Chris WeilBookkeeping & Budget
ServicesAboutContact
Book intro call

Services

Pick the level of help that matches the season you’re in.

Some clients just want one good conversation and a budget they can run themselves. Others want an accountability partner once a month. And a few want me in the seat next to them every week. Here’s how each one works.

Initial Budget Setup

One intensive session. A budget that fits your life.

$200one-time

If you mostly need clarity about where the money’s been going, and a real plan for where it should go from here, this is enough.

What’s included

  • Six months of bank and credit-card statements, fully categorized
  • Fixed vs. variable expense split, with monthly cash-flow analysis
  • A clear monthly budget you can run yourself, line by line
  • Notes on the highest-impact moves to make in the next 90 days
  • A one-hour walkthrough so you actually understand the plan

Best for

You’re organized enough to follow through. You just want a professional eye on the numbers once.

Start with the setup
Most picked

Monthly Check-in

A monthly review and a small course-correction.

$30–$40per month

Includes the initial setup, then a monthly conversation: what shifted, what to watch, what to adjust. The lightest possible accountability.

What’s included

  • Everything in Initial Budget Setup
  • A 30–45 minute monthly review of the prior month
  • Plain-English notes: what’s working, what to tighten, what to ignore
  • A running document of moves made, balances paid, savings built
  • Email access between meetings for quick questions

Best for

You don’t need someone in the weeds. You just want a steady hand checking the gauges once a month.

Book a monthly slot

Weekly Partnership

Hands-on coaching, week by week.

~$50per week

When the situation needs real coaching (debt to consolidate, decisions piling up, a household that needs steadying), we meet weekly until it’s humming.

What’s included

  • Everything in Monthly Check-in
  • A 30–60 minute weekly session, in person or by video
  • Real-time alerts when categories are running hot
  • Help executing the plan: 0% transfers, account moves, payment ladders
  • Direct text/email access throughout the week

Best for

Things feel out of hand and you want someone steering with you until the plan is on rails.

Set up weekly coaching

All engagements start with a free 20-minute intro call to make sure we’re a good fit.

The process

From the first call to a budget that holds.

  1. 01

    A free intro call

    Twenty minutes. Tell me what’s feeling stuck. I’ll tell you honestly whether I’m the right fit and which tier makes sense.

  2. 02

    Six months of data

    You send statements from your bank accounts and credit cards for the last six months. One month is too noisy. Six months tells the truth.

  3. 03

    Categorize and analyze

    Every transaction gets classified. We separate fixed expenses (mortgage, insurance, car) from variable (gas, groceries, restaurants, miscellaneous).

  4. 04

    The real conversation

    We sit down and look at the picture together. Income vs. outflow. Where the leaks are. Where the opportunities are. No judgment.

  5. 05

    A working monthly budget

    You leave with a budget you understand and believe, plus a short list of high-leverage moves: balance transfers, savings rate, employer match, account moves.

  6. 06

    Ongoing accountability (optional)

    If you want it, we keep meeting (monthly or weekly) to keep the plan honest as life happens.

Common questions

The things people usually ask first.

Is this financial advice?

No. I’m a bookkeeper and budget coach, not a licensed financial advisor. I won’t pick stocks or build retirement portfolios. When you need that, I’ll refer you to someone I trust.

How is this different from typical budgeting advice?

We agree on the basics: spend less than you earn, build a buffer, attack debt with intent. Where I differ from most popular frameworks is on the absolutes. A lot of advice tells you to never use credit, never carry a mortgage, avoid every flavor of debt, because it’s written for people who’d otherwise misuse those tools. If you’ve got discipline, those rules quietly cost you. A 2.8% mortgage, a rewards card paid in full every month, an employer 401(k) match: none of these are the enemy when you know what you’re doing.

How is this different from Mint, YNAB, or Rocket Money?

Apps categorize. They don’t coach. They don’t call your card issuer to renegotiate, or notice that you’re leaving employer-match money on the table, or sit with you when a $4,000 month happens. That’s the part I do.

What do I need to share with you?

Six months of statements from each bank account and credit card. You can read-only export them as PDF or CSV. We’ll use a secure shared folder. Nothing sensitive over email.

Can I cancel any time?

Yes. Monthly and weekly engagements are month-to-month. No contracts, no minimums.

Next step

Twenty minutes. No cost. No pitch.

Tell me a little about your situation. If I think I can help, I’ll say so. If I don’t, I’ll tell you that too.

Book the intro call