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
- Assist in making informed decisions
- 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 following your passion, doing YOU, and loving yourself. In order to be your best self to others, you must first be your best self to 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!