CPA and Profit Strategist for Creatives, Purpose-Driven, and Vegan Entrepreneurs
TAX SERVICES - BOOKKEEPING - BUSINESS CONSULTING
Cash flow issues can jeopardize your small business.
Understand your financial situation to avoid failure.
Don't let your dreams fade away.
Are you ready to pay attention to your finances? I can assist you!
Does this sound familiar?
Do you worry about financial pitfalls and unsustainable growth?
Do you want to hire someone but are unsure you can afford to?
Do you feel overwhelmed and confused by your financial statements?
Are you running out of cash, even when your profit is positive?
You don't have to be paralyzed by your numbers anymore.
There’s a better way! If you want…
A proactive advisor who speaks without jargon and provides financial clarity.
More money out of your business to support the lifestyle you desire and the future you dream about.
Understand the stories behind your numbers rather than be terrified by them.
Off of the entrepreneurial rollercoaster and build a business with reliable, positive cash flow.
I offer various services to meet your needs and budget.
I’m not your dad’s accountant…
As a CFO and Profit Coach, I approach my role with a unique perspective that doesn't fit the stereotypical image of an introverted, buttoned-down accountant. Although spreadsheets are my jam, you won't catch me in a traditional navy suit. My "professional" attire reflects my vibrant personality, often featuring a Princess Leia T-shirt, funky leggings, and a glittery pink jacket.
My career journey has been far from conventional, encompassing experiences in fashion design, theater, project management, leadership, training, and market research. Like the character Alice from "Alice in Wonderland," I possess an insatiable curiosity that leads me down rabbit holes of exploration, whether it's delving into new software, diving into business books, or learning about AI.
I support my clients through mentorship, cheerleading, empathy, and humor. It is grounded in dedication, accountability, creativity, and a dose of reality. I aim to help you sparkle like a star, explore possibilities, and achieve your vision.
My je ne sais quoi is derived from my diverse background, a spirit of open-mindedness, a dedication to critical thinking, compassion, a positive mental attitude, and a twisted sense of humor. Beyond tax and bookkeeping, I extend my services to profit coaching, group programs, and CFO services. I aim to help my clients construct profitable, sustainable businesses based on their passions, purposes, and unique strengths.
My overarching mission is to help entrepreneurs amplify their businesses by boosting profit and cash flow. I get immense satisfaction from aiding clients in comprehending their data, deciphering the stories underlying the numbers, and fostering a deep understanding of their financial landscape...but without all the accounting jargon.
When I'm not immersed in the world of business and finance, you'll find me embracing my identity as a long-time vegan, a proud member of Generation X, a devoted cat mom, an enthusiast of drag queens, and a collector of strange dolls and costumes. Additionally, I'm a speaker, presenter, and host of the Vegan Food Truck Business Podcast.
With my unique approach and diverse skill set, I am deeply committed to helping entrepreneurs thrive and succeed in their business ventures.
“Heather is an awesome CPA. She is great at communication, clear with directions, knowledgeable, and responds quickly to my emails. She has helped me get everything organized! Heather is thoughtful and seriously cares about her clients! Highly recommended CPA. Thank you Heather :)”
Make it happen
Schedule a free consultation. Let’s get on each other’s calendars! The 15 minute, virtual meeting will take place through Zoom. We’ll discuss your pain points and see if we’re a good fit for each other.
Take action
Fill out the onboarding form so I can learn more about you and your business. The form takes a few minutes to fill out. I want to hear about your struggles and challenges.
Let’s Meet!
Before our scheduled time, you will be sent reminders. If you need to reschedule, that’s fine. We know stuff happens! In the meantime, I will review your notes from the onboarding form. I will come prepared with questions so we can dive right in.
It may not be sexy, but understanding your numbers will transform your business… and I’m the nerd that’s here to help you.
In order to achieve your entrepreneurial vision, you must have a clear understanding of your financials. But you don't have enough bandwidth to decipher confusing reports. You feel overwhelmed and bogged down by all the data and feel a sense of uncertainty that they’re even correct. Afterall, you're a creative visionary, not a mathematician. I understand you need guidance; especially from a trusted advisor; someone who will act more like a partner than a vendor.
Here's how it works, during your discovery call we'll see if we are a good fit for each other, then we’ll schedule a longer meeting to dive deeper. Once we’ve locked down the services that best fit your needs then the onboarding process will start where we’ll get into our rhythm of regular scheduled meetings.
Set up a discovery meeting, so you can stop feeling overwhelmed by your financials and start building the company of your dreams.
