If you’ve ever heard me speak about my business, you know I’m passionate about what I do. I went into business for myself to help other businesses thrive… and even change some lives while I’m at it. Sometimes people assume finance is a dry industry because who likes doing taxes or fine-tuning budgets? Well… me!

As a financial advisor, I do so much more than bookkeeping and taxes. By helping to optimize and improve a business’s financial habits, I can give the gift of time, autonomy, and independence. I get to help business owners realize their dreams by setting up financial goals, habits, and strategies. When you have a honed system in place that aligns with your ambitions, the burden of your finances decreases, and you can refocus on the passion that led you to start a business in the first place. This is where it gets fun: helping people get back to enjoying their business.

Why Did I Become a Profit First Professional?

When I started my business, my primary focus was bookkeeping, and it wasn’t serving me. I was working 10 hours a day, leaving no time for my family or myself. I was living with all kinds of stress and shame, and—here’s the kicker—as someone working with money, I wasn’t making any!

I was sacrificing my time, energy, money, and hobbies for a business that just wasn’t thriving. That’s when I turned to Profit First. Before, I wasn’t sure how much I was “allowed” to take as a paycheque to contribute to my household. Now, I make a solid monthly wage and a consistent quarterly BONUS! I’m able to play a part in my family’s finances, improving my family’s quality of life and my own. Profit First has given me financial freedom and safety—something I want to share with anyone and everyone. 

Using the Profit First Method to Serve Businesses

As a certified Profit First professional, I assist businesses in their corporate growth journeys with a focus on profitability. With Profit First, I do not drastically alter your financial behaviours. Instead, I help you to harness your natural preferences and optimize them to your benefit. 

Profit First flips the formula from:

Sales – Expenses = Profit


Sales – Profit = Expenses.

This is a drastic change to your mindset and practices. But with this formula, you take a percentage of each sale to pay yourself first, and then the rest goes towards expenses. 

When we put Profit First in action, we set up bank accounts, each with a specific purpose. Then, we divide the profit from any sale into these bank accounts with a split that makes sense for your business. Therefore, when an account runs out, you know that’s all that section gets.

Of course, there are some areas that can’t run out, like payroll or rent, but these will be accounted for in the original formula. With this system, you will learn to prioritize your well-being and give the other areas of your business only as much as they need.

Working With Mom-Owned Businesses

A huge perk of my line of work is the opportunity to assist businesses I deeply believe in. I work with them to see their goals through and keep their businesses running and thriving. 

Mom-owned businesses are some of my favourite types of businesses to coach. Why? Well, for me, it’s personal—my business fits right into this category. 

I understand the high level of organization, energy, and patience it takes to run a household, a family, AND a business. Women are master multi-taskers, but sometimes it’s just too much. This is where I come in, lifting the burden of your finances off your shoulders and putting it into my highly-trained hands. 

Managing your payroll, keeping up with your budget, and staying on top of your taxes are just more to-do items that take your time, energy, and TIME. Yes, I said it twice. If you’re not specifically trained to manage your finances, working through it will take longer than it’s worth. That’s time you could be spending with your family, friends, or hobbies. I can get that back for you.

Working With Daycares and Alternative Schools

Daycares and alternative schools are another favourite client type of mine. Daycare and school directors should be able to focus on the centre of their mission: educating and shaping our children. When they are constantly being pulled away from that central ideal by financial checklist items, their organization suffers. 

When I work with daycares and alternative schools, I help them map out a financial battle plan that matches their organization’s goals. After the planning stage, I help them execute and maintain so their business can thrive.

What Can a Financial Advisor Do for You?

If you’re a business owner in the market for some financial assistance, a financial advisor can do a lot for you. The backbone of financial advising is essentially creating a blueprint for your financial goals and well-being. More specifically, I can help you with: 

  • Tax planning and strategy 
  • Bookkeeping  
  • Business and financial strategy 
  • Personal Income Targeting

If you just read through that list and got excited about the many things I can take off your plate—great!

Wait… there’s more to get excited about, though!

When I take on these responsibilities for you or advise you through them, your finances will be smooth, and your income will likely increase. With more money coming in comes more benefits like independence, time, and freedom.

I recently read The Psychology of Money by Morgan Housel, and this stuck with me:  “Aligning money towards a life that lets you do what you want, when you want, with who you want, where you want, for as long as you want, has incredible return.”

So, if your business is searching for someone to help you align your finances and create a financial strategy that works for your unique needs, I can help! Reach out to me, and let’s discuss how to get your business in great shape!