Let me handle all things financial IN your business while you focus ON your business.

Are you a small business owner struggling to find the time or means to...

  • Do all the financial minutia you really don't want to do?
  • Focus on the most impactful aspects of your business?
  • Strategically plan for prosperity?

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?

How can I support you to quickly progress to your ideal state?

Accounting Services

- Bookkeeping

- Chart of Accounts Review

- Financial Statement Preparation

- General Ledger Maintenance

- Monthly Report Presentation

- Payroll

- Setup for New Businesses

- Tax Preparation

Chief Financial Officer

- Budgeting

- Business Valuation

- Financial Presentation/Reporting

- Improvement Plans

- Key Performance Indicator (KPI) Review

- Ratio Analyses 

- Tax Strategies

Strategic Partner

- Support informed decision making

- Challenge organizational thinking

- Ensuring compliance with financial regulations

- Partner with Operations and Management

- Protect assets

- Trusted Adviser

Schedule a complimentary strategy session and financial assessment!

An insightful review of your current state and recommendations for your ideal state.

Hi! I'm Jen!

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!

Qualifications & Certifications


50% Complete

Limited offer: Join the Balanced Life Collective for only $1!

Change your life. Live happier!

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!