I’m so excited to offer you a program that will allow me to take a group through the same process that I usually do one-on-one with my clients — the process of setting-up, learning & using Quickbooks Online for the purpose of creating more financial flow, ease and abundance in their lives.

This program will offer you the accountability to take a clear look at your finances, it will help you create an online container for your financial information, and generate ongoing awareness around any adjustments that need to be made.

I’m so glad you found me! Especially if, like so many of my clients, you are experiencing any of these concerns:

I see this time and time again with my clients.

The initial idea of sitting down and creating a system and getting everything into place feels daunting and scary to them.

And yet, every single time the process is complete, my client feels like a weight has been lifted off their shoulders.

The blinders have come off. They can view their money more clearly and thus feel empowered because they can see the patterns and habits and choices that they made. Even though there are some choices that may make them cringe, they now have the freedom and awareness to make new and informed choices that better support their dreams and goals.

Originally from Columbus, Ohio, I moved to LA shortly after graduating Cum Laude from Tulane University in New Orleans, in pursuit of an acting career. Instead of waiting tables while waiting on auditions, I found myself doing different executive assistant jobs that eventually led me to doing billing and subsequently bookkeeping work. My grandfather’s urging of me to be a “math major” at a young age finally made sense. Apparently, I was really good at that.

Here I am, over a dozen years later, having worked independently with 30+ clients that run the gamut of small businesses, entrepreneurs, creatives, retirees, stay-at home Moms and so on.

I recently restructured my business to focus on project based work, helping people set up new and first time accounting systems, cleaning up and organizing old ones and untangling messes from mis-managed ones. In that time, one thing I found to be more and more common was that people want to be involved in the process. They want the awareness, to have their eyes on the books, and they want to learn how to do it themselves.

So I found myself doing a lot of Quickbooks training. And often times, just being their coach and cheerleader. Which is what led me to you and wanting to be able to serve more people at one time.

I love helping people who are committed to abundance build and organize a container for that abundance and see that they have more control over their circumstances than they ever knew possible.

Not only have I studied very closely (and travelled the world) with Mary Morrissey, I have been in rooms for hours and days learning from so many of the best of the best: Bob Proctor, Peggy McColl, Gay Hendricks and of course, the man himself, Tony Robbins.

And I have been in your shoes. I have lived pay-check to pay-check, not knowing how I am going to get to the next one. I have lived so extravagantly and abundantly after coming into a wind-fall that I buried my head in the sand and didn’t want to KNOW where it was going. And I have done the hard work, opened my eyes, looked at the numbers and made the changes that were mine to make, living much more effectively. And I have manifested owning my first dream home walking distance to the sand, my beloved fiancé and magical trips to Bali. And I am right there with you, still learning.

And most importantly, the super-power that I am most proud of is my ability to relate & have compassion, patience and understanding for my clients. There is no shame or judgement, ever, in any work that I do or with the people I support.

What do I need to bring?

An open mind and open heart. A willingness to support all participants on their journey, wherever they may be, and an agreement and respect that everything shared on our calls is private and confidential and never to be shared outside of our group.

Will I have to share my personal financial information with the group?

Absolutely not. There will be no need for you to share anything personal about your spending and income. We will have discussions on things we notice throughout the learning process but no one will be forced to share anything specific or sensitive at any time. Of course, you are welcome to if you choose. We are all autonomous adults and your privacy and comfort is of highest importance. You are going through this process for yourself and only you will need to see what is happening in your Quickbooks account. If it is helpful and desired, there may be opportunities to “share your screen” with me to ask questions specific to your Quickbooks file, however, that is not required or necessary.

Still have a question? Feel free to ask.