Founder & CEO
Moxie Bookkeeping & Coaching Inc
Accounting tells us what happened in the past and lets us know we have categorized our transactions correctly. But, every business owner really wants to know "what can I afford today?" and "will I be ok tomorrow?". Traditional budgeting and forecasting help guess, but only the Profit First cash management system makes sure there is actually cash available, even for the unexpected like a global pandemic. Learn how to ditch the spreadsheets and get better insight into your finances, without having to become an accountant yourself.
I have been a bookkeeper and my own boss since the mid-1990s. I've gone from being a solo practitioner to owning a business with over 15 employees. I have either done it or seen it and know how to train and explain complex bookkeeping software and systems to people who don't think of themselves as good with numbers.
Certified Speaker who knows how to demystify the money stuff and make it actionable.