FAQs
What services do you offer?
1
All services are tailored to where you are in your individual journey but as a CPA and former business professional, Kristin’s sweet spot is financial advisory and business advisory targeted towards individuals and those with business revenue up to $1M annually.
For individuals, this might look like budget creation, account consolidation and optimization, debt -payoff or consolidation plans, investment strategies, savings plans, personal tax advisory and prep, advisory on financial security via Wills, Life Insurance, Trusts, etc.
For start-ups and businesses, this might look like financial and digital organization, bookkeeping guidance and infrastructure, how to incorporate or file for LLC, S-Corp, C-Corp, 501(c)(3), how to most effectively pay yourself and your employees, quarterly tax filings, annual income tax advisory and prep, records retention guidance, benchmarking for business costs, etc.
What makes you different?
2
Beyond tactical services, I aspire to educate, build confidence, and uplift individuals and businesses in the community by openly sharing what I know to help them succeed.
My experience has demonstrated a systematic learning gap in financial management — especially in women and underrepresented individuals. This gap makes the incredibly hard work of being financially savvy and investing in yourself and your community prohibitive for many. I aim to change that!
What does it cost to get started?
3
Getting started is as simple as signing up for a clarity session.
For individuals, I offer a 60 minute session where we look at your full picture and build a clear plan — that’s $275.
For business owners or start-ups, those sessions go deeper depending on where you are. We will have more to talk about as personal financials blend with our business finances. Startup sessions typically run for 90 minutes at $525 and established business sessions are typically 120 minutes at $750.
During the month of May 2026, Kristin will be offering beta sessions on an application basis. These sessions will be significantly discounted and will be targeted toward advancing the financial and business acumen of women-owned small businesses. Click here to apply.