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YOU’RE JUST 60 MINUTES AWAY FROM YOUR FINANCIAL BREAKTHROUGH.

With just an hour of 1:1 conversation, we’ll . . .

  • answer all your burning questions,

  • dig into your biggest money mindset issues,

  • and identify your next steps towards financial wellness!

 
 
 

HERE’S HOW IT WORKS :

 

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Click the pink button and fill out the form! You’ll automatically receive a detailed Contract via email that you’ll want to sign immediately to get started.

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You’ll then receive the invitation to book your call, pay your invoice, and fill out the Pre-Session Questionnaire. I heavily rely on this, so this is your chance to throw word count to the wind and tell me what’s on your mind!

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Then we’ll have our 60-minute call via Zoom at the time you scheduled it for! We’ll talk about where your personal and/or business finances are at, what you’re struggling with, what questions you have, and what your next steps should be.

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Following the call, I’ll send you super-detailed notes from our chat (usually supplemented with further insights and research!) and a video recording of the whole session! Then all you have to do is take what you learned and go change your financial story.

 
 
 
 
 
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Nap lover, buffalo wing addict, and overly-obsessed dog mom.

At one point in my life, I was crazy enough to get an accounting degree even though I’ve always been a creative soul.

I quickly learned that public accounting wasn’t the career for me, but that didn’t stop me from developing a passion for helping entrepreneurs with their money!

Now, I’m on a mission to remove the risk and uncertainty of self-employment income and teach heart-led girl bosses how to build a profitable business that serves the life of their dreams.

I take a holistic approach to money management by addressing all aspects of your personal AND business finances, helping the two to work together!

And I can’t WAIT to work with you!

 
 
 
 
 
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SHEILA JOY | Business Coach for Bloggers
INSEARCHOFSHEILA.COM

“Math has NEVER been my strong suit. And when it came to managing my blog + business finances, I got confused and overwhelmed in an instant. Which is why I jumped at the chance to have a coaching call with Katie! In 60 minutes she answered all my burning questions in words that made sense to me, gave me an action plan to get all my money stuff sorted and optimized, and really helped me finally take charge of my finances.

And she didn’t stop there, after our call she followed up with detailed notes and tips that laid out everything we talked about (and more!) Now I know exactly how to track my income and expenses, what I need to be doing once tax season rolls around, and how to make time for accounting. And get this: I’m actually excited to manage my finances now (I know, crazy!) I can’t recommend Katie enough!”

 
 
You must gain control of your money or the lack of it will forever control you - dave ramsey quote
 

SO WHAT CAN I USE THIS CALL FOR?

This 60-minute MONEY BREAKTHROUGH SESSION serves as your virtual brain dump of whatever’s on your mind about money! The goal is to help you find clarity, understanding, and new direction!

These calls usually start as a venting process, then lead into questions (and answers!), and wrap up as a personalized game plan with renewed confidence!

So, for starters, here are common questions my clients love to ask!

  • What am I supposed to even DO for my business’ finances?

  • I feel like I’m constantly putting out fires between my personal and business finances. How can I regain control?

  • How can I start paying myself so that my business helps me reach my goals?

  • How does bookkeeping work, and how can I get on the right track with it?

  • How can I get more organized and consistent with my money?

  • I’m so intimidated by money - what can I do to feel more confident?

  • I struggle with budgeting and managing my hard-earned revenue - how can I be better?

  • How can I get my business to start serving me again?

But don’t stop there! What’s weighing on your mind?

I love to talk money mindset and money management - so let me help!

 
 
 
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HANNAH MURPHY | VIRTUAL ASSISTANT & PRODUCTIVITY EXPERT
WITHHANNAHMURPHY.COM

Before my call with Katie I had very little idea about the financial side of my business. I wasn't sure of the process of bookkeeping [and money management] and I knew I needed to fix it up.

After my call with Katie, I can say this is one of the best investments I've made in my business and I wish I’d done it sooner. I now have a better grip on finances in my business and a step by step action plan for improving things long-term.

I couldn't be more thankful for Katie, and if you're considering working with her, I'd 100% recommend it.

 
 
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Frequently Asked Questions



Can you teach me how to use quickbooks / do my own bookkeeping?

I’m always happy to share what I know about bookkeeping! However, we’ll have to stick to the basics. This session is a coaching conversation, not intended for in-depth training. Bookkeeping doesn’t have to be difficult, but it also is a complicated field. While my professional experience was in bookkeeping, I’ve moved on from that world! It’s simply not my zone of genius - so I’ve partnered with someone who’s more of a bookkeeping rockstar! If you need bookkeeping services or 1:1 training with Quickbooks Online software, head over to see Adrienne of InLine Accounting!

I have tax questions, can you help me with my specific tax situation?

Again, always happy to share what I know! The CPA firm I worked at specialized in tax preparation, and I’ve prepared more than a few returns myself. I can teach you how taxes work, how your business will affect your taxes, ways you need to prepare, ways to organize your records, etc. However, if you’re looking for in depth, personalized tax strategy and tax preparation services, I’ve partnered with a U.S. tax pro for that! Head over here to meet Melissa Whaley, and let her know I sent you!

Is this service refundable?

Paying for a coaching session is paying for time, so your $197 payment is non-refundable once we’ve had our session. But if you feel like I under-delivered in any way, please email me and let me know! I will move mountains to make sure you feel like you were served appropriately. :)

Don’t see an answer to your question?

Send over a quick email to katie@thelazysource.com and I’ll do my best to ease your worries!

 
 
 
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lauren Lasky | squarespace designer
TAYLARDIGITAL.COM

Katie was wonderful to speak with on the clarity call. I came into the call feeling very lost about how to handle my finances for my business since I just went full time a few months ago. But she answered all my questions thoroughly and followed up with an amazing PDF summarizing all the things we touched on and more.

The accounting aspects of my business no longer feel like a looming cloud over my head. I feel much more confident about tax preparation and know what my next steps are. Katie over-delivered on value and I would highly recommend her to any new business owner who needs to take the first step in gaining clarity on their finances.

 

 
 
 

I can’t wait to work with you! Talk soon!

- Katie Scott