You Deserve to Feel Confident About Your Finances
Let’s be real—running a business is tough. You’re juggling clients, managing expenses, figuring out pricing, and somehow trying to stay profitable. If you’re feeling like you’re working harder but making less, you’re not alone.
I’m Kate, and I help business owners like you get back in control of your money—without the stress, spreadsheets, or second-guessing.
My Approach to Financial Coaching
This isn’t stuffy accounting or corporate consulting. This is real talk, practical strategy, and honest support from someone who’s walked the walk.
I’ve been a tax manager at PwC. I’ve worked with the PGA Tour. But the most meaningful chapter started when I launched my own firm as a single mom of two daughters. Since then, I’ve helped hundreds of small business owners and entrepreneurs ditch the confusion and build a clear path to profit.
What We’ll Work On Together
Clarity & Confidence in Your Numbers
You’ll finally understand what’s working (and what’s not) in your business.
Profitable Pricing & Cash Flow
No more guessing if you’re charging enough or wondering where your money went.
Growth Without Chaos
Let’s map out a plan that works for your life, your goals, and your pace.
Is This for You?
- Just launched a business and don’t know where to start?
- Been flying blind when it comes to cash flow?
- Making sales but still feel broke at the end of the month?
If you’re a small
business owner, entrepreneur, real estate investor, or realtor
—I’ve been there, I get it, and I can help.
Here’s How It Works
01. Free Discovery Call
We chat for 30 minutes about what’s going on in your business.
02. Custom Coaching Plan
You get a financial roadmap that’s simple, actionable, and tailored just for you.
03. Ongoing Support & Accountability
We’ll meet regularly to review your progress, make adjustments, and keep you moving forward.
04. Confidence + Clarity = Profit
You’ll stop reacting to your finances and start leading your business like a CEO.
Why Work with Me?
✔ I Speak Your Language
No jargon. No shame. Just practical financial advice that makes sense.
✔ I’ve Got the Background to Back It Up
Big firm tax chops, real-world experience, and years helping small businesses thrive.
Ready to Take Control of Your Business Finances?
Book your FREE coaching session now
Let’s talk about where you are, where you want to go, and how
we’ll get you there—together.