Business Mentorship Redefined
More Money
Increase your earnings consistently over time
More Time
Decide how you want to run your business and create your systems.
Less Stress
Learn how to manage your business finances, and track profitability.
Ready to feel confident with your books and turn receipts into real profits?
Are you overwhelmed by the thought of organizing months of financial chaos?
Do you wonder if you're categorizing expenses correctly or missing important deductions?
You wish you could confidently manage your QuickBooks while building your business?
You were never meant to do this alone
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Clarisa Navarro
Patricia was an incredible asset providing support when I was getting myself started with my business.
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Maria Eugenia
Patricia walked me step by step of my licensing process. She was able to provide me with all the tools I needed to start my business.
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Samantha Ortega
Patricia was so helpful. I met her soon after I moved to the area and she always came through with great insights helping me launch my own business!
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Taking classes with Patricia were all I needed to go from being an employee to a small business owner in 1 year!
How to Get Started Today
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Your financial clarity begins with a 1 hour 1-on-1 consultation designed to set the foundation for success. Prior to the session, you’ll receive a preparation checklist (bank statements, expenses, QuickBooks setup, and pain points) so we can maximize our time together.
During our meeting, we’ll:
Walk through your current financial situation and goals.
Set up or customize QuickBooks Online (company info, tax year, chart of accounts, and banking connections).
Develop a personalized cleanup strategy, complete with a realistic timeline and task breakdown.
Train you on transaction categorization and best practices.
Establish our communication and support framework, ensuring you know how to get answers quickly and effectively.
You’ll leave with a customized cleanup roadmap, a QuickBooks reference guide, and access to our resource library—everything you need to hit the ground running.
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Once your books are set up, you’ll join our mentorship program designed for business owners who want to handle bookkeeping themselves—but with weekly expert support.
Weekly Meetings – Get live guidance to review your numbers, ask questions, and build confidence.
Hands-On Training – Learn practical bookkeeping skills at your own pace.
Personalized Feedback – Receive support tailored to your unique business and financial goals.
Accountability – Stay consistent and organized with regular check-ins.
This step ensures you’re never left guessing—while you maintain control of your books, you always have a mentor in your corner.
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Our mentorship program runs on a proven monthly accountability cycle to ensure consistency and progress:
Week 1: Fresh Start → Review last month, set new goals, and clear backlog.
Week 2: Mid-Month Check → Assess progress, troubleshoot challenges, and adjust goals.
Week 3: Problem-Solving Focus → Deep dive into complex bookkeeping issues and advanced QuickBooks features.
Week 4: Month-End Preparation → Tackle reconciliations, closing procedures, and next-month planning.
This structure ensures you stay on track, develop strong bookkeeping habits, and build long-term financial confidence.
How it all Started…
What Makes This Different
Presence Over Pressure: Instead of rushing through your books, we'll approach them with intention and awareness. Each weekly session creates space for questions, learning, and gentle accountability.
Community Over Competition: You'll join a supportive circle of entrepreneurs who understand the journey. We celebrate small wins, troubleshoot challenges together, and remind each other that we're not meant to figure this out alone.
Progress Over Perfection: We focus on building consistent, sustainable habits rather than achieving bookkeeping perfection overnight. Every step forward is honored.
Wisdom Over Worry: Through guided learning and regular check-ins, you'll develop the confidence to make informed financial decisions from a place of clarity rather than fear.
Your Journey Begins With Intention
This program provides the tools, training, and monthly accountability you need to stay present with your finances, avoid costly mistakes born from avoidance, and make decisions that align with your business values. You'll receive my gentle guidance every step of the way, without the overwhelming investment of full-service bookkeeping. So you can cultivate financial awareness that will serve both your business and your peace of mind for years to come.
Because your business deserves the same mindful attention you bring to every other area of your life.
From Chaos to Clarity: A Mindful Approach to Your Business Books
After years of running a successful childcare business, Patricia discovered her calling to help fellow entrepreneurs with their financial struggles. While she naturally saw tax season and financial organization as puzzles to solve, she realized many business owners felt overwhelmed by their books. This realization sparked her mission to transform financial chaos into clarity and confidence for heart-centered entrepreneurs.
That's when I realized:
Bookkeeping doesn't have to be a source of stress, it can be a practice of mindfulness and self-care for your business.
The Clarity Compass™ Method was born from this understanding. It's designed for the heart-centered entrepreneur who whispers:
"I want to understand my numbers, but I need someone to hold space for me while I learn. I can't afford a full-time bookkeeper, but I also can't afford to keep avoiding this part of my business."
This isn't just about categorizing transactions, it's about creating a peaceful, sustainable relationship with your finances. Together, we'll transform bookkeeping from a dreaded chore into a mindful practice that grounds you in your business reality and empowers your decision-making
I found a new way…
I built a purposeful six-figure childcare business over 17 years by approaching finances with curiosity rather than doubt. This mindful relationship with money enabled confident, heart-centered decisions and created both financial success and personal peace.
When I began approaching my finances with curiosity instead of doubt, everything changed. Money shifted from being a source of stress to a tool of empowerment. With financial clarity, I was able to make heart-led decisions, hiring an incredible team who shared my vision, expanding services that genuinely supported families, and creating the space to be fully present with my own family. The transformation wasn't just in my bank account, it was in my sense of peace and possibility.
Now I share this thoughtful, grounded approach through The Clarity Compass™ Method, helping entrepreneurs develop confident, peaceful relationships with their business finances. Rooted in patient persistence, graceful adaptability, and making decisions from a place of clear, centered knowing, the program teaches both practical bookkeeping skills and the inner wisdom needed to make tough business decisions with confidence.
My deepest intention is to help entrepreneurs grow their businesses from a place of alignment and ease, understanding their numbers with both their head and their heart to make decisions that truly serve their highest good.
My secret method…
The Four Cardinal Points of Financial Mastery
NORTH: Navigate Your Numbers
The "True North" Setup System
The 60-Minute Weekly Ritual: My signature weekly practice that keeps chaos at bay
Category Confidence Framework: Stop second-guessing every transaction with my categorization method
Bank Reconciliation Rhythm: Turn the dreaded monthly task into a 20-minute monthly habit
EAST: Evaluate with Clarity
The "Eagle Eye" Analysis Method
The 3-Number Story: Read your entire business health in under 5 minutes
Profit Pulse Check: My weekly diagnostic that spots problems before they become crises
Cash Flow Crystal Ball: Predict and prevent cash crunches 90 days ahead
SOUTH: Strategic Shifts
The "Smart Sailor" Decision Framework
The Profit GPS: Identify your most profitable services/products with surgical precision
Expense Efficiency Audit: Cut waste without cutting quality using my elimination method
Pricing Power Formula: Price with confidence using data, not guesswork!
WEST: Wealth-Building Winds
The "Steady Ship" Prosperity System
Weekly Money Meetings: My structured planning session that sets sail toward your goals
The Growth Gauge: Track leading indicators that predict future success
Captain's Log Planning: Set quarterly financial destinations with clear milestones
The Clarity Compass™ Method
A Proven 4-Point Navigation System to help you reach 6-Figure Financial Confidence
Developed through 17 years of real-world business ownership and tested with entrepreneurs
What Makes The Clarity Compass™ Different?
The "Lighthouse Approach"
Unlike traditional bookkeeping that leaves you lost in a sea of transactions, The Clarity Compass™ Method uses my Lighthouse Methodology, four strategic checkpoints that guide you safely through financial fog to profitable shores.
This isn't theory. This is the exact system I used to build my six-figure childcare business while staying present for my family.
By integrating these four points seamlessly within the Clarity Compass™ Method, business owners can establish a strong foundation for financial confidence and sustainable growth.
This approach not only simplifies day-to-day bookkeeping and decision-making but also equips entrepreneurs with the tools to scale their business with clarity, balance, and peace of mind.
With a focus on strategic planning, financial awareness, and proven best practices, the Clarity Compass™ serves as a powerful guide for entrepreneurs who want to build a thriving business that supports both their wealth and their well-being.
Join us for our mentorship program and learn how to implement the Clarity Compass™ Method in your business. Discover how to create financial clarity, align your goals with your numbers, and unlock the path to long-term success.
Are you ready to step into financial clarity, take control of your time, and grow a business on your own terms
Through our proven Clarity Compass™ Method, we’ll guide you step by step in building your business from home with confidence. Gain the clarity to do what you love, create more freedom in your time, and design a business that truly supports your life.
