Financial consulting and accounting for driven entrepreneurs determined to build wealthy lives and businesses
With us, you don’t need to be apologetic about your desire to make more money and impact with your business.
You’re building an empire. You’re ready for your bank account, Roth IRA, and luxury handbag collection to grow too.
Financial consulting for the trendsetters, the trailblazers, and the disruptors:
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done-with-you financial foundations
The Trendsetter
You’re craving a financially stable business. One that allows you to stop panicking when you get your tax bill, allows you to hire the team of your dreams, and finally start to pay yourself.
You can finally build a solid foundation for your business with our bookkeeping and tax help.
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done-with-you personalized consulting
The Trailblazer
You’re making big moves in your business. The one part that you don’t feel in control of: your business finances.
It can feel simple with our personalized financial coaching and support.
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done-for-you financial consulting
The Disruptor
You’re future-focused, driven, and ready to take your business to new heights.
You deserve to step into your CEO role and finally feel in control of your finances with our high-touch, high-support financial consulting.
I’m Christy, CPA and financial consultant for ambitious service-based entrepreneurs
As an entrepreneur, I know you deserve more than a financial professional who will only balance your books and file your taxes for you.
After working in the corporate tax and financial planning worlds, I realized there’s a major gap in the finance industry. I love helping business owners make their money work for them– instead of the other way around.
You can build a legacy business, disrupt your industry, and build a life you love without stressing about finances
Let Our Clients Speak for Themselves
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Shayne Benson
“I knew I could trust Christy when it came to helping me understand my finances!
Christy is honest, transparent, and non-judgemental. She walked me through everything and explained everything to me in a way I could understand.
Now, I feel way more confident that I can afford the lifestyle I’ve been living, my business income, and my ability to reach my goal for the year! I have a realistic projection of what I need to do to stay on top of taxes, how much to pay myself, and the steps I need to take to reach my goals. Best of all, I know I have Christy in my corner if or when things change!”
Shayne Benson, Online Business Manager
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Elizabeth Quakkelaar
“I feel SO relieved knowing Christy is handling my tax situation this year so I can focus on serving my own clients!
At first, I was a bit anxious, not knowing exactly what tax season had in store for me after my first full year of business & moving states mid-year. I knew I couldn't DIY my business finances this year and couldn't wait to get Christy's support!
I really appreciate Christy’s straight-forward approach, hands-on services and thoroughness when reviewing my business and personal tax situation. It’s also a piece of cake to upload documents and make sure that I provided them to her!”
Elizabeth Quakkelaar, Your Numbers Gal
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Sarah Osmer
“Christy came highly recommended, and it was clear that she speaks my language.
I felt in over my head financially and needed someone else to help me create a realistic plan to move forward. I was able to hear her in a way that I typically can't when it comes to finances.
I feel like I have direction for the first time ever. Now, I don't have to guess what a reasonable salary to pay someone would be. I know what I can afford to pay my employees. Our Business Blueprint session was exactly what I was hoping for!”
Sarah Osmer, Carlisle Collective
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Serena & Dominic
“Christy is just amazing– you really feel she is on your side!
Before working with Christy, I felt overwhelmed and in the dark with my finances. I wanted someone who was going to be more than your average bookkeeper/CPA, and Christy fit that.
Now, I have a completely better understanding of the health of our business, systems, and goal setting. I am looking forward to achieving financial goals and setting us up for retirement. I’ve already referred her to a few friends!”
Serena & Dominic, At Last Entertainment/The Wedding Duo
For the DIY entrepreneur
The Profitway Dashboard
This digital dashboard makes it easier than ever to visualize your business finances, set financial goals, and stay on track. Bonus: no expensive software or numbers knowledge required.
Understanding your finances and making business decisions can (and should) be simple.
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