Welcome to Money & Tech for the Modern Entrepreneur

So much of the information about money is NOT designed for busy multi-tasking entrepreneurs.

Yet, due to the tax code favoring businesses, we have the biggest opportunities to hold onto our money and build wealth,

much faster than working a job.

It only happens with strong reporting

and managing by the numbers.

We help you see your numbers clearly and get those reports.

What do you need most?

I need an accounting system set up.

I need a structured way to start making sales.

I could use a FREE resource to get going!

Short on Time, Money or Both?

Sometimes it’s not that we can’t manage our money, but entrepreneurs have two sets of finances to manage that accomplish different purposes. The business finances help us grow our money as an investment to pay less tax, but should also help us build personal wealth on the personal side. We help you pull it all together, starting with what you need first and affordably based on where you are in the journey.

Already have reports & just need a CPA?

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I am so glad to be working with you. I didn't have a clue about some of the functions I could use in Quickbooks before I started working with you and my husband's a CPA! You explain things in ways that I can understand and remember.

Thank you Money Dr. this course was a definite eye opener. I purchased QuickBooks Online opened it and had no idea what to do next. I have definitely learned how to create accounts and learned something I did not know....I can track personal and business transactions...oh joy joy... You are definitely a great teacher.

Thanks for all your tech preparations prior to this COVID outbreak. It kept my business together. I'm truly grateful.