Fractional CFO Services, Bookkeeping, and Financial Coaching Services

Your Life.

Your Money.

Your Freedom.

Programs and resources to help you get better with your relationship with money, personal finances, and business finances.

Master your money, and you’re not just balancing numbers, you’re building freedom, clarity, and confidence.

Take control of your finances so you can lead your business with power and peace of mind.

Our money programs give you the tools to stop avoiding your numbers, start making smarter decisions, and grow sustainably, on your terms.

Step-by-step Programs

for Peace and Profit

The Embodied CEO

Build a business that is aligned, actually pays you, with the strategy, mindset, and systems to grow with confidence.

Money Like a Boss

Organize your finances, stop the leaks, and take control, even if you’ve been avoiding your bank account for months.

Check out these DIY Money Resources

These DIY resources are more than just a simple PDF or download, they are jam packed with the tools necessary to make some shifts in your income and financial habits.

Read these Articles about Money

Our blog contains a lot of resources related to money, personal finances, and business finances.

The Key Ingredients to Startup Success

The Key Ingredients to Startup Success

Is your brand built on a solid foundation or just quick fixes? Susie Ippolito reveals the secrets to authentic growth, effective positioning, and avoiding costly marketing pitfalls. Discover how to cr... ...more

Personal Growth

March 05, 20253 min read

Redefining Success: How Resilience and Reinvention Lead to Balance

Redefining Success: How Resilience and Reinvention Lead to Balance

Feeling stuck or out of balance? Susana Serrano-Davey shares her journey from high school dropout to CFO and beyond, revealing how she overcame burnout, silenced her inner critic, and embraced a life ... ...more

Personal Growth

February 19, 20252 min read

Beyond Profit: Embracing Conscious Capitalism and MindFlow

Beyond Profit: Embracing Conscious Capitalism and MindFlow

Can business be a force for good? Join us as Stephen Karbaron reveals how conscious capitalism and the concept of ‘MindFlow’ can reshape how we approach success, wealth, and leadership. Discover how b... ...more

Personal Growth

February 12, 20252 min read

The Power of Music to Unlock Your Mindset, Ditch the Stress, and Wellbeing

The Power of Music to Unlock Your Mindset, Ditch the Stress, and Wellbeing

Ever wonder if life is sending you clues? Oliver Solano Watson shares his unique approach to living and leading with curiosity, breaking through fear, and the transformative power of music therapy, br... ...more

Personal Growth

February 05, 20252 min read

From Global Corporate Luxury to Entrepreneur: Navigating Career Transitions, Leadership, and Embracing Change

From Global Corporate Luxury to Entrepreneur: Navigating Career Transitions, Leadership, and Embracing Change

Ever wonder what it takes to go from a high-powered corporate role to leading your own path? Maria Kelly shares her journey of leaving behind a successful career, moving across borders, and transformi... ...more

Personal Growth

January 29, 20252 min read

Transform Your Leadership: The Power of Curiosity, Mindset, and Disciplined Flexibility

Transform Your Leadership: The Power of Curiosity, Mindset, and Disciplined Flexibility

Ready to rethink how you lead and grow your business? Rich Webb shares his expert insights on why success starts with mindset, how curiosity can fuel your leadership, and why disciplined flexibility i... ...more

Personal Growth

January 15, 20253 min read

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Time Tested & Proven Results

For nearly two decades, I’ve helped entrepreneurs transform their businesses and lives by mastering money, pricing, and purpose.

"A clearer roadmap to success"

Every conversation with Simone leaves you feeling inspired and equipped with a clearer roadmap to success. Her enthusiasm is contagious, fueling you with the energy and motivation to take action. Meeting her has been a game-changer for me; she embodies the perfect blend of beauty, intelligence, kindness, and professionalism. Simone is an exceptional work companion, always ready to motivate and enlighten you on your journey! 10/10 recommend!

- Sofia, Sofia 7 Oficios

"Highly recommend this"

Your knowledge and your insights on how to scale a business and simplify its processes helped me look at my services from a different perspective, allowing me to start applying my expertise into other fields where there are growing business opportunities. - Liliana

"Confident in Financial Decisions"

Simone helped me work through a critical decision for my small business, reflecting both on financial and life direction goals. She encouraged me to reflect on inner values, alignment, as well as legal and financial factors. Her wisdom and guidance is an asset to anyone taking a new direction in their small business!

- Kate, CEO Arco Preloved

Massive Change in My Businesses

Simone' helped me improve the systems in my business and get crystal clear on my business and financial plan. She asks insightful and gives you actionable tips that are tailored to our needs.

- Ally, BossaNova

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