
About SHARI


If you are like most women I work with, you are brilliant at what you do. But maybe you feel anxious, stuck, or unsure when it comes to your money.

You’re working hard, earning revenue, and still wondering:
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Where is my money actually going?
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Why does cash flow feel unpredictable?
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Will I have enough money to pay Uncle Sam?
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Am I making the right decisions… or just reacting?
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What if I make a mistake and waste all my money and lose my business and dreams?
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How do I grow without sacrificing my values, my family, or my peace of mind?

More than numbers—this is about alignment. Creating a business that fits with your life.
I do this work
Why
As a mother to a son, daughter-in-law, daughter, and a beloved grand-puppy, all living their best lives, legacy-building is at the heart of everything I do.
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Legacy, to me, means creating stability, freedom, and opportunity, for ourselves and the people we love, without burning out or losing sight of what matters most. Leaving the world and the people in it better than you found it.
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I’ve spent decades in corporate accounting and technology environments. I saw firsthand how strong operational processes and workflows can catapult business results and the opposite will suck the money and joy very quickly.
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When I stepped out on my own, I knew I wanted to do things differently.
My vision is to help women learn to love their numbers—not be afraid of them. Numbers are just data. It’s the story behind the numbers that is powerful.
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That’s where the magic (and fun!) happens.
Together we work toward RESULTS that show up not just on paper, but in real life—more time, more ease, more confidence, and more choices.
Because building a business, and a legacy, should leave room for joy, curiosity, margin, and a life well lived.


