You started your business because you wanted to create something you’re passionate about, the opportunity to make an impact and the flexibility and financial freedom to support your family.
But you're scared to look at your bank account, stressed about how to track the money in your business, and have no clue whether you should be an LLC, sole proprietor or a who-knows-what.
Don't even get me started about taxes! Your tax planning strategy is to lie low and hope no one sees you. Your business budget is non-existent and you're just holding your breath and hoping you somehow make enough money to pay your bills. Am I right?
Fast forward a few years and you finally feel like you’ve got the “money stuff” in your business set up, but now that you're in the thick of it, you feel like you're working 24/7, hustling to get that next client, and wondering where all that money you're working so hard to earn is actually going because it's NOT in your bank account.
Whether you’re just at the beginning and still figuring out the accounting and tax stuff (and keep saying you’re “not a numbers person”) or you’re a few years in and you’re ready to go to the next level but have no clue how to get there, you’re in the right place.
The “numbers” in your business are one of the most powerful tools you’ve got, and it’s not just about setting up the accounting and tax stuff (although we do need to start there). It's about creating a scalable and profitable business that doesn't require YOU to show up every day to make money.
So no matter where you’re at in your business journey, I’m here to help you take back control of the money. I’m here to give you the confidence, clarity and data to make smart, strategic decisions, charge what you’re worth and build a business that works for you.
That way, if you want to go to that school play, have to step away for maternity leave or need to take time off to care for a family member, you can.
We offer Strategy Calls to discuss the financial aspects of your business. This is a great way to get support if you're not quite ready to have us handle everything for you.
(Please note: This is a consulting call only. We do not represent you.)
Struggling with cash flow, want to set money goals you'll actually hit, create budgets that work and pay yourself well? Join the Equitable Money Club membership for direct access to a CPA and all the biz money guidance you need.
Starting your business but not sure how to handle all the "money stuff"? Does accounting and taxes make you want to scream? Join our FREE Biz Money Library and have it all up and running faster than you can say "IRS audit."
In this 4-month program, we'll provide a comprehensive Financial Assessment of your business and build you a customized Action Plan, which we'll implement together. If you need to get your financial sh*t in order, let's get started!
Hate DIY'ing your taxes and just want someone to do them for you? I've got you. My Done-For-You Tax Prep Package handles your tax returns but also gives you the support and guidance you need - none of this only talking on April 15th stuff.
Love the idea of an on-demand CFO but not ready for the long-term commitment? My VIP CFO Days are deep dive intensives to get your money house in order in 1 day or less.
Is your business growing and you're looking to save on taxes? Grab our S Corp Election package and we'll handle all of the details - from the election form to your payroll set-up - for you.
Sick of DIY-ing your bookkeeping? We've got a dedicated team of trained bookkeepers who will handle the day-to-day number crunching for you, so you can go back to doing the stuff you love!
Whether you just started your business or have been at it for awhile, if you're confused about LLCs, not sure if you need a separate bank account and have no idea what accounting system to use, I can help you.
OK, you've got all the tools in place and you're on top of taxes. But there never seems to be enough cash in the bank, your expenses are all over the place, and the last time you set some financial goals, it was a BIG FAT disappointment. I can help you.