We empower you to master your finances—steering clear of risks and confidently reaching your goals.
Do you know if you’re paying the right amount of sales tax?
Do you see things in QuickBooks you don’t understand?
Are you struggling with cashflow?
Are you confident you’re doing your bookkeeping right?
Whether you’re a side hustle newbie, a serial entrepreneur or somewhere in between, we all want our ventures to have a solid financial foundation.
Here’s the rub – getting there demands time, focus, and financial know-how, and many small business owners are navigating blind, leading to stress over potential mistakes or regret over errors already made.
We get it.
Finances are the bedrock of both personal and business success. We believe the challenges of entrepreneurship shouldn’t be compounded by bookkeeping mistakes that could torpedo your venture.
We know talking about money matters can be awkward. Yet, as your business evolves, seeking out financial guidance is essential.
And that’s where our passion lies: empowering you to take control of your finances.
Money baggage is a universal luggage we all carry, regardless of our financial background. My journey started in a lower-middle-class family: me, the spender; my sister, the saver.
And talking about finances can feel awkward, yet it’s something we can’t afford to ignore.
The key?
Learning to manage what we have effectively. Good stewardship not only brings peace of mind but also enhances our quality of life.
And that’s why I love not just your money but helping you learn to take care of it well.
I went to school for accounting and dove in headfirst, learning the ropes by untangling the financial knots for businesses and witnessing firsthand the myriad challenges small business owners face.
With over 20 years spanning every corner of accounting—from public to private sectors, nonprofits to multimillion-dollar corporations. I’ve even used QuickBooks since it came on floppy disks, so I’ve seen and solved all the issues.
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And at the same time schedule a call where we identify your pain points and evaluate your current financial state.
Together we'll review a plan tailored specifically to your needs and goals.
Protect what you've built and feel confident knowing your finances are tidied up.
