Transparent pricing.

Flexible packages.

I’m so glad you’re here! Whether you’re booking your first session or returning for ongoing support, this page has everything you need to get started:

    •    📅 Book a session

    •    📋 Fill out your intake form

    •    💼 Review available packages (below)

Tax

  • Perfect For: Part-time business owners, content creators, and gig worker

    Price: $200.00

    • Review of side hustle deductions

    • Guidance on separating business vs. personal

    • 30-min 1:1 tax review session

    • Add-on: Year-round support available

    • Year-round support for continued clarity

  • Ask me any question related to my specialties.

    Quick Ask: $20

    In-Depth Questions (Questions that require research or document review): $40

Budgeting Services

  • Perfect For: High achievers ready to take control of their money and finally feel in charge of their financial flow.

    Price: $100.00

    • Custom monthly budget & cash flow tracker (built just for your lifestyle)

    • Year-Over-Year spending analysis to track growth

    • Personalized savings & debt payoff goals

    • A visual report that actually makes sense — no jargon, just clarity

    Outcome: Walk away with actionable insights and a budgeting system you’ll actually use.

  • Perfect For: Budgeting beginners or anyone needing a one-time money reset

    Price: $50.00

    • 30-min 1:1 coaching call

    • Personalized expense review (we’ll go line-by-line, judgement-free)

    • Plug-and-play tracker template to use right away

    • A follow-up checklist to keep your progress on track

    Outcome: Leave with clarity, confidence, and a system that fits your real life — not someone else’s budget dream.

Quickbooks services (Add-Ons or standalone)

  • Perfect For: Business owners managing their own books who want a clean slate before tax season hits

    Price: $125.00

    • Fixes messy categorization and missing entries

    • Reconciles accounts to bank/credit card statements

    • 30-min review session to walk through your cleaned-up books

    Outcome: Confidence your books are accurate, clean, and ready for your CPA — or you.

  • Perfect For: New business owners who want clean books from Day 1; Side hustlers ready to start tracking business finances professionally; Founders switching from spreadsheets to software; and Anyone who signed up for QuickBooks but never customized it

    One-time Setup: $175

    • Bank & credit card sync

    • Custom Chart of Accounts based on your business type

    • Guided walkthrough of reports, invoicing & mileage features

    Outcome: You’ll leave with a clean setup, a personalized chart, and full confidence using QuickBooks.

  • For: Business owners with QuickBooks Online accounts previously set up by PandaWise Financial

    Price: $175/month

    • Monthly transaction categorization & reconciliation

    • Financial reports: Profit & Loss (P&L), Balance Sheet, Cash Flow

    • Email support for bookkeeping questions

    Outcome: Stay audit-ready, confident, and on top of your business finances—month after month.

Free guides. Real savings. Smart business.

That’s the PandaWise way!

Access the wisdom vault to start — Your free hub for bookkeeping templates, tax tips, and small business guides.

Need more support? Ready to schedule a session? Click below to get started.