Fractional CFO Services, Bookkeeping, and Financial Coaching Services

Fractional CFO Services • Bookkeeping • Financial Coaching

Helping Coaches Master their Finances and Build a Great Business

Freedom Sun serves as the compass for forward-looking coaches, helping them achieve financial mastery, constant growth, and build a thriving business that gives them freedom.

Most coaches never feel in control of their money...

If you’re like most coaches, finance and accounting haven’t exactly been at the top of your priority list, even though you know they should be

Does your business look like this behind the scenes?

  • It feels messy. Things aren't organized, there's no structure, and you don't have a view on the financces.

  • You're not sure where the money is going

  • Taxes creep up and cause panic

  • You’re winging it with your numbers, and it’s starting to cost you

  • You’re not totally sure where it’s all going

The truth is, when your numbers are disorganized or unclear, it doesn’t just create stress. It affects your finances, slows down operations, and weakens the quality of your decisions.

That’s where we step in. We help you have the complete money system.

At Freedom Sun, we simplify finance. We teach you how to set up systems that keep your business healthy, your profit growing, and your stress low. No accounting jargon. Just clear, practical tools.

Money Systems

Structure your bookkeeping and reporting so numbers make sense.

Profit Growth

Learn strategies to keep more of what you earn and grow your profit.

Cash Flow Clarity

Always know what’s coming in, what’s going out, and what’s left.

Owner Pay

Build a consistent paycheck into your business model.

Tax Readiness

Be prepared, not surprised when it comes to tax time. Learn how to leverage the tax code.

Wealth Building

Connect business money to your personal financial goals.

When you join us, money stops being something you avoid and starts becoming your most powerful business tool.

With Freedom Sun, You'll Have...

  • Have a complete financial system that supports your business and life designed specifically for six and seven figure business owners

  • Have the clarity on your profit, cash flow, and wealth plan in your business and in your life.

  • Pay yourself consistently, and know how much and when

  • Feel empowered, strategic, and grounded with your money

  • Do the work with your money and success mindset

  • Make smarter financial decisions backed by real data

Meet your financial co-pilot

Hey, I’m Simone. I’m a CPA, CFO, and business strategist who’s worked with founders, startups, and 7,8,9 figure CEOs for over 20 years.

I've seen the same story over and over: brilliant, driven entrepreneurs building incredible things, but silently struggling behind the scenes because their finances are a mess (or a mystery).

I created Money Like a Boss, because I believe financial expertise and resources should be accessible, empowering, and holistic.

Let’s make sure your business supports your life, not the other way around.

My work has been featured in:

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Sue Harris

The system and templates saved me hours and ended my cash flow headaches.

Sofia Parker

The program made accounting way less intimidating, I feel like a true CEO.

Emily Santos

The mindset training totally shifted how I see money and success.

Let’s get honest: the real cost of not having a system

The true ticket to your financial freedom lies within your financial foundation and your money system.

Let’s break down the real cost of not having a system:

  • Enrolling in multiple business + mindset courses? $2,000 –$5,000+

  • Missing tax deductions or making costly mistakes?

  • Not knowing how to turn sales into real income? Stressful and unsustainable.

  • Hiring coaches who don’t actually teach finance? Expensive and ineffective.

The truth is, all of this is piecemeal. It's not giving you a solid financial picture, foundation, or not getting you the tools and foundation you need.

Your business deserves better.

You deserve better.

How We Help Coaches

Financial visioning and goal setting

  • Setting Your Wealth Vision: We help you refine your financial vision and the impact that you want to make in the world. We’ll help you break it down into a 12- month plan of where you want to be in terms of business, clients, revenue, owner pay, and profit.

  • Get Naked with your Numbers: Gain a deep understanding of your current financial situation and identify areas for improvement.

  • Build Your Financial Goals: Establish short-term, mid-term, and long-term financial goals that align with your vision

Financial foundations & taxes

  • Smart Financial Foundations: Getting your numbers dialed in. Understanding the basics of accounting and an accounting system.

  • Business Taxes and Planning: Deductible Expenses & Tax Planning. Planning for Self- Employment Taxes, and Paying Yourself & Legal Entity Considerations. The questions you’ll learn and process will help you even if you’re not a US business.

  • How to Feel Confident with Analyzing Your Numbers: Learn an overview of the key financial statements, how to analyze them, and your role as a business owner.

Money systems

  • Using Money Allocations in Your Business: We’ll go through how to use money allocations in your business so you can pay yourself, save for taxes, and stay ahead of your cash flow.

  • Setting a Budget you'll actually use: You’ll learn how to set a budget that works for you, how to set sales goals, and forecast out your income and expenses.

  • Cash Flow Builders: You’ll understand what is cash flow, tips to increasing cash flow, best practices in invoicing and collections, and managing your spend.

Financial routines & team

  • Financial Routines for CEOs: Get clear on your roles, responsibilities, and the weekly, monthly, and annual financial routines that will help you grow your business holistically.

  • Building Your Profit Team: Get clear on how to build your profit team, find accountants, and red flags working with accountants.

  • Bonus: We’ll give you some resources for payroll and retirement.

Growing your wealth

  • Get your Personal Finance Sorted: Get clear on your financial goals and give a plan for your personally money.

  • Holistic Wealth Building: Learn the holistic wealth building method, so you never need to worry about money again.

  • Bonus: We’ll give you all the money mindset tools we've got.

5 stars

Loved by entrepreneurs

You'll also have REAL support.

Exclusive

Monthly coaching & hot seats

Monthly Coaching to Get REAL Support. You'll have questions, you'll want feedback, you'll want to make sure you are clear on the learning materials. You'll have access to 3 months of group coaching as part of joining MLB.

Exclusive

Private channels for your questions

Questions and Answers on our Private Chat: You will have a private channel to get your questions asked and answered about MLB.

You'll Also Have these Trainings...

Freedom Sun gives you the financial resources, finance coach, and expertise you need to hit your financial goals.

Money mindset & WEalth activation bonuses

Ready to rewire your money and success mindset?You'll have access to our money mindset training as a bonus of enrolling in the training.

Quickbooks online Full Training bonus

You'll also get access to a QBO online training which will teach you everything that you need to know about using QBO as a CEO in your business.

How to Price to Profit & Pricing Energetics bonus

Get access to our bonus training on how to price o profit. You'll learn financial and marketing strategies to ensure that you are pricing your services to profit.

Liliana Harris

"So much more knowledge on the foundations"

Your knowledge and your insights on how to scale a business and simplify its processes helped me look at my services from a different perspective, allowing me to start applying my expertise into other fields where there are growing business opportunities.

What happens when you join

Freedom Sun Gives you the system you need in your corner that can help you step into your leadership and build the systems in your business to support your long term goals.

Financial Clarity

MLB will give you the clarity you need to run your business and your money like a boss.

Confident Decisions

With MLB, you’ll develop the tools and mindset needed to make strategic choices that align with your vision, so you can move forward without hesitation.

Keep more Money

With MLB you'll learn how to create money management systems that will help you keep more of what you earn.

What's included?

  • Business & Financial Roadmap: We work with you to get a clear financial roadmap of where you are and where you want to go.

  • Immersive Training Curriculum – Step-by-step lessons that walk you through both the big picture and the practical details.

  • Exclusive Calls to Get your Questions Asked & Answered – Monthly coaching sessions to make sure you're aligned when it comes to your finances and business.

  • Strategic Playbooks – Proven frameworks and templates you can put into action immediately.

  • Financial Mastery Tools & Coaching Recommendations – Practical resources to strengthen your financial skills.

  • Accounting Setup Guidance – Get the foundation right so your numbers actually work for you.

  • Budgeting & Business Finance Support – Learn to plan, track, and manage without overwhelm.

  • Personal Finance Guidance – Build healthy habits and systems for your money beyond the business.

  • QuickBooks Online Training – Learn how to set up and use QBO (or any accounting system) to get reports that give you clarity, not confusion.

Time Tested & Proven Results

For nearly two decades, I’ve helped entrepreneurs transform their businesses and lives by mastering money, pricing, and purpose.

"A clearer roadmap to success"

Every conversation with Simone leaves you feeling inspired and equipped with a clearer roadmap to success. Her enthusiasm is contagious, fueling you with the energy and motivation to take action. Meeting her has been a game-changer for me; she embodies the perfect blend of beauty, intelligence, kindness, and professionalism. Simone is an exceptional work companion, always ready to motivate and enlighten you on your journey! 10/10 recommend!

- Sofia, Sofia 7 Oficios

"Highly recommend this"

Your knowledge and your insights on how to scale a business and simplify its processes helped me look at my services from a different perspective, allowing me to start applying my expertise into other fields where there are growing business opportunities. - Liliana

"Confident in Financial Decisions"

Simone helped me work through a critical decision for my small business, reflecting both on financial and life direction goals. She encouraged me to reflect on inner values, alignment, as well as legal and financial factors. Her wisdom and guidance is an asset to anyone taking a new direction in their small business!

- Kate, CEO Arco Preloved

Massive Change in My Businesses

Simone' helped me improve the systems in my business and get crystal clear on my business and financial plan. She asks insightful and gives you actionable tips that are tailored to our needs.

- Ally, BossaNova

Access Real World Training & Tools with Expert-led Video Lessons

You will gain access to Proven Playbooks, Tools, Resources, and Hours of Real World Training. We give you everything you need to build a profitable, sustainable, and freeing coaching business.

How to Land More Ideal Clients for Your Firm

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