Who Do We Work With?
We work primarily with healers and creatives who come to us in many forms of leadership. Some are solo-entrepreneurs desiring a deepened their relationship with Money and Coaching. Others wish to transition into a business owner (not just someone good at their trade). Still others are partnerships looking for a neutral third party to assist in their business decisions. Some are CEOs of expanding businesses who desire to lead with confidence in an ever-changing world. ALL of our clients desire to make this world a better place.
Client Testimonials
Getting coached by Kaylee in the summer of 2018 changed my financial trajectory completely. She helped me actually budget for the first time in my adult life and plan to pay off a huge investment I wanted to make (coach certification). We separated out my business and personal finances so my business could grow. This really paid off because in Spring 2020, my husband was laid off and I decided to leave my full-time position. We could only do that because of the financial decisions we made in 2018, thanks to Kaylee!
Kaylee was the answer to exactly what I was looking for and I’m so happy that she was referred to me. I have a small business in alternative healthcare and I was looking for someone to help make sure my financials were up to date and help me with a plan to make back my initial investment into the business. To be honest I was a little worried about working with someone who I could not meet with in person, but every call with her proves me wrong and I know now that it does not matter where she is, she is always there to hold my hand, help me organize and make sense of the financial part of my business. I also love that she is not only about the numbers, but makes you think deeper about your goals and how to achieve them. I look forward to every call as it always gives me a boost of encouragement that is usually needed. Thanks so much Kaylee!
-Lynne Hirayama, SoundWave Hawaii Therapy
When I met Kaylee, it was like my financial angel came down to take care of me. I IMMEDIATELY felt one thousand times better and trusted that she both understood me and my business.
I haven't felt one ounce of sadness, frustration or overwhelm around my finances since I started working with Kaylee. I literally have erased a massive chunk of stress (probably my only stress!) by handing it all over to her.
On top of it, I have already hit incredible goals like paying off all of my high APR credit cards, massively lowering my total debt and interest payments. Additionally, by handing this over, I gave myself hours and hours of time back that I can now use other things.
This investment is without a doubt one of the best decisions I have made for myself and my business.
-Emily Moyer, Life and Career Coach for Professionals
Kaylee has been an amazing resource and constant source of support for our new and growing business! She has made financial reports clear and easy to go through, and has always made herself available for any and all questions we may have. She gives us straightforward and evidence based advice and is a backbone to our business.
-Carolyn Coombs, The Studio Marin
After having our business open for two years and never having reconciled our checking account or business card (!!!), I decided it was time to stop procrastinating and time to get our books in order. (I’m a creative, and this is not something I was excited about doing.) I knew if I ever wanted to get it done, I would need the help of a professional.
Insert Kaylee. During our intro call, I could tell that she not only knew Quickbooks inside and out, but that she was an expert in business accounting.
She wanted to understand our business overall, not just reconcile our bank statements. Not only did she help with the overwhelming task of going through two years of records, but she advised me on strategies that will benefit our business’ tax liability for years to come.
She’s a true professional who goes above and beyond. I’m grateful to have found her and I cannot recommend her highly enough.
-T.J. Hess
Kaylee has provided me with a one-hour consultation phone call (twice) to help me re-think the financial structure of my business. Kaylee was insightful, knowledgeable, kind, and patient.
She made the experience exciting and enjoyable rather than stressful, which is often the direction conversations about finances can take.
Kaylee guided me to a few platforms for payroll assistance, which has elevated my practice, allowed me to hire more employees, and made biweekly payroll simple and effective.
Kaylee has been available for quick email questions, as well as longer conversations for guidance. Kaylee ensures ease and sets you up for success in your business. I am grateful to have found her.
-Jamie Kreiter, Nurture Therapy