Money Coaching + QuickBooks Online accounting
Do thoughts of paying bills, saving for emergencies and retirement create feelings of stress and overwhelm? If so, you’re not alone!
Are you struggling with business burnout while your personal financial goals feel like they’re farther out of reach?
This is exactly why I made a huge pivot from offering traditional CPA accounting services (taxes, bookkeeping and payroll) to money coaching.
I saw the repeat problem people were having with their money. And as their money coach I help them solve that problem.
Book your free money breakthrough session today so you can experience how money coaching can help you obtain more freedom and options to live the life you want.
Far too often, while talking with a client about how much they owe for taxes, there’d be a moment of panic.
Because the money from sales DID flow into the bank account but there wasn’t enough money there NOW to pay the tax bill. Where did the money go? How can we reduce this stress in the future?
Do you ever feel like you need to pay off debt, catch up on retirement savings (with less shame) or for emergencies, but feel you’re struggling month to month or don’t have a plan for what to do first?
Through one-on-one coaching I’ll help you implement a proven money system, so you can.
My signature 12-session money coaching program helps individuals and business owners create a personalized plan for their money. From what’s coming in to what’s going out. All based on your unique financial goals. At your pace.
Are you ready to start living your life instead of stressing about money?
In case you’re wondering…
I maintain a valid Certified Public Accountant license, issued by the California Board of Accountancy and have been working in the accounting field since 1996. I’m also an Intuit QuickBooks Online Advanced ProAdvisor, third party app specialist, Advanced Certified Profit First Professional, Dave Ramsey Preferred Financial Coach and Certified Life Coach.
Book your free money breakthrough session today so you can experience how money coaching can help you obtain more freedom and options to live the life you want.
Work Hours: I work Monday-Friday from 1p-6p PST. I read & reply to emails during the workday and strive to respond within 24 hours. If your message requires an immediate response before then, it’s best to give me a call.
I balance my time between my two passions, helping business owners with their QuickBooks Online accounting and tax needs at Summer Morris CPA and helping women optimize their health and lose weight at Summer Morris Coaching.
You can learn more about my health and weight loss coaching services for women over 40 at summermorris.com.