I was you, learning how to manage my business finances manually on my own. I invested countless years, hours in educating myself in finance, going to undergrad & graduate to learn everything I could about finance (costed me 2 bachelor’s degrees, 3 master’s degrees, numerous certifications) and more doing everything manually. Except, I had a life changing experience when I became a certified tax professional and was preparing taxes for clients realizing that business owners struggled with how to start a business, grow, and scale it while managing their finances in an automated way. Most business owners struggle with personal finances, and it bleed over to business finances and decisions made in the business.

I spent numerous hours educating my tax clients on financial planning (budgeting, creating financial goals, investment, savings, debt management, tax planning, investment planning, retirement planning & more) that I learned that business owners really struggled with the concept of how to properly manage finances, understand finance lingo in simple terms, and become profitable.

However, what I viewed as a struggled for business owners I realized through Corporate America working in a career in  finance, accounting, and later marketing from entry level roles into leadership, owning a business, and learning how to create financial freedom in an automated way was the greatest gem in building wealth and creating a legacy for a family.

I spent years, hours, and seconds learning from the best finance professors at the top universities. I read dozens of books, listen to podcasts, attended conferences, and lived all over the world globally to learn the secrets from the best in the finance industry that I implemented at The Career Mompreneur (TCM) Financial Planning & Coaching business.