Know exactly
what's yours
to keep.
Your monthly partner in the money.
A monthly service for women earning their living online. Once a month, I close your books, set your tax reserve, recommend what you can pay yourself, and send a one-page summary on day 10 with the 2–3 specific moves to make this month. Ten seats, by application. Begins with a $1,250 audit.
You're earning. You still don't know where the money goes.
Whatever you closed last month, the deposits cleared. You can pull a bank balance on demand. But if I asked you right now, no warning, no time to check, what's actually yours to keep after the taxes you owe, the contractors you've already promised, and the next thirty days of rent and software — you'd guess. And the guess would be off by more than feels comfortable.
So the avoidance starts. Then the panic. Then the avoidance again. A new bookkeeper doesn't fix this. A tidier spreadsheet doesn't either. What's missing is a room — a monthly one — where the numbers are organized, interpreted, and turned into a single decision you can act on.
You don't need more spreadsheets. You need someone who tells you, in writing, what's yours to take this month — and the permission to take it.
Four moves, every month — done by your right hand in the money, not asked of you.
-
01
Reconcile
Every bank, card, and processor (Stripe, PayPal, ThriveCart, Shopify, Kajabi) closed cleanly to the cent. The foundation, done right, every month.
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02
Categorize
Revenue lines and expense categories sorted with intention. Income streams legible, costs surfaced, the books begin telling a useful story.
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03
Interpret
Cash position. Tax reserve. Owner pay. Expense leaks. The numbers behind the numbers, translated into language you can think with.
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04
Decide
One short Money Moves Memo: what to keep, what to save, what to pay yourself, what to change next. Calm, specific, signed off.
What you get each month.
-
01
Monthly Close & Reconciliation
Books reviewed, reconciled across every bank, card, and processor (Stripe, PayPal, ThriveCart, Shopify, Kajabi), categorized cleanly, and locked.
-
02
Cash Flow & Owner-Pay Plan
What came in, what's truly available, what's already spoken for. Plus the exact owner-pay number for the month.
-
03
Tax Reserve & Planning
The amount to set aside this month, calmly. Plus tax planning — what to do before year-end, not after.
-
04
Tax Returns Prepared & Filed
Included for the founding cohort and Fully Handled seats. Business and personal returns prepared, filed, and signed. Quarterly estimated payments coordinated. Year-end planning starts in October.
-
05
Expense Leak Review
The subscriptions, contractors, and quiet leaks worth cutting. Quarterly sweep across every recurring charge.
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06
The Money Moves Memo
A 2–3 page memo, the same shape every month, with two or three specific decisions in plain English. Not "consider optimizing." Instead: move $4,000 to reserve, raise your retainer to $X, stop the unused $290 subscription.
-
07
Quarterly Strategy Reset
A wider lens, four times a year. Where you've been, where you're going, what to change next. The only standing call beyond the monthly memo.
The Money Moves Memo, in your inbox on day 10.
Two pages, same shape every month. The headline number on top — where the money actually stands, and the single most important move this month. Underneath: the four numbers that matter, where the money went, your tax reserve, and two or three specific decisions in plain English.
Not "consider optimizing." Instead: move $4,000 to reserves, raise your retainer to $X, stop the unused $290 subscription.
Built for established women founders.
● For
- Coaches & consultants
- Course creators
- Online business managers
- Marketing agency owners
- Designers & copywriters
- Digital product sellers
- Creator-led businesses
- Women earning their living online, ready to be honest about the numbers
○ Not for
- Brand-new businesses (under 12 months operating)
- Physical-product or inventory-heavy businesses
- Anyone shopping for basic data entry only
- One-time clean-ups without an ongoing rhythm
Hosted by Shayne.
Built so each woman in the room has someone on the side of her money.
I built The Money Room because the founders I kept meeting were brilliant at what they made, and avoiding the only language that would tell them how the business was actually doing.
I started in finance the proper way. Financial controller, multi-industry portfolios, ten years inside other people's books. Then private practice, which taught me what the corporate version had hidden — that most founders aren't bad with money. They're alone with it.
The Money Room is the room I wanted to walk into on my own behalf, ten years ago. It's the one I can offer now: a small roster of women, a monthly partnership, and a one-page summary on day 10 that tells you what's actually yours and what to do with it.
Most of the founders I've worked with were under-paying themselves on purpose. They thought it was responsible. It wasn't — it was the absence of someone telling them honestly what they could take. That's the part I do now.
What working together looks like.
-
IThe Audit
Days 1–10.
You apply. You pay $1,250. We meet for 90 minutes inside your real books. You walk away with the four numbers behind your business, the tax-reserve gap, the owner-pay reality, and three specific moves for the month — in writing. Yes, not yet, or no on a seat.
-
IIThe First 90 Days
Days 11–90.
If you take a seat: onboarding, system access, a 30-minute kickoff call in week 1. By day 30, the first Money Moves Memo lands. By month 3, the rhythm is set. Calm. Specific. Once a month, in writing, on day 10.
-
IIIThe Long Practice
Month 4 onward.
Same shape every month. The memo on day 10. A quarterly strategy reset four times a year. An annual review at your anniversary. Ten years if it serves both of us.
The seats.
The room opens with three founding seats at a price locked for life. The remaining seven price differently — shaped to fit the founder taking each. The audit is where the conversation about any seat begins.
First three seats
- Monthly close & reconciliation across every platform
- Cash flow & owner-pay plan
- Tax reserve & tax planning
- Expense leak review
- The Money Moves Memo (day 10, every month)
- Quarterly strategy reset call
- Business tax return prepared and filed
- Personal tax return prepared and filed
Priced in the audit
The remaining seven seats price differently. Each is shaped to fit the founder taking it — her revenue band, her tax complexity, the seat she chooses (Base or Fully Handled).
- The audit is where her pricing conversation begins
- Same deliverables as the founding cohort
- Same monthly rhythm, same one-page memo on day 10
- Same 3-month minimum, then month-to-month
Onboarding included after acceptance. Ten seats in the room. A seat is earned, not bought.
Request the Private Money AuditThe Quiet Number.
One number every online founder at $20k+/mo should track each month, and why your bookkeeping won't show it.
A short briefing, monthly. No pitches. Or download Briefing No. 1 (PDF).
Questions.
What is the Private Money Audit?
Before we meet, I review your books and statements. In the 90 minutes, you walk away with the four numbers that actually matter for your business, the tax-reserve gap if there is one, the owner-pay number that's sustainable, and three specific moves for this month — written, in your hands. Priced at $1,250 paid up front. Worth the price standalone. If you take a seat, the fee credits to month one.
How much does The Money Room cost?
The Private Money Audit is $1,250, paid up front. The room itself opens with three founding seats at $3,000/month, locked for life — these are the women who walk through the door first. The remaining seven seats price differently, shaped to the founder taking each, and that pricing conversation happens inside the audit. Three-month minimum on any seat, then month-to-month. The audit fee credits to month one if you take a seat.
What's the difference between a founding seat and seats 4 through 10?
The three founding seats are $3,000/month, locked for life. They include the Fully Handled treatment (business and personal tax returns prepared and filed) and the full monthly rhythm. The only difference is timing: founding members got there first, and their price doesn't move. The remaining seven seats are shaped to fit the founder taking each. Same room, same work, different price entry point.
Are you a CPA?
No, and I don't pretend to be. Master's in Accounting & Finance, eight years across many industries, and I run my own accounting firm. I prepare and file tax returns under an IRS-issued PTIN (the credential most U.S. tax preparers use). For IRS audit representation, I bring in a partnered Enrolled Agent. For investment advice, I refer to fee-only advisors. For everything else — bookkeeping, monthly close, tax planning, owner pay, returns, decisions — I'm the one person who handles it.
Why one person instead of three?
Most online businesses end up with three vendors in their money: a bookkeeper recording, a CPA filing once a year, and a coach or consultant trying to interpret what either of those means. Three monthly fees. Three sets of access requests. None of them talking to each other. The Money Room is your outsourced finance department in one person, on monthly retainer. The work compounds when one person sees the whole picture every month.
Is this just bookkeeping?
No. Bookkeeping is the data entry — the bottom layer. The Money Room is what most online businesses really need: an outsourced finance department in one person. I close the books, set the tax reserve, plan for taxes, run cash flow, recommend your owner pay, prepare returns when you're on the founding cohort or Fully Handled, and tell you in writing what to do with the money this month. If you only need data entry, this isn't the right fit.
Will you replace my CPA?
The founding cohort is Fully Handled. I prepare and file your business and personal tax returns, which means you wouldn't need to maintain a separate CPA. After the founding cohort fills, future seats may choose between Fully Handled (same treatment, returns included) or a Base seat that keeps your existing CPA in place. Either way, I work with or without an external CPA, depending on the seat.
How often will I hear from you?
Proactively: once a month, on day 10. Your one-page summary lands in your inbox. Reactively: anytime. If a tax question, contractor decision, or weird transaction comes up between memos, just email or text me and you'll get a real reply within the business day. The monthly cadence protects your brain space; the line is always open. The quarterly strategy reset is the only other scheduled touchpoint.
What software do you work in?
QuickBooks Online is home base. I integrate cleanly with Stripe, PayPal, ThriveCart, Shopify, Kajabi, Dubsado, HoneyBook — most of the platforms you already use. I bring the tools. You don't need to learn anything new.
Why only ten seats?
Because the practice is built around the depth of the work, not the volume. A seat is earned, not bought. The room opens with three founding seats and grows to ten as right-fit applicants come through the audit. When all ten are filled, the door closes — the next opening comes when one quietly leaves. The cap is what makes the room work; without it, the practice drifts toward bookkeeping with extra steps.
How do I apply?
The application is short and private. After submitting, you receive the link to book and pay for the Private Money Audit immediately. The audit is the door — a stranger paying $1,250 to look at her own numbers honestly is the only validation that matters, for both of us. We talk in the audit. You decide afterward.
Ask
for a seat.
Short, private form. As soon as you send it, the link to pay for your audit and book the 90 minutes appears. The audit is the door. You walk through it on your own time.
Received. Now: the audit.
Your application is in. One click below — pick your 90-minute slot and complete payment ($1,250) in the same flow. The audit prep checklist arrives by email as soon as you're booked.
Prep arrives in a short email after you book: QuickBooks (or equivalent) read access + your last 3 months of statements.