Resources

The tools, systems, and conversations I stand behind—because clarity deserves company.

Speaking & Collaboration Topics

Looking for a speaker who can make financial clarity feel empowering, actionable, and actually fun? Whether it's a podcast, summit, or guest workshop, I bring mindset shifts + step-by-step strategy to help business owners stop winging it—and start leading with their numbers.

I've got a soft spot for CEO mamas who made the money, downloaded the spreadsheets, peeked at their P&L...and still feel like they're guessing.

Signature Topics I Love Sharing:

THE DEEPER THAN PROFITS METHOD

My signature framework for helping women build businesses that fuel their life—not just their bank account. We'll walk through the four phases: Face it, Fix it, Fuel it, Free it—giving listeners a clear path to financial leadership without shame or spreadsheets they hate.

THE CEO'S FORECAST FORMULA

A powerful workshop that teaches business owners how to actually use their numbers—not just look at them. This session walks through a simple 3-step financial check-in process to help CEOs review, interpret, and forecast their money with confidence—no finance degree required.

They'll walk away with a money routine they can stick to, know what numbers matter most (and which ones to ignore), be able to spot red flags, and have a plan for slow seasons.

OUTSOURCED, NOT OUT OF CONTROL

This topic is perfect for your audience if they're building a successful business, making consistent income, and doing everything themselves—including their books. They know it's time to delegate, but fear, trust issues, and confusion about what financial support really looks like is keeping them stuck.

I walk them through the emotional and strategic side of outsourcing their finances—so they can finally let go without losing control of their money.

My Go To Financial Stack

Simple, scalable tools to help you run your business like a CFO—without the overwhelm

These are the three tools I recommend again and again—for myself and my clients—because they work together to give you clarity, control, and peace of mind around your finances.

Xero

A powerful, user-friendly accounting software that helps you track income, expenses, and more—all in one place. Xero makes it easy to stay on top of your numbers, prep for tax time, and monitor your business performance without getting lost in the details.

Relay Bank

Perfect for Profit First-style banking. Easily set up multiple accounts and get real-time visibility into exactly where your money is going—without spreadsheet stress.

Chase Ink Business Cards

I like to recommend the Ink Business Cash or Ink Business Unlimited credit cards because of their welcome bonuses, cash back on everyday expenses, and no annual fees.