If you’re a passionate entrepreneur with a great service and happy customers, the problem might not be you—it might be your financial systems.💸 It’s time for a Finance MakeOver. We’ll give you the roadmap, tools, and simple strategies to turn your cash-eating business into a lean, green profit machine. Connect with Me.
Every business needs a conductor 🎶
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Dear Reader, Those of you who know me well know that before Finance MakeOver, I owned a large music school for 10 years with my adult daughter, who graduated in piano performance. At Glee Music Academy, we did it all — private lessons, choirs, music videos, performances. Before we sold the company in 2023, we had 25 employees and were deeply woven into our community. It was meaningful work, and it brought joy to see the progress of our students. This week, I received a picture that completely made my day. It’s from one of my past voice students, Chloe. She joined Glee as a young elementary schooler after her best friend signed up for voice lessons. She was in our earliest music videos, sang in choirs, and grew up right alongside our program. Her senior year, while I was teaching her, she shared her dream of becoming a choir director and going into music education. And just this week, she sent me a photo from her final Christmas performance as a student teacher at Trabuco Hills High School. Seeing that picture made me stop and reflect. In music, everyone can be talented… As entrepreneurs, many of us are directing sales, marketing, HR, and operations — but when it comes to finances, we step back and hope someone else is handling it. We tell ourselves, “If we can just get more sales, it will work out.” But if you don’t understand your numbers… It’s like trying to lead a choir without a conductor. Even with a good bookkeeper, if the business owner isn’t directing from the numbers, the result lacks intention. Arms may be moving, sound may be happening — but no one is shaping the outcome. Profit doesn’t happen by accident. At Finance MakeOver, that’s what we help business owners do — step into the role of financial director, understand their numbers, and make decisions with clarity and confidence. As this year comes to a close, I hope you’ll take a moment to reflect on where you’re directing your energy — and where a little more intention could create a better result. Merry Christmas.
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Finance MakeOver
If you’re a passionate entrepreneur with a great service and happy customers, the problem might not be you—it might be your financial systems.💸 It’s time for a Finance MakeOver. We’ll give you the roadmap, tools, and simple strategies to turn your cash-eating business into a lean, green profit machine. Connect with Me.
Dear Reader, Several years ago we were in Hurricane, Utah, spending time with our cousins. My husband, my two daughters, and I went ATV-ing with our favorite cousins. If you’ve never been to that part of Utah, everything is red.Red dirt. Red sand. Red rocks. I made one critical mistake:I wore a cute shirt I actually liked. That shirt is now permanently stained red. Lesson learned — don’t wear nice clothes when you’re riding ATVs in southern Utah. After the ride, we parked the ATVs in the...
Dear Reader, When I was growing up, church activities were our entertainment — especially in middle school and high school. And the big event every weekend was a dance. I grew up in Southern California, in Riverside. My dad was a professor at UCR, so we went wherever the dances were happening — Riverside, Costa Mesa, Corona, Irvine — whatever church gym was hosting that week. Now here’s the funny part. My background was ballet. Serious ballet.Nutcracker every year. Pointe shoes.Three to five...
Dear Reader, As you know, we’ve moved to Utah, and lately we’ve been unpacking the garage and closets to get ready for a party this weekend. In the middle of it all, my husband brought me a box from his office and said, “I think this is yours.” Inside were three old, envelope-sized wallets. One was black and sparkly.One had fun pictures on it.One was simple blue leather. And instantly, I was taken back about ten years. Back then, I used a full envelope system. I would literally go to the...