Providing a safe space to learn, grow and connect with like-minded entrepreneurs inspires focus driven entrepreneurs to develop their financial confidence from within.
Joyful and interactive learning experiences are delivered to equip and educate entrepreneurs at all levels of financial knowledge.
The overall intent of our learning experiences is to connect entrepreneurs and their financial professionals through the language of financial & business literacy so that they may grow together towards long-term, sustainable financial success.
After graduation, I was recruited by a national CPA firm in Beverly Hills which specialized in small to mid-sized companies. At this firm, I discovered my true passion for helping small business owners and as a result, I decided to specialize in accounting and taxation of small businesses and become and IRS Enrolled Agent (EA) and an expert in accounting technologies, including Intuit’s accounting solutions. Following my career in public/private accounting, in 2009, I opened my own practice so I can continue to grow and share my knowledge with the small business community.
After 20+ years working with small businesses, my entrepreneurial spirit is still going strong and my journey has evolved from practitioner to educator. My current passion project is to share my vast knowledge and strong connections with the accounting industry to create awareness and deliver focus-driven education around the importance of financial and business literacy for small business financial success.
As a Latina-Owned business, I recognize the importance to provide learning opportunities and financial education for the rapid-growing Latinx and women-owned small business community. For this reason, I make great strides to build strategic partnerships that align with this mission to help equip and educate these powerful, hardworking communities. #StrongerTogether #JuntosAdelante