Welcome!
I've been in the trenches as a bookkeeper, a tax preparer, and a firm owner. I can help you get your firm running in a way that better suits your needs and ideal lifestyle!
If any of the following topics are keeping you up at night, I’d love to be your coach:
Balancing family life and firm owner life
Choosing the best tech stack to make your firm run more efficiently
Deciding on a niche, ideal client profile, or services/pricing to offer
How to delegate your workload to employees and how to teach and support them as they learn
How to hold boundaries with existing clients and with new clients
How to transition existing clients when making big changes at your firm
How to build a book of business that compliments your ideal lifestyle
Fix My Firm
1:1 Coaching
You bring the problems, I'll bring the solutions!
Find My People
Curated Small Peer Groups
Get matched with a group of 4 like-minded firm owners. We’ll meet monthly and chat in between. The members of your group will become your go-to people for all the things in your business that are stressing you out. I'll lead the conversation and guide you through topics like pricing, packaging, how to get new clients, tech stack, workflow, processes, employees, etc. You'll get to learn from your peers and see how they do things too!
The Collaboration Room
Learn from the Best in the Biz
Join my online community for accounting, bookkeeping, and tax professionals who want to learn and grow through mentoring and coaching. We help you start, grow, and improve your firm, in a collaborative setting!
