A Holistic Approach To Numbers.

  • QuickBooks Online Support
  • Outsourced CFO
  • Financial Education
  • Wealth Coaching

Its not about how much money you make, but how much money you Keep!

A Holistic Approach To Numbers.

  • QuickBooks Online Support
    Outsourced CFO
    Financial Education
    Wealth Coaching

We provide wealth coaching for those ready to elevate their business.

 

Hey there!

I'm Kaylee, and I'm a Yogi, outsourced CFO, and Wealth Coach. My passion is empowering Creative Entrepreneurs to understand how Money works so they can keep more of they make.

By giving entrepreneurs a financial education, they inevitably feel more empowered, make aligned financial decisions, and ultimately see more financial growth.

My mission is to help Entrepreneurs make empowered and knowledgeable decisions by providing the information they need to make it to the next level.

I use practical Financial Education and Magical Mindset strategies to set a solid Financial Foundation for your FUTURE.

Love, Light & MONEY, Honey..

Kaylee

How to create a positive money mindset

Hi there!

I'm Kaylee, and I'm a Yogi, outsourced CFO, and Wealth Coach. My passion is empowering Creative Entrepreneurs to understand how Money works so they can keep more of they make.

My mission is to help Entrepreneurs make empowered and knowledgeable decisions by providing the information they need to make it to the next level.

I use practical Financial Education and Magical Mindset strategies to set a solid Financial Foundation for your FUTURE.

Love, Light & MONEY, Honey..

Kaylee

+$
Wealth Managed
Daily
+
Businesses Owners
Supported
+
Years of
Experience

“Before starting Coaching with Kaylee, I felt very overwhelmed with the state of my finances and the direction I was heading. Since starting to work with Kaylee, I feel more competent in my ability to manage my money and have a plan that's sustainable and realistic based on my career and personal goals. I hope as time goes on, I continue to feel more confident in my ability to make decisions about my money while also knowing Kaylee is a wonderful resource to utilize when needed. ”

- Stephanie DeFilippis, Coaching Client

"I am incredibly grateful for the exceptional bookkeeping and coaching services provided by Coaching with Kaylee. Kaylee's meticulous attention to detail and organized approach have not only saved me valuable time but also given me peace of mind in managing my therapy practice's finances. Kaylee goes above and beyond her duties as a bookkeeper, often stepping into HR roles, brainstorming marketing strategies, and sharing innovative ideas to make my business run better. Since working with Kaylee, I have nearly tripled my income. With Kaylee on board, I can confidently focus on my clients and business development, knowing that the financial aspects of my business are in capable and trustworthy hands."

   -Jamie Kreiter, Founder, Nurture Therapy

“I had a great experience working with Kaylee! She helped me find a deeper connection with my big picture and the direction I want my business to go. She helped me find the courage and commitment to follow thru with a plan, even when things didn’t go as planned and I felt like quitting. She created structure and held me accountable while understanding the shift I was going thru. Her support was gentle yet persistent. I highly recommend her ❤.”  

- Jennessa Sabella, Motherhood Coach

“Kaylee helped me stop the “spin” of my financial thoughts and patiently walked me through a customized budget and accounting system. She never judged and always listened! Now I budget each month with ease and watch my money thoughts. She is the one who saved me!”

- Caitlin, Life Coach

“A few things about Kaylee that I want to mention to those who might wonder, “who is this red-headed bombshell?”  From the get go, Kaylee was a no-nonsense-tell-you-like-it-is kind of gal.  But she does it with a gentle hand on your shoulder and often with a hearty laugh.  She is super smart and practical and is able to cut through the bull shit and say exactly what needs to be said.  She is an expert in her field and I trust her with all my heart.  She is my super hero and if she didn’t know that, well, she knows that now.”

- Carie Anderson, www.malamababy.com

"Every time we connect, I am so grateful to have you on my team. You bring both joy and knowledge to the table and as a solo entrepreneur, I need a big dose of both every month!"

-Jessica Yurwitz, Owner, Slow River Studio

Before working with Kaylee, I was feeling pretty stuck, very anxious, and couldn’t quite figure out how to get where I wanted, or even where to start. She just got it—right away. First of all, her companionship is so kind and compassionate that I couldn’t ask for anything better. She broke things down in a way that made sense and actually worked for me. The progress since then has been awesome. She encouraged me to trust the process and be patient with myself. One of the biggest highlights was when she helped me get my P&L ready, something I had no idea how to do, and it really boosted my confidence. I’d totally recommend Kaylee to anyone—she’s got the perfect mix of knowledge and real connection that makes all the difference!”- Lorena Rojas

“Kaylee is down to earth, knows her stuff & is so supportive. She is the real deal!! I feel so lucky that I've found someone who knows Quickbooks and openly discusses spirituality in business. With entrepreneurship, I've found the money mindset & roller coaster of emotions to be the hardest parts, so bringing spirituality into the financial freedom journey has provided much comfort & insight for me. Finding someone who gets that AND can help with my books was a game changer.” -Melissa Utyro

Where to start?

We have different entry points to meet you where you are in your journey to financial empowerment.

Photo Feb 28, 12 47 10 PM - Copy

1:1 Money Coaching

Catered to: Individuals and Business Owners

This course will help you attract more money with ease, increase business profits, decrease spending, increase savings, and create a clear picture for your future.

Read more...

QuickBooks Training

Catered to: Small to Mid Sized Business Owners

We teach you, or your assistant, how to use and properly update your QuickBooks to create accurate financials and keep your light bookkeeping tasks in-house.

Read More...

CFO Services

Catered to: Mid to Large Sized Business Owners and CEOs

I work side by side with business owners and CEOs as a part of their team working on business tasks such as; budgeting, planning and management of financial operations, and strategic planning for growth.

Read More...

Not sure where to start?

This is the toughest part of any journey, so don't do it alone.
Click here to sign up for a free, 20-minute call with me.