Teaching purpose-driven entrepreneurs like you how to renew your relationship with money and business, finally have your financial epiphany and create new practical habits and systems around money management.
All so that you can achieve and maintain the freedom you desire for the things and people that matter to you most.
The CFO Starter Kit (FREE!)
Get the tools and training you need (+ deserve to know) to kickstart financial clarity for your business. This is NOT another basic “budget template” freebie. From bookkeeping to profit planning, you'll be able to get started TODAY.
Mastering YNAB
The COMPLETE training on mastering the ins and outs of my #1 recommended money management tool, YNAB! This tech-focused course will help you use YNAB (a revolutionary app with a slight learning curve) for both your personal and business budgeting needs.
Bookkeeping in YNAB
Budgeting is where it’s at…but we still need bookkeeping! Rather than tracking and managing your finances in multiple places, learn how you can use simple (yet important) workarounds to “hack” YNAB so it doubles as your budgeting program AND bookkeeping software (bye-bye QuickBooks!)
Accounting & Tax 101 (For CEOs)
A basic understanding of the language of accounting and the mysteries of taxes are critical for EVERY CEO — even if you plan to or currently outsource. This course will teach you the fundamentals you’ve been struggling to understand about accounting and tax, jargon-free.
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My mission in life is to celebrate the heck out of watching your journey from financial literacy to financial freedom.
I’m NOT the accountant speaking a foreign language so you have to keep paying for my services, the “finance guy” selling you products you don’t understand, or the judgmental family member giving hypocritical advice you didn’t ask for.
I’m the friend who wants to speak encouragement into your financial life. The guide who can show you how to be more intentional with your money without making it hard. And I’m the dork who wants us to have fun doing it.
Money management can be FUN. FREEING. And really, truly EMPOWERING.
Need something a little more personalized? Hoping to connect directly with a coach who can guide you through your journey? Or maybe you’re in search of a guest speaker to bring this content to your community?
