Wealth isn’t a mystery.
It’s a strategy.
Financial infrastructure, tax planning, and strategic oversight for founders building real wealth.
Your powerhouse partner for all things money.
You’ve Built Revenue. Now You Need Structure.
You’ve grown your business well, but growth without structure creates issues. Inconsistent cash flow. Reactive tax decisions. Unclear margins.
Most founders know something feels off before they know what to fix. I help you identify the constraint and design the solution, so your growth compounds instead of collapses.
Three levels of financial leadership based on where you are and where you're going.
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THE OPERATOR
You’ve outgrown messy books and back-of-the-napkin tracking. What you need now is clean, reliable financial systems that run without your constant attention.
Operator delivers streamlined bookkeeping designed to keep your numbers accurate, organized, and decision ready.
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THE TRENDSETTER
You’ve built the infrastructure, now your tax has five figure consequences. At this level, reactive filing isn’t enough. Strategy is what separates stable businesses from scalable ones.
Trendsetter includes proactive tax planning and preparation alongside your bookkeeping, ensuring your numbers aren’t just clean they’re positioned.
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THE TRAILBLAZER
Your business is no longer just about staying organized or optimizing taxes, it’s about scaling intentionally. At this level, growth without forecasting is risky, and decisions carry long-term weight.
Trailblazer includes advanced forecasting, custom financial reporting, and quarterly strategy sessions designed to help you lead with clarity, not guesswork.
Ready to Operate Like the CEO You Are?
You know—the one who:
• Pays herself and her team consistently
• Reviews her numbers monthly
• Hits tax deadlines with confidence
• Makes financial decisions based on data — not emotion
• Leads her business proactively
That version of you? She’s a lot closer than you think.
This system shows you exactly how—no fancy software or CPA required.
I’m Christy—CPA, tax strategist, and financial consultant for founders who refuse to operate blindly.
You didn’t build this business to guess your way through it. I help you structure it, position it, and lead it, so your wealth is built intentionally.
Trusted by six and seven-figure service-based founders nationwide
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Shayne Benson
“I knew I could trust Christy when it came to helping me understand my finances!
Christy is honest, transparent, and non-judgemental. She walked me through everything and explained everything to me in a way I could understand.
Now, I feel way more confident that I can afford the lifestyle I’ve been living, my business income, and my ability to reach my goal for the year! I have a realistic projection of what I need to do to stay on top of taxes, how much to pay myself, and the steps I need to take to reach my goals. Best of all, I know I have Christy in my corner if or when things change!”
Shayne Benson, Online Business Manager
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Elizabeth Quakkelaar
“I feel SO relieved knowing Christy is handling my tax situation this year so I can focus on serving my own clients!
At first, I was a bit anxious, not knowing exactly what tax season had in store for me after my first full year of business & moving states mid-year. I knew I couldn't DIY my business finances this year and couldn't wait to get Christy's support!
I really appreciate Christy’s straight-forward approach, hands-on services and thoroughness when reviewing my business and personal tax situation. It’s also a piece of cake to upload documents and make sure that I provided them to her!”
Elizabeth Quakkelaar, Your Numbers Gal
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Sarah Osmer
“Christy came highly recommended, and it was clear that she speaks my language.
I felt in over my head financially and needed someone else to help me create a realistic plan to move forward. I was able to hear her in a way that I typically can't when it comes to finances.
I feel like I have direction for the first time ever. Now, I don't have to guess what a reasonable salary to pay someone would be. I know what I can afford to pay my employees. Our Business Blueprint session was exactly what I was hoping for!”
Sarah Osmer, Carlisle Collective
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Serena & Dominic
“Christy is just amazing– you really feel she is on your side!
Before working with Christy, I felt overwhelmed and in the dark with my finances. I wanted someone who was going to be more than your average bookkeeper/CPA, and Christy fit that.
Now, I have a completely better understanding of the health of our business, systems, and goal setting. I am looking forward to achieving financial goals and setting us up for retirement. I’ve already referred her to a few friends!”
Serena & Dominic, At Last Entertainment/The Wedding Duo
See your numbers. Lead with confidence.
The Profitway Dashboard
The Profitway Dashboard helps you track revenue, set smart goals, and finally feel in control of your money—without drowning in spreadsheets or second-guessing every decision.
No fluff. Just clarity, confidence, and profit at a glance.
