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Hi Reader, When we ignore our numbers, we miss out on the most powerful advantage in business: clarity. A lot of business owners avoid looking at their money, without even realizing that’s what they’re doing. Not because they don’t care—but because they’re busy, overwhelmed, or afraid of what they’ll find. 👉 The receipts pile up. But how much clarity are you missing as a result? As a Money Storyteller, I believe reviewing your money regularly isn’t just good practice—it’s transformational. It helps you spot patterns, make smarter choices, and even shifts your entire relationship with money. Here’s what happens when you make a habit of looking at your money regularly:📌 You begin to spot patterns. ➜ You notice that your “quick coffee breaks” and other types of reactive spending add up to hundreds of dollars a month. This kind of awareness makes your receipts and reports more than just paperwork. They become a window into your behaviors, your goals, and your values. 💡 📌 You make more informed choices. 💥 Let’s say your Facebook ad strategy is costing more per click than expected. Instead of waiting until year-end to realize it wasn’t profitable, you can tweak your sales funnel now and boost your ROI. 💥 Or maybe your revenue has plateaued, and your calendar is maxed out. That insight might prompt you to hire a team member, raise your rates, or repackage your offers—with data to back it up. 💥 Sometimes, you’ll discover a good surprise: like more profit than expected. In that case, you might choose to open a retirement account or form an S Corp before the year ends to reduce your tax burden and build long-term wealth. These are real decisions made by clients who looked at their numbers throughout the year — not during the stress of tax season. Because we had time, we made a plan. 📌 You get a built-in money mindset tune-up. When you make time to look at your money—even when things aren’t perfect—you send your nervous system a powerful message: I’m in control. Your finances stop being the monster under the bed and become a tool you can actually use. And that mindset shift ripples into everything: how you price, how you spend, how you sell. You stop reacting, and start leading with intention. This is exactly why our team meets regularly with bookkeeping and tax clients—not just to reconcile numbers, but to build financial alignment all year long. Using the Money Storyteller Method, we help you stay on top of your finances in real time—so you can spot patterns early, make informed choices with confidence, and stop dreading tax season altogether. We don’t just look backward—we help you plan ahead. If you’re tired of flying blind and ready to feel truly supported in your business finances, let’s talk.👉 Book a FREE Breakthrough Session to explore how ongoing support can give you the clarity, strategy, and peace of mind you deserve. Be profitable, |
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, Earlier this year, I signed up to be a sponsor at the GROW 2026 Conference. (Shout out to Catherine Brown, who hosts. This event is amazing and 2027 tickets are out). GROW was to be the biggest marketing play of my year. I was taking time away from tax season and my family to be there. As a sponsor, I was completely booked solid. Fourteen back-to-back sessions over two days and there would be no breaks. I was excited, but I also knew I was going to be exhausted. (I’m actually a...
Hello Reader! Do you even remember this newsletter? Happy to see my emails again? I’m offering you a gift just for being here. Don’t remember? That’s ok. I have taken a rather long break. Enjoy this update and then decide if you want a gift from me too. I honestly don’t know if I’m "back" to writing yet. Why did I pause in the first place? In 2025, I decided pursuing my goals was taking too much effort. I’d been pushing through some tough years: 9 emergency room visits, 2 new babies, a...
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...