Personal bookkeeping & budgeting
Clarity about your money.
The CMB Co helps individuals — writers, artists, founders, and other people with better things to think about — finally see where their money goes and build a budget they'll actually keep. No jargon. No judgment.
What I help with
For individualsSee where it goes.
First we make the picture honest and clear — your accounts organized, your spending visible, and nothing slipping through the cracks.
- ◆ Personal bookkeeping
- ◆ A "where's my money going" review
- ◆ Cash-flow clarity — in vs. out
Build a plan you'll keep.
Then we shape a budget around your actual life — not a spreadsheet someone else made — and revisit it as things change.
- ◆ Budget design around real life
- ◆ Quarterly check-ins
- ◆ Calm, plain-English answers
Especially for creatives, freelancers, and independent professionals — anyone with irregular income, or a habit of avoiding the banking app.
How it works
Three stepsA free discovery call
Thirty minutes to understand where you are and what's keeping you up at night. No prep required.
We map your numbers
I get your books in order and build a clear view of cash, spending, and what each figure means.
Ongoing clarity
A steady monthly rhythm — clean reports, real answers, and decisions made with confidence.
The CMB Co is a small, deliberate practice. The idea is simple: most companies and most people don't need a full finance department — they need one steady, senior person who keeps the numbers honest and explains them in plain language.
Remote by design, discreet by default, and built for long relationships rather than quick projects. Whether you're managing an irregular freelance income or just trying to understand your own spending, the work is the same — clarity, and the calm that comes with it.
Let's talk
Spend thirty minutes. Leave with a clearer picture.
A free, no-obligation conversation about your money — no spreadsheets required.
Book your free consult →