About Us
Meet the faces and stories behind your business’s biggest financial cheerleaders
My ticket to the best things in life is a profitable business.
One day, it clicked:
And just as quickly, I saw how many fellow entrepreneurs had begun their journeys with high hopes, and low or no profit.
I knew my next mission in life was to empower business builders of all stages to profit more and faster from their life’s work.
I bet you started your business in pursuit of big dreams, too.
- You wanted to spend more precious time with your kids or loved ones
- You wanted to take more vacations and experience the world
- You wanted to get out of debt or save money for your dream home
- Most of all, you wanted to spend your working hours doing something you love, and provide a sustainable income while doing it
How is that working for you?
If your bank account hasn't exactly been overflowing with dream-fueling cash, you're not failing.
You just haven't had the tools and support that will give you financial clarity.
Good News:
This is exactly what I specialize in. Together with my team, I’ve empowered dozens of business owners like you to:
Confidently pay yourself first on a predictable schedule (no more short changing yourself!)
Stay prepared for tax time with organized books (even if you’re not ready to hire a bookkeeper!) and plenty of funds set aside
Know exactly how much money you should be spending (and what you should be spending it on) to support the stage of business you’re in
Feel empowered to set solid plans and goals for your business, knowing that they’re backed by data and not just hopes
Team Profit
Meet Your New Financial Support Team
(your business's biggest cheerleaders)
Cheryl
Founder & Co-Owner
I hold a Master’s Degree in accounting and have over 10 years of experience in analyzing and evaluating the adequacy of books and processes for a variety of companies and government entities. I have been able to influence countless business finances but my passion was ignited when I saw the need for financial education in small business owners.
Cheryl thrives on:
Adventures, Disney vacations wither her husband & two kids, and her rascally (and adorable French Bulldogs, Penelope and Pierre).
Katrina
Founder & Co-Owner
Years ago I got interested in helping business owners grow their dreams and started a small bookkeeping firm. With a Bachelors’s Degree in Business and a background in insurance and the banking world, I was able to help business owners apply proactive steps to enhance and grow their businesses. A passion was quickly born to help these business owners by empowering them on how to project their business success and personal finances.
Katrina thrives on:
Ocean life, Smoothies, and new jetski adventures with her husband and three kids.
Liz
Accountant
Lindsay
Bookkeeper
Sarah
Social Media Manager
Nilima
Tax Strategist
Begin your journey to financial clarity…
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