The #1 Business Advantage So Easy, Yet So Often Ignored


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.
👉 The bank statements go unread.
👉 The reports feel confusing or pointless.

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.


When reviewing receipts and financial reports becomes part of your routine, something interesting happens: you start to see yourself and your business more clearly.

➜ You notice that your “quick coffee breaks” and other types of reactive spending add up to hundreds of dollars a month.
➜ You spot recurring charges for software you don’t really use.
➜ You catch habits that don’t align with your values—or opportunities to invest more intentionally.

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.


Real-time visibility into your numbers gives you the power to pivotbefore things go off course.

💥 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.


Avoidance breeds anxiety. But clarity builds confidence.

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'm excited for...

Our new Client Success Manager, Jenn Klicker, starts this week!

We have some great ideas about how to grow as a team and serve y'all even better than before.

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...

Splash pads!

Here in Houston its over 90 degrees, even after dark. We need ways to stay cool, yet the pool is NOT relaxing with two toddlers who don't swim well.

So, we have spent this summer finding the best splash pads. There are so many tucked away in community parks. They're free. They're fun. And we're so obsessed.

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

Here's the first: State and local taxes (SALT) are now capped at $40K a year IF your household income is below $500K.

Business owners can still deduct an unlimited amount of SALT taxes through your business with a PTE election. We'll definitely keep making this election for our clients.

(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!

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