Hi, I'm JoMarie...

Your calm-in-the-chaos guide for business clarity, confidence, and simple explanations.

I’m a CPA and Life & Performance Coach who believes you shouldn’t have to feel overwhelmed, confused, or embarrassed when it comes to understanding your business. My job is to make things simple, steady, and judgment-free... so you can finally make decisions with confidence instead of doubt.

I’m here to help you understand your numbers, calm your mind, and move forward with clarity one step at a time.

"Make a difference with people who want to make a difference, doing something that makes a difference"

Justin Prince

-Make Wellness

Running a business is a lot — and honestly, most people never tell you how heavy the financial side can feel until you’re in the middle of it. Maybe you’re guessing on taxes, unsure what to track, confused about how to pay yourself, or constantly hoping you didn’t miss something important.

And maybe, deep down, you’re thinking…

“I should already know this.”

But you’re not behind.
You’re not failing.
You just haven’t had someone explain it clearly, calmly, and without judgment.

That’s where I come in — to help you turn the overwhelm into understanding and give you the steady support you need to move forward with confidence.

My Story...

why i love what i do

I’ve always been someone who works hard for what I want. Becoming a CPA wasn’t easy — it took nine years of grit, perseverance, and refusing to give up, but when I finally passed all four parts within a year, I knew I was meant for this work.

Over time, I learned something important:

People don’t just need someone to “do their accounting.” They need someone to help them understand it.

Clients would come to me overwhelmed, confused, or scared to ask questions — and I realized I could offer something more than tax prep or bookkeeping. I could offer clarity… calm… and a safe space to learn without feeling judged. Blending coaching with accounting happened naturally. I saw how limiting beliefs, fear, and past experiences affected the way people viewed money, business decisions, and themselves. And I love watching someone go from stressed and unsure… to confident and grounded.

At the end of the day, I don’t do this just for the numbers. I do it because I genuinely want people to succeed — in business and in life.

Get to know me...

My core values

1.

Respect & Trust

I feel safest and do my best work with people who honor my expertise, communicate honestly, and value real partnership.

2.

Success Takes Grit

Nothing meaningful has ever come easy — and that’s exactly how I like it. Hard work built my career and is the foundation I teach my daughters to live by.

3.

Family & Devotion

My family is my anchor, my motivation, and my heart. Everything I build is meant to create stability and opportunity for them.

4.

Freedom & Independence

I believe in choosing your own path and owning your decisions. This is why becoming a partner, owning my building, and growing my business meant so much.

5.

Safety in Clarity

I value calm communication and relationships where questions are welcomed, not judged — and that’s the energy I bring to every client experience.

Stay in the Loop for Clarity & Support

You deserve a space where business finances feel simple, conversations feel safe, and guidance feels steady.
Join my community to get helpful insights, clarity tips, and ongoing support that meets you right where you are — no pressure, no judgment, just real help.

Let's Take the Next Step

Together

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