Do you ever feel like you could be more profitable, but you just don't know how to get there?
Do you want to level up your business, hire a team, and get out of the day-to-day grind, but you don't have the capacity for more clients or customers?
Do you have a dream of creating a legacy for your family, retiring early, giving back to your community, and leading a more rich life (and I don't mean rich just in dollars)?
You can do these things without having to go hustle and sell more! What you need is a more aligned money strategy so you have a clear path to creating a more profitable business that generates the wealth and time freedom you want.
My 3 minute quiz will tell you the next step you should take in your business to do just that, based on where you are in your unique business RIGHT NOW!
You became an entrepreneur so you could do more of what you love...
But the financial side of your business is stressing you out.
I get it - it's easy to be overwhelmed by all the financial advice out there.
And it's hard to know exactly what you should focus on next to create a more profitable business.
That's why I've broken my quiz results down into 4 stages of business so you can find out exactly what you should focus on next! I'll even give you a few CFO tips specific to your stage to make it easier and more approachable to implement your next step in your business.
I’m a Virtual CFO and CPA. I believe in a modern approach to finance and taxes, and I’m not the stodgy, traditional CPA your dad referred you to. I believe that there’s way more to your business‘s finances than your tax return – it’s important to think about your money holistically in order to maximize your overall profits and keep more of what you earn, so you can build your wealth, leave a legacy, and create more peace and stability in your life.
With nearly a decade of accounting experience under my belt, from working in the Big 4 and corporate world to starting my Virtual CFO practice, I’m here to make finance more approachable, less stressful, and more fun!