READY TO TAKE CONTROL

OF YOUR FINANCES?

BUILDING STRONGER BUSINESSES

FOR WEDDING & EVENT CREATIVES

HOW IT WORKS

We make taking control of your finances simple and stress-free with our proven 3-step process:

Step 1:

ANALYZE

We start by diving into your current financial situation, reviewing your books, systems, and processes. This step helps us uncover gaps, identify opportunities, and set a clear baseline for improvement.

Step 2:

CUSTOMIZE

Next, we craft a tailored financial plan based on your unique business needs. From streamlining your bookkeeping workflows to implementing strategies for better financial clarity, we create solutions that work for you.

Step 3:

OPTIMIZE

Finally, we help you put the plan into action and continually fine-tune your financial processes. Through regular reviews and insights, we ensure your finances stay on track, so you can focus on what you do best—creating unforgettable events.

Hear From Our Clients

Amazing Service. They are very professional and sincere about helping people. I would definitely recommend their consultants to everybody.

Leo Ward

Healthy Smiles

Amazing Service. They are very professional and sincere about helping people. I would definitely recommend their consultants to everybody.

Milly Blide

Manager

Amazing Service. They are very professional and sincere about helping people. I would definitely recommend their consultants to everybody.

Rebecca Hardy

Owner, Hardy Dental

Amazing Service. They are very professional and sincere about helping people. I would definitely recommend their consultants to everybody.

Jonathan Cooper

CFO

WHY ME?

Your business deserves a financial partner who truly understands the event industry. As a former wedding planner, I’ve experienced firsthand the unique challenges of running a creative business.

With over 11 years of expertise in wealth and estate planning, I offer a rare combination of industry insight and financial knowledge. This allows me to help event professionals like you achieve financial clarity and confidence.

Let me take care of your bookkeeping, so you can focus on what you do best—creating unforgettable events.

Gain peace of mind, enhance your financial health, and uncover valuable insights into your business. Together, we’ll work to achieve your financial goals!