foundation for their creative fulfillment and freedom.
Most break their payments into a set monthly fee.
Pricing is dependent on scope and complexity. Book a free Discovery Call to receive your custom quote.
MONEY MAPPING INTENSIVES
A money mapping intensive is time to integrate your bookkeeping and financial reports with a values-driven review of your business.
It’s a chance to release the stress of past Money Stories, to celebrate and build on past wins, and to create a Money Map to guide your business towards your ideal life and future.
This is a 1:1 coaching intensive with Katherine Pomerantz. Together you will create a financial dashboard for your business.
Clients book Money Mapping Intensives on a quarterly, semi-annual, or annual basis
$ 3,000 per intensive
TAX SERVICES
New tax clients receive 1:1 coaching with Katherine Pomerantz to create annual business goals, ensure bookkeeping is accurate, and their tax strategy supports every aspect of their life and business.
Ongoing clients receive quarterly business reviews, estimated tax support, unlimited questions, and proactive strategy to support business growth and change.
Sole Proprietor / Personal Tax Package $ 297 per month
Corp / Partnership / Business Tax Package $ 447 per month
BOOKKEPING SERVICES
New bookkeeping clients receive a comprehensive operations review of your whole company to ensure the information reaching your accounting team is accurate and timely.
Team BKA will then cleanup or setup your accounting software, train team members, and create written Standard Operating Procedures (SOPs) for your financial systems.
Ongoing bookkeeping services can include tax services, payroll management, bill pay, invoicing, inventory management, data entry, simple administration tasks, and creation of monthly financial reports.
One time setup fee $ 3,500 – $ 10,000
Ongoing fee $ 1,000+ per month
We can create financial reports, budgets, strategy maps, etc. We can further set up bookkeeping systems to feed these reports. But that doesn’t change your day-to-day responsibility as a business owner.
You still have to take action on these reports, update them regularly, and continuously refine your strategy. This often feels overwhelming or confusing, so most business owners give up or skip this work altogether.
If you can approach this as a Money Storyteller, then it’s easier, faster, and – dare I say it – fun.
It’s this unique perspective that makes BKA so valuable. Yes, we use traditional accounting tools. But because of our Money Storyteller approach, they are more effective for YOU to implement.
FINALLY TRUST THAT YOUR MONEY IS TAKEN CARE OF,
SO YOU CAN FOCUS ON WHERE YOU’RE THE MOST VALUABLE.
FINALLY TRUST THAT YOUR MONEY IS TAKEN CARE OF, SO YOU CAN FOCUS ON WHERE YOU’RE THE MOST VALUABLE.
And how we help you move to the next level.
Revenue $0-$199,999
You’ve got a really good idea, but you’re growing slowly. There’s a real feast or famine with your income. It feels like you’re trading time for money.
Focus of service:
Money Maps You Need to Master:
$200,000 – $999,999
You’ve built up substantial numbers of clients and customers, but that means you’re now juggling a lot of balls. Every new thing feels complex at this stage.
Focus of service:
Money Maps You Need to Master:
$1,000,000 plus
You now have a solid team in place and a lot of responsibility. You want to make sure the business remains profitable and scalable and leaves the legacy you dreamed of.
Focus of service:
Money Maps You Need to Master:
This is a 1:1 mentorship program where we do a deep-dive into your business.
I work with you to design your money map, a custom money-management strategy that lines up with your mission. I also equip you with emotional and mindfulness tools to tackle ongoing stressors surrounding money and give you control over your financial future.
The program duration is 90 days, with a support and implementation period of up to 6 months.
A full-service accounting firm that provides ongoing tax, bookkeeping, and CFO services for creative businesses.
With all the big work done upfront and your mission-driven financial system built, you need a bookkeeping team to run it.
My team uses the Chaos Money Framework to provide insight and accountability towards your goals.
As my bookkeeping client, you’ll be unstoppable. You will instantly understand how well your business is (or isn’t) performing and easily identify trouble spots and develop strategies to combat them.
Through our 100% secure, cloud-based accounting, you will be able to instantly retrieve any old records and completely withstand an audit.
And when it’s tax time, you will feel confident you received the maximum tax deduction because EVERYTHING is accurately recorded.
To work with my team or discuss your bookkeeping needs, fill out this intake form and schedule a 30-minute discovery call.
You will:
Have a clear understanding of high-level financial concepts as they relate to your business.
Feel empowered to lead your team and business, make more impact, and help people.
Get your time back. With a lot of the work done upfront, all you’ll need is to refine your money map to meet changes and growth in your business.
But that’s just scratching the surface. You will also:
Spend your time in more effective ways, working only on areas that really affect your business.
Have better clients – because you have a much better system for evaluating what things are worth your time.
Enjoy better negotiating power. You’ll be much clearer on the value you provide and be able to stick up for yourself.
Have improved relationships with yourself and your money
And be less stressed about money. You’ll be able to survive and thrive in the face of crisis because you know a crisis won’t break you. No more panic. Just more success.
Got a specific accounting question?
Book a quick, 1-hour, strategy consult for $197.
We’ll dive into your most pressing money issue and get you unstuck fast.
HERE'S SOMETHING FOR YOU!
Subscribe here to get my Money Letters straight to your in-box!
HERE’S SOMETHING FOR YOU!
Subscribe here to get my Money Letters straight to your in-box!
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