What services do we provide?

Have you tried for years to get your finances under control and just can’t seem to make the time, stick to budgets, and integrate finance into your life? That’s where we come in! We spend time in your environment creating systems that will work with you, not against you! We encourage customers to stick with the sessions twice a week for a quarter to 6 months.

Who we are

Taylor is a seasoned financial professional with over a decade of diverse experience across public accounting, corporate finance, and small business operations. She holds a Bachelor’s degree in Accounting and a Master of Business Administration (MBA), combining technical expertise with strategic business acumen.

Her career began in public accounting, where she specialized in individual and business tax preparation, gaining deep insight into compliance, planning, and client advisory services. She then expanded her skill set in the tech industry, serving as a financial team manager for a fast-paced software company. There, she led cross-functional teams, streamlined financial operations, and supported executive decision-making through precise reporting and forecasting.

Most recently, she has worked with a range of small businesses and entrepreneurs as a bookkeeper and consultant, helping them build efficient financial systems, maintain compliance, and grow with confidence.

Known for her attention to detail, clear communication, and client-first mindset, Taylor is passionate about helping individuals and families take control of their finances and plan for long-term success.

Based out of Nashville, TN

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Contact us

Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!