A practical bookkeeping education program for business owners who need cleaner books, clearer reports, and fewer tax-time surprises — delivered in a format that fits your audience.
The Financial Check-Up™ is a practical financial education program built for established small business owners who already use QuickBooks, work with a CPA, or have some financial support in place — but still don't fully trust the numbers they're looking at.
As a partner, you can bring that training directly to your clients, members, or audience in a format that complements the work you already do. No accounting jargon. No bloated curriculum. Just plain-English bookkeeping education built around the real issues business owners run into every day.
For consultants · coaches · CPAs · membership groups
A smarter way to support business owners between "you need better books" and "talk to your CPA."
The Financial Check-Up™ helps business owners understand what their books are actually saying, spot preventable mistakes earlier, and stop creating confusion through messy reporting and mixed transactions.
The Financial Check-Up™ partner program is designed for professionals and organizations who already support small business owners — and want to give them better bookkeeping education without having to build the curriculum themselves.
Add a structured financial education layer to your coaching work without becoming the bookkeeping expert yourself.
Help clients arrive more organized, ask better questions, and understand their books before tax season pressure hits.
Offer members a practical educational benefit that helps them strengthen financial habits throughout the year.
Support retention and client outcomes by helping business owners build healthier bookkeeping habits and clearer reporting routines.
Plug a real-world bookkeeping curriculum into your program without building it from scratch.
Most established business owners aren't missing software — they're missing a clear, plain-English understanding of what their numbers are telling them and how to stay organized between tax seasons.
They may already have QuickBooks, a CPA, or even a bookkeeper. But they still don't know how to read their Profit & Loss with confidence, spot common bookkeeping mistakes early, or keep owner transactions from quietly muddying the books.
Choose the delivery format that fits your audience — or combine them into a longer client education program.
A 60–90 minute bookkeeping education session for business owners, with practical takeaways and live Q&A.
Best for: associations, member events, one-time trainings, and introductory client education.
A four-session client training program covering the full Financial Check-Up™ curriculum — including worksheets, practical examples, and a clear follow-up structure.
Best for: coaching programs, advisory firms, cohort-based education, and deeper client support.
A customized partner-facing version of The Financial Check-Up™ that can be delivered as a co-branded client resource, workshop series, or member education offering.
Best for: firms and organizations building a longer-term client education asset or recurring member benefit.
Not sure which format fits? Send an inquiry and we'll recommend the best structure for your audience.
The Financial Check-Up™ is built around outcomes, not just curriculum. Clients leave with clearer reporting habits, better bookkeeping awareness, and more confidence in the numbers they're using to run their business.
No long sales cycle and no rigid template — just a short conversation, the right format, and a polished program delivered to your clients.
A short discovery conversation about who your clients are, what they're struggling with, and what success would look like.
Workshop, four-week series, or co-branded education — matched to your audience size, timeline, and engagement style.
Michelle leads a practical, plain-English bookkeeping education experience your clients can put to use immediately.
Founder, Myrick Balance Bookkeeping
Michelle is the founder of Myrick Balance Bookkeeping, where she works directly with small business owners on the real, day-to-day issues that show up in their books — cleanup work, report confusion, sales tax questions, owner transactions, and getting organized for CPA hand-offs.
That hands-on experience shapes how she teaches. The Financial Check-Up™ was built to translate bookkeeping confusion into plain-English understanding business owners can actually use.
Her goal isn't to turn clients into bookkeepers. It's to help them understand their books well enough to make better decisions, stay more organized, and stop creating preventable cleanup problems by accident.
Tell us a little about your audience and we'll help you decide the best Financial Check-Up™ format for your clients.
Partner with us
If your clients or members are strong at what they do but still struggle to understand what their books are saying, The Financial Check-Up™ can give them a clearer framework without adding more complexity to your work.
Let's find the right format for your audience.