MOMentum starts today—are you in?


Hi Reader,

MOMentum starts TODAY at 12pm EST. If you haven't signed up yet, there's still time!

MOMentum is my FREE, annual event to help self-employed parents build unstoppable financial momentum by leveraging small business and family tax breaks.

Why am I so passionate about this?

I never intended to be a money expert. I was trained as a professional actress from the age of 10. Being an artist was a lot of fun, yet I was stressed about money all the time. I worked 60-80 hours a week and still barely lived over the poverty threshold.

Everyone I knew had this same story about money: despite years of hard work, they always worried about having enough. My mentors may have been making more money, but they also added mortgages and kids to their list of worries.

I knew I wanted to be a mom. I also knew I didn’t want to trade my income or career for time with my kids. I watched my own mother accept jobs that paid less than she was worth because she was a single parent and needed the time freedom to pick us up from school.

I realized this story wasn’t just in my head.

Columbia research reveals that working women have their income cut in half, on average, after having children, and their earnings remain depressed for years thereafter.

That wasn’t going to work for me. I set out to learn how money REALLY works from the best financial and business minds. What I learned blew me away and, after only one year, I started my own accounting firm.

I had discovered that people didn’t just need knowledge and access to money. They needed a whole new way to relate to money, too.

So I capitalized on my artistic background and created the Money Storyteller Method.

Its 3 Core Pillars - the Money Story, Money Systems, and Money Map - give entrepreneurs a fun and easy framework to master business financial skills.

Now, I want YOU to create a highly profitable business as well - one that is truly aligned with your values, successfully making a big impact, and giving you all the income and time freedom you truly desire for your family, in whatever way you go on to define that.

Come to MOMentum to tap into the power of money!

MOMentum isn't just another sit-and-watch webinar

I want you to get the most out of your MOMentum experience, Reader! That's why I've built in a lot of interaction.

💬 Throughout each day, you’ll have live opportunities to:

👉 Ask questions

👉 Get coaching

👉 Receive feedback from me and our expert guests.

This is your time to get the answers you need to take real action.

MOMentum is your chance to learn what actually works—for FREE.

So don’t let this be one of those “I’ll catch it next time” moments.

Because truthfully? There won’t be another MOMentum quite like this one. 😃

Let’s make 2025 the year you take control of your money, your future, and your family’s legacy and finally gain real momentum!

🗓️ MOMentum

TODAY and TOMORROW, May 7–8, 2025 | 12 PM–3 PM ET


To your success,

P.S. Can’t make MOMentum live? No problem. Replays for both sessions will be available for FREE until May 12th. Just be sure to save your spot now so you don’t miss a thing!

I'm excited for...

Q4 Quarterly Reviews!

The end of the year can feel overwhelming, especially for business owners. There's so much to do in order to close the books and prepare to file taxes.

Providing a quarterly snapshot to our clients can assist them in preparing for the future, and will help all of us start 2026 off on a good note!

An offer for you...

Did you know we pay referral commissions?

We are lucky to work with ambitious, heart-centered people who are truly trying to do good in the world.

Like attracts like, and if you have a friend or family member who could use some financial mentorship to make their big mission easier, please send them our way.

We don't just pay you once either. We pay 10% on ANY service they receive for an entire year!

Favorite Thing...

Hot tea.

I can't be the only one fighting colds and other sickness.

Make sure to take time to relax and take care of yourselves during cold and flu season!

Money Study...

The one big beautiful bill act is now law. It's also more than 800 pages. I'll share new and important updates for small business owners in this section the next few months.

We covered an update from this bill just this week! Our quarterly tax call was dedicated to health insurance options for small business owners. There have been changes under the OBBA, and we're excited to show you all the benefits you could be utilizing in the coming year.

(Psst... Catch the replay linked above to learn more.)

Hi! I'm Katherine, actress turned accountant

I capitalized on my artistic background to create the Money Storyteller Method, a mindset and accounting tool for business owners that makes even the most advanced financial strategies easy to understand and fun to implement. Expect frank conversations about leveraging our most valuable assets - money, time, creativity, team leadership, and YOU!

Read more from Hi! I'm Katherine, actress turned accountant

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