90 Day Books & Numbers
Bootcamp
90 Days To
Financial Clarity & Confidence
✔️ Overwhelmed and unsure how to start to get your business financials in order?
✔️ Avoiding this process because it feels overwhelming and messy?
✔️ Want to understand your numbers and use them to strategically grow?
✔️ Need real, hands-on support—not just another course?
Let’s be real—managing your business finances can be confusing and intimidating, especially if numbers aren’t your strength or your books have taken a back seat. We get it. But here’s the truth: If you can’t measure your business, you can’t grow it. Keeping records isn’t enough—you need to understand what they’re telling you to make smarter, more profitable decisions.
That’s where the 37 Oaks Books & Numbers Bootcamp comes in. You don’t need to become a financial expert—but you do need to know where your money is coming from, where it’s going, and what it means for your business.
This 90-day, hands-on boot camp helps you clean up, organize, and understand your books so you can manage your finances with confidence. We don’t just fix your numbers—we teach you how to maintain them, track progress, and make informed decisions long after the boot camp ends.
What You’ll Get in 90 Days
✅ 45 - Minute Consultation: Let's assess your finances and current processes. No judgment, it just helps us determine the starting point.
✅ Bookkeeping Clean-Up: We'll organize and refresh your financial records for a clean slate.
✅ Monthly Reports: Receive monthly P&L statement plus a 3-month summary at the end of the boot camp.
✅ 1:1 Monthly Meetings: Monthly meetings with our coaches help you read, interpret, and use your financial statements.
✅ Sustainable Financial System: Build a simple, repeatable process to help you keep your books organized long-term.
In 90 days, you’ll have organized books, financial confidence, and a system for success.
FAQ's
Do I qualify for this service?
Before your onboarding session, you’ll need to have the following: an active business banking account set up and an active accounting software account. If your software isn’t completely integrated with your bank, that’s okay; we’ll guide you through the process of getting it properly configured. You also must have no more than two business banking accounts with fewer than 200 transactions per month.
What type of coaching and support do I receive?
At your onboarding session, we start by understanding your business, your current financial position, and the challenges you’re facing, along with your financial goals. From there, we help you set up and connect your bookkeeping software, ensuring your business bank account is properly integrated. We then build a clean financial foundation by taking on the tedious task of categorizing and organizing your transactions, creating a system that becomes more streamlined and automated over time.
Each month, we guide you through creating your Profit & Loss (P&L) statement, building both accuracy and confidence in how your financials are structured. But we go beyond reporting. Each month, you’ll review your P&L with a coach to translate the numbers into clear insights, identify opportunities to improve profitability, and define practical next steps you can act on right away. At the end of the 90 days, you’ll receive a quarterly P&L financial summary to help review your progress.
How do the monthly coaching sessions work?
Each month, you’ll have a 30-minute 1:1 coaching session where we review and discuss your financial statements, answer any questions, and coach you on how to interpret and apply your numbers in the future to make smarter business decisions. You will receive your financial reports prior to that, so come prepared with questions.
What will I have at the end of the 90 days?
You’ll walk away with:
-
Clean, organized books to use as a foundation and benchmark moving forward.
-
A structured financial tracking system based on your chosen accounting platform.
-
Confidence in managing your business finances
-
The ability to oversee your own books or pass on a clean record to an external bookkeeper.
What bookkeeping software can I use in this service?
Accounting software we support in this service is QuickBooks, FreshBooks, Wave, and Xero.
How much time do I need to commit each month?
Expect to spend a few hours per month reviewing your reports, attending coaching sessions, and applying what you learn. Initially, you may be assigned tasks from your coach so we can ensure your systems are set up correctly. Delays in responses will delay service and accuracy of reports and insights. AS you progress in the program, these assignments tend to be reduced.
We’ve designed the program to be structured yet manageable for busy small business owners.
Where can I read the Terms of Service?
Check out the Terms of Service Here: https://www.37oaks.com/terms