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.
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.
That's the standard advice. Two problems with 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.
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.
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.
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.
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.
Every workshop, every template, every replay — all in one place. Cancel any month and access ends, but anything you've already saved is yours.
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:
See what's coming in, what's going out, and what's actually safe to spend — before the month gets away from you.
Know whether your ad spend is making money or quietly bleeding it, with the numbers that actually matter in one view.
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.
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:
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.
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.
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.
You can cancel any month. You'll lose access to the library and the live call, but anything you've already downloaded is yours.
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.
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.
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.
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.
Both are month-to-month. Cancel anytime. Same great library — Sidekick just adds direct access to me.
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.
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Sending the nerdy money love.