YOUR ROADMAP
Your path to financial clarity — from wherever you are right now.
Every client starts in a different place. Here's how we figure out where you are — and where we go from there.
FREE
1
STAGE
The Clarity Audit
Complimentary
A personalized financial review of your business — at no cost. Ebony reviews your situation and sends you a detailed recap email within 24 hours. Your recap includes a plain-English picture of where you stand financially, the gaps she identified, and one recommended next step tailored to your specific situation.
GET ORGANIZED
STAGE
2
Foundation Fix
$59/hr — $500 minimum
For business owners whose books are behind, disorganized, or have never been properly set up. Ebony goes in, cleans everything up, builds your chart of accounts correctly for your industry, and establishes your financial baseline. You walk away knowing exactly what you have, where it went, and what your real starting point is. Includes 30-day email support.
GET A STRATEGY
STAGE
Financial Clarity Session | The Legacy Partnership
$247 one-time | $1,500/month retained
3
Financial Clarity Session — $247
A 60-minute one-on-one strategy call. You receive a personalized recap email with 3–5 key financial insights, identified gaps, and prioritized next steps. Ideal for business owners who want a direct conversation before committing to ongoing services.
The Legacy Partnership — $1,500/month
Full retained financial strategy and bookkeeping. Profit planning, business health analysis, tax strategy, quarterly strategy sessions. $500 onboarding fee includes a full Workflow Audit at no additional charge.
STAY ON TRACK
STAGE
4
The Bottom Line Insider
$49/month
Monthly insider access to the financial strategist framework. Every month you receive: a tax update that directly affects your bottom line, a QuickBooks Online deep dive with screen share walkthrough, and a real client solution — an actual financial challenge Ebony solved and exactly how she did it. Plus access to a growing library of recorded trainings from every previous month.
Coming Soon. Join the waitlist to be notified first.
Prefer to start on your own? We have digital tools built with the financial strategist framework — ready for instant access.