|
Hello Reader, A good idea can change the world. That’s why I love financial reporting. A clear Money Map turns unformed potential into concrete, measurable action. And a strong financial diagnostic is often the fastest way to remove hidden obstacles to smooth, consistent growth. In my work with founders, I see incredible vision every day. The challenge is rarely the idea. Rather, it's building the financial structure that allows that idea to scale with less friction. My work as a CFO is about noticing what’s possible and outlining a path to make it real. Which is why I’m excited to support GROW. GROW attracts coaches, consultants, and advisors who already know how to create momentum and are ready for that momentum to feel steadier, safer, and more intentional. It’s an event built on relationships, not networking. If you attend GROW, you’ll be in a room full of people who care about building something meaningful and sustainable with their business, their finances, and the people they know. That’s why I’m sponsoring GROW this year. I’ve made genuine friends and profitable partnerships there, and I wanted to share my unique gifts with this community. Every GROW attendee receives two coaching or consulting sessions with their ticket. You’ll have access to expert marketers, podcast producers, brand strategists, executive coaches, financial advisors—and more—for real 1:1 support. My own Consulting Corner at GROW is especially helpful if:
This is rarely a failure of effort. It’s usually a signal that your Money Story needs more structure. At GROW, you’ll have a rare opportunity to step back, look at your business with fresh eyes, and get support that helps your success translate into long-term stability and impact. If this resonates, GROW is the right room for you. 👉 Learn more and register for GROW here: |
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!
Hello Reader, I winced when a potential client recently said: “𝘐 𝘬𝘯𝘰𝘸 𝘐’𝘮 𝘭𝘦𝘨𝘢𝘭, 𝘣𝘶𝘵 𝘮𝘺 𝘱𝘳𝘦𝘷𝘪𝘰𝘶𝘴 𝘢𝘤𝘤𝘰𝘶𝘯𝘵𝘢𝘯𝘵 𝘸𝘢𝘴𝘯’𝘵 𝘴𝘢𝘷𝘪𝘯𝘨 𝘮𝘦 𝘢𝘯𝘺 𝘮𝘰𝘯𝘦𝘺.” 𝗧𝗮𝘅 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗶𝘀 𝗼𝗳𝘁𝗲𝗻 𝗳𝗿𝗮𝗺𝗲𝗱 𝗮𝘀 𝗮𝗻 𝗲𝗶𝘁𝗵𝗲𝗿/𝗼𝗿. Either you swallow a big tax bill every year and stay safely within the lines. Or you chase aggressive strategies that promise big savings but come with real risk. I fall firmly on the side of 𝗸𝗲𝗲𝗽 𝗶𝘁 𝗹𝗲𝗴𝗮𝗹. Growing a business is risky enough. Shady tax planning rarely earns more than the stress is worth. 𝗕𝘂𝘁...
Hello Reader, I'm embarrassed to admit it, but I've become a bit of a gossip lately. I blame the podcast, 𝗡𝗼𝗿𝗺𝗮𝗹 𝗚𝗼𝘀𝘀𝗶𝗽. If you don’t know it: it’s a podcast where people anonymously submit low-stakes, real-life gossip — coworker drama, weird friend dynamics, social faux pas — and the hosts retell the story with smart guests who dissect it like it’s a sport. Nothing “important” is discussed at all. Yet it really works (and it's one of the few podcasts I still listen to religiously) because: –...
Hello Reader, It’s no secret accountants are busy this season! Here’s how high earners should use valuable face time with their tax team. 3 things to share with your accountant this season: 𝟭. 𝗧𝗲𝗹𝗹 𝗺𝗲 𝘆𝗼𝘂𝗿 𝗹𝗶𝗳𝗲’𝘀 𝗴𝗿𝗲𝗮𝘁𝗲𝘀𝘁 𝗮𝗺𝗯𝗶𝘁𝗶𝗼𝗻𝘀 If I don’t know what you want your money to do, I can’t structure it correctly. 𝘈𝘭𝘭 𝘵𝘺𝘱𝘦𝘴 𝘰𝘧 𝘨𝘰𝘢𝘭𝘴 𝘮𝘢𝘵𝘵𝘦𝘳: • Funding college, • funding a sabbatical, • leaving millions to charity, • dying with zero. 𝘎𝘰𝘢𝘭𝘴 𝘭𝘪𝘬𝘦 𝘵𝘩𝘦𝘴𝘦 𝘥𝘪𝘳𝘦𝘤𝘵𝘭𝘺 𝘢𝘧𝘧𝘦𝘤𝘵: • how aggressively we plan for...