Your Money Deserves Clarity
Patchwork Financial helps small business owners and entrepreneurs understand their finances, make confident decisions and stop feeling lost when it comes to their money.
Understanding your numbers isn’t optional, it’s the whole game.
We help entrepreneurs make sense of their money, the numbers and the feelings behind them.
Financial Coaching
Not sure what your numbers mean or what to do with them? Financial coaching gives you a thinking partner who helps you make smarter decisions about your money, understand your financial statements, and build habits that actually work for your business. This is the conversation that helps you know when you need an accountant and what to ask when you get there.
Services
Tax Preparation
Tax season does not have to be a nightmare. I help small business owners and entrepreneurs understand their tax obligations, organize their records, and navigate the filing process with confidence. Note: I am a financial coach, not a CPA or enrolled agent. For complex tax situations, I will help you understand what you need and connect you with the right licensed professional.
Bookkeeping
Bookkeeping doesn't have to mean a haystack of receipts and a guessing game. I help small business owners clean up their books, organize their QuickBooks Online account, and build a system that actually keeps up with your business, not something you avoid opening. Clean books mean clearer decisions, and they make tax season painless instead of a scramble.
Fractional CFO
You don't need a full-time CFO to think strategically about your business. I help you manage cash flow, plan for growth, and make financial decisions with the bigger picture in mind, built for business owners who are past the basics and ready to think ahead.
Group Coaching
Learn alongside a small group of entrepreneurs in a judgment-free setting. We cover taxes, accounting fundamentals, and the emotional side of money
What if your numbers stopped feeling like a mystery? What if you never had to guess your way through a financial decision again?
Stop drowning in spreadsheets
Between receipts you can't find, invoices you forgot to send, and a QuickBooks account you're almost afraid to open, keeping track of your own money can feel like a second job nobody hired you for.
Stop dreading tax season
When your books are already in order, tax season stops being a scramble. We help you file with confidence, not panic.
Book a discovery call
Taking the first step can feel big, and that's okay. This call is just about connection; you'll share what's actually going on with your finances and where it's been weighing on you.
Make Confident Decisions
Pricing, hiring, spending, saving, every business decision gets easier once you actually understand your numbers instead of guessing.
How It Works
Find your fit
Whether it's bookkeeping, tax prep, coaching, or a fractional CFO relationship, we'll figure out together what actually matches where your business is right now.
Make peace with your money
Financial fear is normal. We tackle the numbers and the feelings behind them, because both matter
Get clear, Get confident
Walk away understanding your numbers, trusting your decisions, and finally feeling like your money is working for you, not against you.
Book a discovery call
Ready to get clear on your finances? Book a consultation call and let's figure out together where you are and where you want to go.
Why Patchwork Financial?
I started Patchwork Financial because I kept seeing the same thing, over and over: smart, hardworking business owners who were incredible at what they did, and completely overwhelmed the moment money came into the conversation. Not because they weren't capable. Because nobody had ever sat down and explained it to them in a way that actually made sense.
I'm a financial coach, which means I sit on your side of the table. My job is to help you understand what your numbers are telling you, know when it's time to bring in a specialist, and build a relationship with your money that doesn't involve dread. Whether you're a sole proprietor, an LLC, or somewhere in between, if you've got income, expenses, and a business you're trying to grow, this is where that starts.
Contact Me
Interested in working together? Fill out some info and I’ll be in touch shortly. I can’t wait to hear from you!