Experience That Grounds the Vision.
For more than 35 years, I have worked across accounting, finance, operations, and business leadership—helping businesses understand what is happening behind the numbers and what needs attention next.
My experience includes more than a decade of CFO-level leadership, overseeing complex financial operations and businesses managing more than $30 million in annual activity.
Purpose Is Powerful. A Strong Foundation Makes It Sustainable.
I created The Rooted Soul because I saw a gap between the passion that drives entrepreneurs and the financial structure required to sustain that passion over time.
Many talented practitioners and business owners are deeply skilled in the work they provide, yet find themselves carrying the weight of bookkeeping, financial decisions, systems, compliance, and growth without experienced guidance beside them.
The goal is not to turn you into an accountant. It is to give you enough clarity, structure, and understanding to lead your business with confidence instead of uncertainty.
Decades of Financial and Operational Experience—Applied to Your Business.
My background spans accounting, finance, operations, leadership, business systems, and strategic decision-making. That experience allows me to see beyond a single set of books and understand how the financial side of a business connects to the way the business actually operates.
Accounting & Financial Management
More than 35 years working with bookkeeping, accounting, financial reporting, reconciliations, cash flow, tax readiness, and the day-to-day financial systems businesses depend on.
CFO-Level Leadership
More than a decade serving at the CFO level, managing complex financial operations, supporting leadership decisions, and overseeing businesses with more than $30 million in annual activity.
Operations & Business Systems
Experience building and improving the systems behind the numbers— including processes, workflows, accountability, reporting, and operational structure.
Strategic Business Guidance
Practical experience helping leaders think through pricing, growth, financial priorities, operational decisions, and the long-term health of the business.
Stewardship, Not Just Accounting.
Bookkeeping records what happened.
Stewardship asks what those numbers mean, what they are revealing, and how that information should influence the decisions you make next.
That distinction is at the heart of The Rooted Soul.
Your Business Is Something Worth Stewarding Well.
Your business holds more than transactions. It holds your time, energy, livelihood, ideas, relationships, and the work you are trying to put into the world.
That is why I believe financial support should go beyond simply keeping records accurate. You should understand what is happening inside your business well enough to make intentional decisions about how you spend, price, plan, grow, and protect what you are creating.
For Business Owners Building Something Meaningful.
The Rooted Soul was created for entrepreneurs who care deeply about the work they provide and want the business behind that work to be just as thoughtful, organized, and sustainable.
Wellness & Healing Practitioners
Reiki practitioners, coaches, therapists, bodyworkers, holistic practitioners, and other professionals whose work is rooted in service, healing, and transformation.
Purpose-Driven Entrepreneurs
Founders and service-based business owners who want to create meaningful work without sacrificing financial clarity, structure, or long-term sustainability.
Growing Small Businesses
Business owners who have reached the point where informal systems, inconsistent bookkeeping, or financial guesswork are no longer enough to support what they are building.
Let’s Build a Stronger Foundation.
If you are ready for greater clarity, stronger financial systems, and experienced guidance behind the business you are building, The Rooted Soul is here to help you take the next step with intention.
Work With Me