Our Story

It started with frustration.

As two separate business owners, we kept seeing the same pattern: ambitious women following advice that was destroying their businesses. They were pouring money into fancy websites and premium coaches while they were barely able to pay themselves. Even worse? When tax time came, they'd panic about owing thousands they hadn't saved for.

We knew this wasn't right because we'd lived the opposite.

From day one, Krystal's tax background taught us the importance of setting aside money for taxes, while Callie's bookkeeping and money management expertise had us making clear-headed decisions. Using Profit First principles, we proved that even a new business could pay its owners consistently, stay ahead of taxes, and build a safety net before hitting six-figure months.

But here's what really got us, women business owners were being told they weren't going to grow if they didn't outsource their finances. They'd hire expensive bookkeepers, CPAs, and CFOs, then come to us confused about why their bank account was empty despite having great revenue. No one had taught them to read their own numbers or make confident money decisions.

That's not okay with us.

Our Mission

We believe understanding your finances isn't just for "money people," it's for every woman who wants to build a sustainable business.

So we combined forces! Krystal's ability to make taxes less scary, and Callie's talent for turning complex numbers into simple decisions.

The result?

A community where women business owners actually get excited about their finances. Where celebrating a consistent paycheck two months in a row is just as important as filing your taxes on time. Where asking "stupid questions" about money is encouraged, and where learning to manage your own books is seen as a power move, not a step backward.

What Makes Us Different

We're not your typical accounting firm. We're the friends who help you understand your numbers, plan for taxes without panic, and build real wealth in your business.

Our Promises to You:

  1. We break down the scary money stuff into "Oh, that's all it is?" moments.

  2. We turn overwhelming money tasks into totally doable baby steps.

  3. We will never try to scare you into hiring us. We want you to feel fully empowered to manage your money and outsource when the time is right, not because you feel scared.

4. We create a safe place for money discussions - it's not taboo here!

5. We're here to cheer when you remember to save for taxes (finally!) or pay yourself three months in a row.

6. We believe in building sustainable businesses that have profit at every stage.

Meet Your Money Besties

Callie | Bookkeeping + Money Management Expert

Callie transforms complex financial data into actionable insights that even the most number-phobic business owner can understand. With her background in Profit First, she's developed a knack for seeing the cash leaks in a business. She loves creating simple systems that make daily money management feel less like a chore and more like a superpower.

Krystal | Tax + Bookkeeping Expert

Krystal brings her extensive tax knowledge to the table with a unique talent for making the IRS seem less intimidating. With over 15 years of experience helping women navigate the tax maze, she's passionate about transforming tax season from a time of dread to a celebration of your business's financial health.

My favorite moment is when the lightbulb goes on for a client and she finally realizes how simple it is to be profitable!
— Callie
I love seeing the relief on a client’s face when they realize they can actually understand their tax situation – and that they’ve saved enough to cover it with room to spare!
— Krystal

Our Community


Ready to Join Us?

Today, we're building a community of women who once feared their finances but now confidently check their profits, plan their taxes, and know exactly where their money is going. They're proof that with the right support, any woman business owner can fall in love with managing her money.

Our members and clients range from creative entrepreneurs and service providers to product-based business owners, all sharing one thing in common: they want to understand their finances and build businesses that support their lives – not the other way around.

Whether you're just starting your financial journey or looking to level up your money management skills, we have resources designed specifically for your stage of business.

Start with our free [Financial Foundations Guide], join our [Money Confidence Club], or explore our individual services for tax and bookkeeping support.