My team and I provide financial management services for entrepreneurs, visionaries, and nimble businesses. Our process is holistic, taking into consideration personal financials as they relate to the business, future needs, cost, business stage, type of business, and culture.
We are virtual, we love money, we are practical, and we are fun. We believe when your money is in order, you can make sound, strategic decisions for you, your business, and your personal ife.
Below are examples of our work.
business advisor to entrepreneurs | As your personal advisor to entrepreneurs, I am a thought partner and consultant on all matters from personal financials to business management.
big picture money thinking | When you need senior-level thinking and analysis, we plug in to help guide you and your business through next steps or serve as an interim finance department.
bookkeeping | We take bookkeeping to a whole new level, working with you to create a system and process that is customized to your business. We teach and we create transparent processes so when you are ready to bring your financial management in-house, it is easily passed back to you.
special projects | As you and your business grow, your financial needs change. We have experience with financial management requirements at every life and business stage. Examples of work include:
What don’t you do?
External business development: sales, marketing, and branding. I do look at these areas during the assessment, specifically the operations and synchronicity of those areas. I have fabulous partners to which I may refer you if that is indeed what ya need.
How did you learn everything you know?
A lot of really nice people trusted and invested in me. And I made a lot of mistakes that I had to fix myself.
Are you a life coach?
Nope. But I’ve got good peeps and resources.
Who inspires you?
Oh geez. So many people. Aside from my mom and brilliant nieces, I think of women like Padmasree Warrior, Robin Roberts, Ursula Burns, Dr. Christiane Northrup. They are all blazing their own paths with so much heart. Don't know any of those ladies? Google them. Seriously.
Buying a business and reneging on it. I lost a good chunk of money, as well as a budding friendship and mentor in the process. Major embarrassment and blow to the ego at the time. But my gut and savings account told me I shouldn’t move forward. I have no regrets looking back and I certainly wouldn’t have as much business sense as I do today had I not gone through that.
What’s with the bald head?