Financial SERVICES

Try a new kind of Financial service. One that gives you the freedom to reach business success on your terms.

When you’ve traveled the traditional path to profit and cash flow in your business and your finances are still keeping you up at night…

”I love looking at my money now!“

“Thanks to working with Chrissy, I know exactly how to make aligned, empowered, profitable financial decisions. I can tell you or myself at any moment what things look like in my business, which means I can actually plan, set goals, and meet or even exceed them.” 

– BECKY KEEN, Soul & Business Coach

If you want a flourishing business that creates time, space, and money freedom….

You might think that sound cash management and decision-making are the keys to prosperity.

And that’s half the truth 

The fact is your business success is rooted in a holistic perspective. 

Where executive level financial management is coupled with the ability to take logical action that intuitively blazes a unique path to your version of wealth.

Yes, it’s possible to:

Create an easeful system to forecast, monitor growth, and take informed, intuitive actions.

Have complete clarity and confidence in your decision-making.

Operate your business in alignment with your values, so you feel happier and more fulfilled.

Better understand where your business is now, where it’s heading, and how to pivot where you want it to go.

Feel prepared and supported when the unexpected hits your business.

As a spirit-first Finance Mentor,
I’ll help you get there.

Hi, I’m Chrissy

My official letters: CPA, CA.

But the title I’m most proud of (besides mom) is spirit-first finance mentor.

While I’ve held positions from bookkeeper (way back in the day!) to Chief Financial Officer (of a business group grossing $20 million a year)—today, I work with ambitious entrepreneurs and small to medium business owners to release their fears around money and build powerful business finance systems that match their vision, values and overarching why.

What does a Financial Mentor Do?

Empowers you to manage finances going forward to optimize financial outcomes by:

  • Understanding the income potential of your business

  • Bridging your financial processes and support to how your brain works

  • Preparing the business to receive its vision

Coupled with everything a financial mentor brings to your business, a spirit-first CPA, CA helps you flourish even further with mentorship that taps into your intuition and ensures your business growth meets your lifestyle goals. 

It’s time to be an owner not an operator.… 

Get financial services that suit your vision and needs without the cost of an executive salary

choose your SERVICES

Cash Management and Strategy— Support in navigating and strategizing cash requirements while always optimizing the health of your business.

Profit Maximization — Identify unprofitable products/services/clients and cost reduction opportunities.

Financial Process Enhancement — Ensure the numbers match the reality of the business. Develop customized tools and processes to ensure you can rely on the numbers with confidence and make sound business decisions.

Spirit-First Financial Empowerment System

HOW WE’LL WORK TOGETHER

STEP 1. SURVEY

Without judgment, in a clarity call, we’ll identify the “right for you” next step in strengthening the financial health of your business.

STEP 2. STRENGTHEN

Now it’s time to get clear on the numbers. Build customized tools and processes to rely on your numbers with confidence. So you can strengthen the financial health of your business.

STEP 3. STRATEGIZE

Did you know a business can have profit and struggle financially? As we build the tools and processes, we identify ways to increase profit while maintaining a healthy cash flow. Get clear on priorities. What’s working, what’s not, and where things need to pivot and how. Surprise: the answer isn’t always more revenue.  

STEP 4. SUPPORT

As your financial mentor, I’m a professional sounding board for important decisions and challenges you’ll inevitably face. I support you in filtering advice through your intuition to arrive at a “right for you” decision aligned with your vision and “why”. You make the call.

Book a no-obligation clarity session.
See if a Spirit-First Financial Mentor is what your business needs.

EXACTLY WHAT YOU GET….. is up to you

Together, based on the needs of the business and where you are at, we decide the “right for you” combination to gain momentum on your business and financial goals. Options include: 

Customized tools to strengthen your financial process:

Includes mentorship sessions (for you and/or support staff) to navigate the tools with confidence.

Vision Forecast identifies the costs and funding/revenue requirements to bring your vision to life. It’s designed to be flexible and adapt to how your business is unfolding  and any unforeseen circumstances. A tool that evolves with you.

Spending Plan breaks down revenue and spending goals based on how the business has performed in the past—to ensure a positive profit and cash flow. Created for a defined period of time, typically a year. 

Revenue Calculator is a high level view of how much the business needs to sell of its specific products or services to cover its costs, profit, and taxes.

Monthly reporting templates (that you can actually understand without being an accountant!) that show how your vision is unfolding and keep you up-to-date on your financial health.

Rolling Cash Flow lets you know the “true” balance in the bank by considering payment obligations and customer commitments. Get clear on how far the bank balance will carry the business.

Cash Flow Projection lays out the expected inflow and outflows of cash inside your business based on where it’s at and where it’s heading.

Individualized Month End Checklist and Processes for you and your team to ensure financials are timely and as complete as possible, and while meeting deadlines

”My only wish is that I would have worked with Chrissy earlier.“

"Before working with Chrissy, I had no clue how my business was doing financially. The bookkeeping was a mess, and I didn't even know where to start. 

Chrissy not only supported me in cleaning up my numbers, she mentored me in understanding them, helped me hire a bookkeeper I can rely on, and helped me see solutions for the challenges inside my operations that worked for me."

TERI-LYNN DEMPSEY, Owner & CEO, DataGuide Technologies

Take a moment to picture the day when you…..

➡ Have cash built up for all your impending expenses

➡ Know exactly where to invest for the type of growth you desire

➡ Can confidently hire all the right people to support you and your business so you can enjoy the life you desire

➡ Feel good about raising your prices, knowing customers and clients will stick with you while your profits grow

➡ Have offers you can’t stop talking about because they serve the exact vision and “why” you have for your business.

➡ Run your business with an energetic flow, you may dare say a “thriving” flow.

Book a no-obligation clarity session.
See if a Spirit-First Financial Mentor is what your business needs.

You’re ready for a spirit-first Financial Mentor if:

  • Passionate about building a business that’s based on your highest vision and values

  • Done trying to go it alone at the top

  • Sick of wasting time and energy living in scarcity mode or fearing the unknown

  • Ready to invest in professional services that align with your business’ needs, intentions, and values

  • Willing to work with a partner who spends the time to learn about you, your business, and the life you want to create

You’re *NOT* ready for a spirit-first Financial Mentor if:

  • Deep down you don’t believe in the power of your intuition and bigger why to build the business of your dreams

  • You’re skeptical that being a business owner is ever going to help you live the lifestyle you desire

  • You’re not willing to be open and honest with yourself (or me) about the current state of your business

If you don’t know what you need, but know you need something to get your finances flowing, let’s chat!

Questions smart business owners ask before hiring a financial Mentor

  • Our work together will be online via Zoom and Voxer, and using a secure file sharing system. If you happen to be local to the Moncton Area, there’s a good chance we can meet in person at some point. How fun would that be?!

  • I’ll leave that to your trusted tax accountant. Our time together will focus on deep, impactful work that drives your business in the direction you’ve been hoping for since you first started it.

  • As your Financial Mentor I’m a trusted member of your financial team. If it makes sense to be in touch with your accountant or bookkeeper at any time, I’ll make myself available.

  • At a fraction of the cost to hire a full-time senior financial executive and you leave empowered with the tools to do it with out me:) Project support $150/hour plus tax. Discounts for large projects. Final pricing is based on the length, scope, and deliverables we decide on together. Discounts for larger projects.