Testimonials

“I feel more empowered than ever before around my finances and owe it to Erin.”

My goal was to organize my finances and truly understand the ins and outs of taxes, my S-Corp, payroll, cash flow, etc. and I got so much more from working with Erin! I feel more empowered than ever before around my finances and owe it to Erin for being patient with me, answering all of my questions, and her guidance in setting up all my new systems.

– Dr. Elana Roumell, Med School for Moms

“I honestly cannot think of a better or more important investment I have made in my business—or in myself.”

It really is difficult to say enough about Erin, the quality of her work and the way she goes about it. After somehow managing to survive in business for over 30 years with almost no professional financial guidance, Erin came in and 1) helped me put things in the best possible professional order, 2) opened my eyes to resources and opportunities I had no idea existed, 3) helped me to a much better understanding of a number of issues related to my own mindset/self-imposed limitations around my business and money, and 4) supported me emotionally and intellectually as I made important decisions about growth and investment. You will find that she is both smart and proactive. If she commits to working with you, she will be all in and expect no less from you. I am better in more ways than one for my association with her, and I honestly cannot think of a better or more important investment I have made in my business — or in myself. If she seems a good match for you or your business, I cannot recommend her highly enough.

– Barry Nash, Barry Nash and Company

“Bringing Erin on was the biggest blessing for me personally and the business.”

I had the pleasure to work with Erin during a time when I considered my business to be at a “low”. The compounding struggles of the pandemic had me feeling defeated, and bringing Erin on was the biggest blessing for me personally and the business. Erin embraced ALL facets of business ownership – the tangibles (finance, operations) as well as the intangibles (beliefs, morale, personal emotions). In doing so, she managed to validate, educate and empower me as a person, which in turn empowered me as a business owner. She has laid the foundation for CLEAR and EFFICIENT financial strategies to help not only bring the business out of the “low” – but now speeding into a new “high”. I am feeling extremely confident with where the business is heading. THANK YOU, Erin. My gratitude is endless.

– Joyce Bertulfo, Revyve

“She was exactly what I have been looking for”

Erin blew me away with her kindness, approachability, in-depth review, and flexibility. She was exactly what I have been looking for in regards to answering my questions about where I should go with my business. She shed so much light on what I can do better, and how I can approach my taxes that will benefit me in the future. She is a great coach and financial advisor!

– Adri Smith, Moss Floral Design

“Erin has saved me thousands of dollars & brought me peace.”

Erin’s made the process of managing the financial part of my business easy. She was supportive, and understood the needs I’d have as my business grew. Her resources were invaluable, and her knowledge and references to federal tax law made me feel confident in handling my business finances moving forward. She has helped me save thousands of dollars, and brought me peace.

– Jan Marie, Therapist & Life Coach, Founder of Jan Marie Inc.

“Erin was a critical part of the financial foundation of my business.”

Erin was a critical part of the financial foundation of my business. I worked with her right before my business was able to hit six figures in revenue and it’s no coincidence- her guidance is clear, she puts you in full control and power of your finances, and she is also the sweetest and most patient person to learn from. I recommend working with Erin to any entrepreneur wanting to elevate their own knowledge and their business future.

– Leah Gervais, Entrepreneur & Founder of Urban 20 Something

“Erin has made a world of difference in my business, and my money mindset.”

As a 15-year owner of a design and branding agency, I’ve experienced many successes, but with that also comes opportunities for support and growth. I wanted to be more in control of our finances and intentional with the money we made. I truly felt like my team and I had taken as far as we could on our own, and we were lacking the clarity needed to know what actually was the “right” next moves. It was time to bring someone in that could give us a deeper understanding of the “numbers” that could help take my business to the next level. Most importantly, what they meant, how to interpret them and how we could actually use that information to better plan for the future. That’s where Erin comes in. She works with us on regular basis to make key decisions that impact our business in day-to-day operations, helps us make informed (and smart) decisions based on our long-term financial goals and set new goals for the future based on opportunities we would not have seen otherwise. Overall her communication, guidance and insight have exceeded our expectations. I would highly recommend her to anyone with a business that isn’t quite large enough to hire an in-house CFO, but still wants the peace of mind, expertise and direction that a CFO can provide. It has made a world of difference in my business, and my money mindset. Thanks to Erin we are on track to have our highest grossing year ever!

– Kristin Moses, DesignGood

“There’s no doubt in our minds that having her on our team has allowed us to earn more money, stress less, and create a clear vision for the future.”

We’ve been working with Erin as Virtual CFO for more than a year, and she’s been a huge asset to our company as we’ve been working through some major transitions (not to mention COVID!). She’s been our biggest cheerleader, our financial guru, our rock, and our accountability partner. There’s no doubt in our minds that having her on our team has allowed us to earn more money, stress less, and create a clear vision for the future. She’s made financial decision-making simpler and has helped us focus on the big picture instead of getting lost in the details. Erin offers an experienced outside perspective that would have been impossible for us to attain otherwise. We feel lucky to have had the opportunity to work with her and know that she will continue to be a part of our major business decisions as we move forward.

-Thriving ATX Business Partners

 

“I couldn’t imagine my company running without her!”

I couldn’t imagine my company running without her! Erin is extremely organized and friendly… she thinks of things before I do. This is ideal, because I can ease my mind and actually run my business rather than worry about finances. LOVE ERIN!

– Sarah Boyd, Founder of Simply Inc.

“Erin’s expertise has saved me time, money and given me peace about sometimes intimidating concepts.”

By following Erin’s advice and incorporating her suggested principles and practices, I was able to set up structures that have made the money-side things much more straightforward and approachable. (Even my beau, a financial advisor, is impressed!) I am so grateful because Erin’s expertise has saved me time, money and given me peace about sometimes intimidating concepts.

– Jennifer Albert

“Erin has changed the course of my business”

Erin has changed the course of my business by giving it a financial structure better suited for success. She helped move my business from an LLC to an S-Corp while also setting me up on a payroll system and schedule. I can’t recommend Erin enough for her ability to make intimidating terminology and systems both easy and understandable.

– Krystal Faircloth, A Pinch of Lovely

“Erin makes the tax stuff totally understandable.”

Was a dream! So helpful because I actually want to know and understand what’s going on. I went through almost 20 accountants… Erin makes the tax stuff totally understandable.

– Katya Sarmiento, Coach & Founder of Reach and Make Millions

“…warmth and patience wrapped in one gifted teacher…”

It is not often that you get professional, warmth and patience wrapped in one great & gifted teacher. My many questions were answered with a warm smile and professional confidence.

– Annette Spence, CEO of Vibrant Senior Events

“I feel more confident!”

I felt uneasy about my business finances. But now I can say everything has become much more clear and laid out. I now feel confident when it comes to the bookkeeping, allocating & reconciling. I especially like the routines & checklists that help me stay on track. This is so informative–I highly recommend.

– Georgia Miller, Owner & Jeweler at Feggari

“I finally feel like I’m keeping my finances in order the right way. Erin knows her stuff!”

I finally feel like I’m keeping my finances in order the right way. Erin knows her stuff! What I love especially about the e-course is that it’s in terms that I completely understood. She brought clarity to everything that I just haven’t been able to wrap my head around. A weight has been lifted off my shoulders, and I feel so much better knowing how to tackle my blog’s everyday finances.

– Teresa Caruso

“She is extremely knowledgeable about tax law so she had a lot of ideas that my prior accountant hadn’t even thought of…”

Erin is absolutely incredible! Seriously. My QuickBooks for my S Corp was a tangled rat’s nest and she made it…well, awesome! She is a patient and thorough teacher. Also, she is extremely knowledgeable about tax law so she had a lot of ideas for me that my prior accountant hadn’t even thought of. Can’t recommend her enough. She’s on our team for sure.

– Matt Lowe

“She explained… in ways that I can understand and apply”

She explained everything from accounting reports, tax deductions, separate business and personal accounts, to the importance of contracts in ways that I can understand and apply.

– Kelly Fox

“…is a great alternative to the QuickBooks seminars… We couldn’t do it without her and we’re glad that we don’t have to!”

We can always rely on her when we have problems. Erin is extremely smart, efficient and professional. Erin is a great alternative to the Quickbooks seminars that are offered through Intuit… she gives one-on-one training in the exact areas that are needed. Erin is the best. We couldn’t do without her and we’re glad we don’t have to!

– Adrienne Bolger, Co-Owner of Foothill HomeCare Partners

“I already feel more confident and prepared in making better business decisions for my blog.”

I already feel more confident and prepared in making better business decisions for my blog.

– Amanda Goodhue

“Erin has been extremely helpful in understanding our business taxes and how to think about our finances…“

Erin has been extremely helpful in understanding our business taxes and how to think about our finances and setting up our Quickbooks account. We feel much more confident in our accounting with her guidance.

– David Khim, Omniscient Digital

“…I would highly recommend working with Erin!“

Erin has been incredibly valuable in our business and tax planning, from setting up our Quickbooks for scale and also strategic advice on how to structure our business and minimize unnecessary taxes. I would highly recommend working with Erin!

– Alex Birkett, Omniscient Digital

“Erin is the financial professional your business needs.“

Erin is the financial professional your business needs! I needed to establish a solid financial foundation for my company and Erin helped me do that. She pays close attention to detail and allays any fears you may have through her depth of knowledge and warm affect. Erin is worthy of your trust and confidence.

– Katie Deolloz, Walking as a Practice

“She goes above and beyond to partner with me and I so appreciate her. She also explains things in a way that makes sense.“

I’m a female entrepreneur with a small business and Erin has been a joy to work with and have as a partner. She is charismatic, caring, and genuinely wants to help. She goes above and beyond to partner with me and I so appreciate her. She also explains things in a way that makes sense, plus she’s incredibly patient. I highly recommend Erin – she’s saving me money and sanity!

– Grace Gittinger, GG & Co