Accountant in Your Pocket Club — Nerdy Number Lovers
The Accountant in Your Pocket Club

The accountant you'd hire if you could afford one. For $25 a month.

You don't need a CPA on retainer. You need someone who knows what they're doing, who you can actually reach, who won't bill you $400 every time a 1099 lands in your inbox. That's the Club: a library of 20+ workshops, done-for-you spreadsheet templates, fresh content every month, a monthly group accountability session, and the option to add direct access to me. Built and run by a former government auditor. Taught in plain English.

Now with monthly spreadsheet templates — starting July 2026

The problem nobody tells you about


You've done the bookkeeping basics. You know how to track your transactions, you know what a P&L is, and you've stopped guessing at categorizations.

Then a 1099 lands in your inbox and you don't know what to do with it. Or you're considering switching from sole prop to LLC and have no idea if it changes anything. Or your CPA mentioned "S corp election" in passing and you nodded like you understood.

These aren't questions Google gives you a clean answer to. They're not big enough to justify $300 for a CPA consultation. They're the in-between questions that pile up and quietly cost you money.

"Just hire a CPA"


That's the standard advice. Two problems with it:

  • A CPA charges $200 to $500 an hour. You can't afford to call them every time a question comes up.
  • Most of what you actually need isn't tax filing. It's bookkeeping, business structure, recordkeeping, and financial decisions — and a CPA isn't even the right person for most of it.

You need an accountant. Specifically, an accountant who picks up the phone. Or in this case, opens the workshop, hands you the template, runs the monthly call, and answers the question in your inbox.

What you get with Solo — $25/month


The full workshop library

Over 20 workshops, written and recorded — everything from BOI reporting to S corp elections to "what to do when business is slow." Read or watch at your own pace. The full list lives inside the member hub.

Done-for-you spreadsheet templates

Plug-and-play spreadsheets you can copy and use in your own business today. No building from scratch, no broken formulas. Every template opens with a Start Here tab and a short Loom video walking you through exactly how to use it.

Fresh content every single month

Each month during the first week, new content drops — and now it alternates: a new workshop one month, a new set of spreadsheet templates the next. You keep building both your knowledge and your toolkit. You'll get an email when it's live, so you never have to check back.

Monthly group accountability session

A live call on the first Thursday of each month at 10am Eastern. Half working session, half Q&A — bring what's stuck, put your butt in the chair, and leave with answers. Recorded for replay if you can't make it live.

Member-only hub access

Every workshop, every template, every replay — all in one place. Cancel any month and access ends, but anything you've already saved is yours.

New — Launching July 2026

The template side of the Club starts now


Knowing what your numbers should do is one thing. Having the spreadsheet that actually does it is another. The Club now hands you both. We're kicking off the template library in July with three you can put to work immediately:

Template 01

Cash Flow Planning Template

See what's coming in, what's going out, and what's actually safe to spend — before the month gets away from you.

Template 02

Advertising Metrics Tracker

Know whether your ad spend is making money or quietly bleeding it, with the numbers that actually matter in one view.

Template 03

Revenue-to-Waitlist Calculator

Work backward from your revenue goal to the exact number of people you need on the list to hit it.

Every template includes a Start Here tab with a Loom walkthrough. After July, workshops and templates alternate month to month — so the library keeps growing on both sides.

Want direct access? Upgrade to Sidekick — $60/month


Sidekick gives you everything in Solo, plus direct Slack access to me on Fridays from 10am to 3pm Eastern. Real answers without a $300 consultation fee. The questions Sidekick members usually bring:

  • "I just got this 1099. What do I do with it?"
  • "I had a weird transaction this month — where do I categorize it?"
  • "I'm thinking about switching from sole prop to LLC. Does my bookkeeping change?"
  • "My CPA said something I didn't understand. Can you translate?"
  • "Can you look at my P&L and tell me if anything looks off?"

Most of these answers take me ten minutes. They'd cost you hundreds in a CPA consultation. With Sidekick, they're already part of the membership.

Why me


Hi, I'm Clarissa. Three accounting degrees, more than 20 years in the field, and 6+ years as a government auditor walking into small businesses, finding their bookkeeping mistakes, and assessing fines with no warnings.

I left to teach the right way before someone like my old self shows up. The Club exists because I kept getting the same questions from the same business owners. They didn't need a CPA. They needed someone who could answer their question in plain English, on demand, without billing $300 every time. So I built it.

Most "money advice" online comes from people who aren't accountants — entrepreneurs who figured out their own situation and now sell that to you. Some of it's right. A lot of it's wrong. With me, you're getting the actual accounting answer.

"But —"


"$25/month feels small but it adds up. Is it worth it?"

One workshop bought separately on my site is $27. The Club gives you 20+ workshops plus the growing template library for $25. Even if you'd only buy one workshop a year, the Club is already cheaper — and that's before the monthly accountability call.

"What if I cancel?"

You can cancel any month. You'll lose access to the library and the live call, but anything you've already downloaded is yours.

"I'm not sure I'll actually use it."

If you have one or two questions a quarter you'd otherwise ask a CPA, the Club pays for itself in the first question. If you don't, you weren't going to pay a CPA anyway. Cancel any time.

"Do I need to have my bookkeeping done already?"

No. Members come in at every level. If you're earlier in the process, the workshop library, the templates, and the accountability call will save you a lot of trial and error.

"What about international members?"

Bookkeeping principles are universal. US-specific topics (sales tax, federal forms, S corp election) are taught from a US perspective. Most international members find 70% or more of the content applies to their business.

"What's the difference between Solo and Sidekick?"

Solo gives you everything except direct access. Sidekick adds Slack access on Fridays (10am–3pm Eastern) so you can bring me your questions between workshops, templates, and accountability calls.

Pick your level


Both are month-to-month. Cancel anytime. Same great library — Sidekick just adds direct access to me.

Solo

$25 / month
Everything you need to answer your own questions.
  • Full library of 20+ workshops
  • Growing library of done-for-you spreadsheet templates
  • Fresh content monthly — workshops & templates on alternating months
  • Monthly group accountability session (recorded)
  • Member-only hub access
Join Solo — $25/month
Most support

Sidekick

$60 / month
Everything in Solo, plus me on call.
  • Everything in Solo
  • Direct Slack access to Clarissa
  • Fridays, 10am–3pm Eastern
  • Same-day answers on Fridays
  • Private questions, not in front of the group
Join Sidekick — $60/month

Quick answers


Price: $25/month Solo, $60/month Sidekick
Billing: Monthly. Cancel anytime.
What's inside: Workshop library, spreadsheet templates, new content monthly, monthly group accountability call
Sidekick adds: Direct Slack access Fridays, 10am–3pm Eastern
Time commitment: Self-paced. Workshops & templates are ready when you are; the monthly call is live and recorded.
Refunds: No refunds on monthly billing. Cancel any month to stop future charges.

You don't need to keep googling and hoping


You don't need to pay $300 every time a financial question lands in your inbox. For $25 a month, you can stop doing both — and walk away with the workshops, the templates, and the answers you actually need.

Sending the nerdy money love,
Clarissa
Nerdy Number Lovers  ·  The Accountant in Your Pocket Club  ·  Run by Clarissa Wilson
Month-to-month. Cancel anytime. No refunds on monthly billing.

© 2026 The Club. All rights reserved.
Sending the nerdy money love.