CPA and Profit Strategist Specializing in Creative Entrepreneurs, Along With Purpose-Driven and Vegan Entrepreneurs
TAX SERVICES - BOOKKEEPING - BUSINESS CONSULTING
I help entrepreneurs understand their numbers, increase profits, reduce stress, and build financially sustainable businesses — without sacrificing their values or creativity.
Whether you’re overwhelmed by bookkeeping, confused about cash flow, or tired of guessing where your money is going, I can help you create a smarter financial strategy with clarity and confidence.
Are you starting a business and feeling overwhelmed by forming an LLC, choosing a payment platform, or paying estimated taxes? You are not alone. I’m here to guide you through the process and help you avoid hassles with the IRS and your state.
Ready to turn your passion into a profitable, sustainable business?
👉 First step to take control of your finances - Let’s talk.
Your Business Dreams Deserve a Solid Financial Strategy & Ongoing Support.
➡️ Your business deserves more than survival mode.
➡️ Navigating business compliance issues both locally and online can be stressful and confusing.
➡️ I can help you create a financial strategy that will support your goals.
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 fuddy-duddy accountant…
As a CPA 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 Wonderland. I possess an insatiable curiosity that leads me down rabbit holes of exploration, whether it's delving into new software, reading business books, or learning about the latest AI solutions.
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, an open-minded spirit, a dedication to critical thinking, compassion, a positive mental attitude, and a twisted sense of humor. Beyond tax and bookkeeping, I offer profit coaching, strategic business planning, and tech guidance. I aim to help my clients build profitable, sustainable businesses aligned with 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 helping clients understand their data, decipher the stories behind the numbers, and foster a deep understanding of their finances… 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 longtime vegan, a proud member of Generation X, a drag queen enthusiast, a collector of strange dolls, and a clothing upcycler.
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 meeting. 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 interest 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, challenges, and goals.
Let’s Meet!
Before our scheduled time, you will be sent reminders. If you need to reschedule, that’s fine. I know stuff happens! In the meantime, I will review your notes from the interest form. I will come prepared with questions so we can dive right in.
Understanding your numbers may not seem sexy, but it will provide you with the key information to transform your business from shabby to fabulous…
To achieve your entrepreneurial vision, you must have a clear understanding of your finances. 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 about whether they’re even correct. After all, 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 our initial Zoom meeting, we'll see if we are a good fit for each other. If you decide to move forward, we’ll lock down the services that best fit your needs and budget. Next, the onboarding process will start, where you will be invited to my secure portal, where we can safely share files. Then the fun really starts!!
Set up a Zoom meeting so you can stop feeling overwhelmed by your financials and start building the business of your dreams.
