Financial Tally

Are you struggling with unpredictable cash flow in your business? You’re not alone. Many entrepreneurs—especially those running service-based businesses—find themselves riding the financial rollercoaster month after month. What’s frustrating is that the problem isn’t always a lack of income; more often, it’s about how that income is being managed and allocated.

Maybe you’re making enough money, but you still feel stretched thin. You’re constantly worrying about whether there will be enough to pay your taxes, reinvest in your business, or even pay yourself a livable salary. That lingering stress takes a toll—not just on your finances but on your energy, productivity, and peace of mind.
If this sounds familiar, you’re in the right place. My business is built to help entrepreneurs like you find clarity, consistency, and confidence in your business finances. I specialize in helping service-based business owners transform the way they handle money—so they can grow, thrive, and finally experience the financial freedom they set out to achieve when they started their business.

A Better Way to Manage Your Money

Let’s face it: most traditional accounting methods aren’t built with entrepreneurs in mind. They focus on historical reporting, taxes, and compliance—but they don’t help you solve the day-to-day stress of managing cash flow. And without a strategic system in place, it’s easy to feel overwhelmed and unsure of what to do next.

➡️ Are you tired of the constant highs and lows in your business finances?
➡️ Have you been setting aside enough cash for your tax obligations?
➡️ Are you regularly saving for your retirement?
➡️ Do you have a plan for reinvesting in your business growth?
➡️ Most importantly, are you paying yourself what you deserve?
If you answered “no” to any of those questions, it doesn’t mean you’re failing—it means you need a better system.

My Journey: From Financial Stress to Financial Strategy

I’ve spent many years working in finance, retirement planning, and tax strategy. Over the course of my career, I noticed a recurring theme with many of my clients: despite having successful businesses on the surface, they were constantly stressed about money. The deeper I looked, the more I realized the issue wasn’t a lack of effort or even a lack of income—it was a lack of structure and clarity.

Everything changed when I read the book Profit First by Mike Michalowicz. The message resonated with me: entrepreneurs deserve to be paid first. The Profit First methodology turns traditional accounting on its head by prioritizing profit from the very beginning—literally. Instead of the usual formula (Sales – Expenses = Profit), Profit First teaches you to flip the equation: Sales – Profit = Expenses.

After diving into the book, I took the next step and joined the Profit First Professionals Certification Program. It was there that I learned how to implement this transformative system not only in my own business but also in the businesses of my clients.

Of course, before I introduced it to anyone else, I knew I had to walk the talk. I implemented Profit First in my own firm—and within just one quarter, I saw a major difference. I was no longer reacting to my finances; I was proactively managing them. My cash flow had a rhythm, my profit margins were improving, and—most importantly—I felt in control.

That success fueled my passion to help others do the same. I traveled to Boonton, New Jersey to meet Mike Michalowicz in person and connect with the amazing team at the Profit First headquarters. It was clear that this wasn’t just a financial framework—it was a movement. A mission to Eradicate Entrepreneurial Poverty one client at a time.

What I Offer: Profit First + Personalized Strategy

Today, I work with service-based business owners and entrepreneurs who are ready to take control of their finances and build businesses that are not only profitable but also sustainable.
Through the Profit First methodology and my experience in accounting, tax planning, and retirement strategy, I help clients:

✅ Improve their cash flow
✅ Increase their profit margins
✅ Clarify their financial goals
✅ Build systems for managing money with confidence
✅ Pay themselves consistently and adequately
✅ Prepare for taxes and avoid surprises
✅ Plan for the future—including retirement and business growth

Every client I work with receives a customized plan based on their goals, business model, and current financial health. Whether you’re a solo entrepreneur or running a small team, I’ll guide you through the process of implementing Profit First in a way that works for you.

Why Profit First Works

Profit First is simple, but powerful. Instead of lumping all your income into one account and hoping there’s enough left over at the end of the month, you allocate money to specific purposes using multiple bank accounts—each with a clear role (Profit, Owner’s Pay, Taxes, Operating Expenses, etc.).

This method creates boundaries and visibility, helping you avoid overspending and build habits that support your long-term success. You’re no longer guessing—you have a system that tells you exactly what’s available to spend, save, and invest.

It’s not just about numbers. It’s about mindset, strategy, and peace of mind.

Who I Work With

My clients are typically service-based entrepreneurs: coaches, consultants, creatives, agency owners, health, wellness and other professionals who are passionate about their work—but overwhelmed by their finances.

Some are in growth mode and want to scale smartly. Others are established but haven’t cracked the code on profitability. Still others are preparing for exit or retirement and want a strategic roadmap.

Whatever stage you’re in, if you’re ready to get clear, get organized, and get paid—I’m here to help.

Ready to Take the First Step?

You don’t have to feel confused or stressed about your business finances anymore. With the right systems, support, and strategy, you can feel confident in your cash flow, take control of your income, and build a business that funds the life you truly want.

Let’s work together to make that happen.

📞 Schedule your no-obligation 30-minute Discovery & Fit Video Call today. This is a relaxed, judgment-free conversation where we’ll explore your goals, identify your biggest financial pain points, and see if working together is the right fit. Whether you’re just starting out with Profit First or looking to fine-tune your existing systems, this call is the perfect place to begin.

Click Here👉 https://scheduler.zoom.us/financialtally/30-minute-zoom-call-ybbwezi5 — I’d love to connect with you and help you take the next step toward financial clarity and freedom.

Let’s transform your business from financial chaos to financial clarity—one step at a time.