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!
Ten year dream unlocked, and I’m playing hooky.
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Hello Reader, Would you rather?
My industry peers gather at Fincon, a conference for financial content creators. I cried watching my first Fincon keynote about how financial education changes lives. In my own business, I put up with needlessly complicated rules, disorganized government agencies, and unrelenting tax deadlines, and it gives me migraines. Yet it gives me unmeasurable joy too because I'm helping small businesses, their families, and communities become more financially stable. Here was a whole room of people who GET IT. Tears running down my face, embarrassed and yet inspired, I vowed that one day I would get to speak at Fincon too. Almost ten years later, I am finally a Fincon speaker. I’m playing hooky on 2 days of the conference to go hiking in Joshua Tree National Forest instead. It’s not that I don’t need Fincon anymore. My business isn’t any easier. In fact, with two kids under five, employees, and hundreds of other founders to support, my job puts more pressure on me than ever. That’s what I’m talking about at Fincon. The Mastermind Effect, and how I lean on the peer support of communities like Fincon to stay resilient. Yet I can show up for my business, my clients, my family, and all my peers in my Fincon mastermind and beyond because I’m also planning this hiking adventure for myself. The trust placed in me to advise on other people’s money is too important. I’m taking myself less seriously, so I can show up energized and creative. Fun is what really keeps me at my peak performance. If you also feel the pressure sometimes of being the trusted expert, and you want either more fun or better masterminds, here’s what I got:
Reply if you want details on any of these. I read every reply and genuinely think of you like a pen pal. Be profitable, |
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!
Hello Reader, I have tried literally every version of healthcare under the sun. I have paid out of pocket. I have used health share arrangements. I have provided my own health insurance through my company. I have been on my spouse’s health insurance. And I really have to pay attention to healthcare costs. My family and I have had 8 emergency room visits in the last 8 years. Multiple hospital admissions. True life-threatening situations. My husband is dealing with a chronic illness, and I’ve...
Hello Reader, On average, I travel eight weeks every year. Some of it is work, some of it is for fun and honestly, most of it is both. I’ve even been known to fly across the country to attend an event simply because a client was going to be there, and there’s nothing like meeting face-to-face when you can. Beyond the connections, the hugs, the breakthroughs… there’s another big benefit: tax deductions. Airfare, hotels, rental cars, meals: when you travel for business, a lot of your expenses...
Hello Reader, The number one mistake I see self-employed parents making? Gifting your kids money. Now you can do this without triggering gift taxes. The gift tax exclusion is up to $19,000 in 2026. But, what if I told you there was a way that you could pay your kids up to $16,100 a year AND get a tax deduction on it? Plus, your kids won't pay taxes on it either? You can pull this off by putting your kids on payroll. If you own your business as a sole proprietor (or with your spouse), you can...