I'll admit it, I'm a total numbers nerd, through and through.
I initially took the "traditional" route (or what some might call the "boring" route). I got my Bachelor’s in Analytical Finance and a Master’s in Accountancy from Wake Forest and became a CPA. I started my career at Ernst & Young, one of the Big 4 public accounting firms. More recently, I spent 10 years of my career in the Coca-Cola system, rising to a leadership role in Finance.
After a demanding Corporate career and two kids, I needed more balance. My heart had always felt a calling toward small business, which led me to starting Balance CFO LLC in 2018 with a vision to help women entrepreneurs reach for their dreams and achieve their financial goals!
My #1 mission is to see more women not just surviving but THRIVING both in their professional and personal lives. I am a financial literacy coach and speaker focused on helping entrepreneurs feel more confident about the numbers side of their businesses. The more we UNDERSTAND the financial side of our business, the more we can use it to transform not only our own pocketbook, but also the world around us.
I live in Franklin, TN and have a 7 year old son (Miles) and a 3 year old daughter (Norah) who are my world and keep me quite busy in my spare time!
What I’m known for:
Giving you the tools you need to understand and interpret your business financial statements
Educating others about numbers without confusing jargon (I'm not your dad's CPA!).
Speaking at events and on podcasts to empower women business owners
Setting you on a course for financial success through the implementation of new processes and a renewed excitement about your business!
"when joy is a habit, love is a reflex"
— Bob Goff
We strive to continually lead with our values and beliefs that enable us to empower leaders to reach their potential no matter where they are in their business financial journey regardless of their race, gender, sexual orientation, class, creed, or ability. We believe in supporting one another through an abundance mindset, giving more than we take.
Our company strongly values diversity and inclusivity, and we strive to show those values daily through our words and actions. We are diversity-conscious when choosing other businesses to partner with and buy from.
We support charitable organizations by donating 10% of our profits to causes impacting women, children, and commonly underrepresented communities.
Some Organizations we have made contributions to recently include:
Women for Women International
Doctors Without Borders
Be Rich Campaign
The Paradigm Switch
The Reshma Project
Black Outside, INC
National Urban League/Urban League of Middle TN
Invest in Girls
Rally Foundation for Childhood Cancer Research
Justice & Mercy International
International Rescue Committee
number of Financial Fitness Course members
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