Financial transformation doesn’t happen in a vacuum! Here are a few professionals that we know and trust who would be really excited to support you on your journey.
Susan Gordon Lee, CPA – personal CPA services, small business tax and accounting, business payroll
Kendall Creek, IQ Bookkeeping – prior year books clean-up; ongoing bookkeeping; invoicing, accounts receivable; bill payment, accounts payable; sales tax payments; payroll, HR services, tax prep, class tracking, job costing, and fractional CFO bookkeeping.
Dyana Bostian, LCSW, Clinical Social Work/Therapist at Ebb and Flow Therapy Services
Carrie Wren, MSW, Professional Certified Coach – Executive + Relationship Coach
Rikki Postal, Personal Development and Performance Mentoring
Kacey Cardin, ACCC, PCC – Executive + Leadership Coaching
Audris Campbell – career consulting and resumé review for individuals working in or looking to break into research, data, analysis, and technology fields
Due to regulatory considerations, financial advisors can’t accept advertisements or endorsements on my webpage, so drop me a quick note at firstname.lastname@example.org if you’d like a referral.