Are you a small business owner struggling to find the time or means to...
Great! I'm here to help you thrive personally and professionally as your accountant, CFO, and strategic partner! As a Certified Professional Coach, a CPA, a Doctor of Accounting, and the former CFO of a $136 million organization, I have the nearly two decades of experience you need to make a significant and life altering change.
This isn't about me though. It's about you! What will it take for you to take the next step towards the amazing life you deserve?
- Chart of Accounts Review
- Financial Statement Preparation
- General Ledger Maintenance
- Monthly Report Presentation
- Setup for New Businesses
- Tax Preparation
- Business Valuation
- Financial Presentation/Reporting
- Improvement Plans
- Key Performance Indicator (KPI) Review
- Ratio Analyses
- Tax Strategies
- Support informed decision making
- Challenge organizational thinking
- Ensuring compliance with financial regulations
- Partner with Operations and Management
- Protect assets
- Trusted Adviser
I am passionate about helping you have the amazing quality of life you deserve. I am a heart-centered numbers aficionado who brings a modern view to the traditional look of accounting and finance. I truly believe everyone should live life to the fullest and this begins with YOU. Ready? Let's go!
The Balanced-Life Collective is a monthly membership club for any individual who wants to be more successful and feel more fulfilled in their life.
When you join, I'll coach you on handling stress & anxiety, finding your purpose, and so much more. You'll receive weekly life hacks & assessments and have the chance to attend monthly webinars & group calls!