HOW IT STARTED
MY STORY IS HUGE!
(and so is yours!)
I am passionate about helping female entrepreneurs keeps stellar books right from the start and teaching them about their own numbers through approachable information.
YOU DON'THAVE TO DO IT ALONE!
My mission is to guide women in their financial freedom by teaching them how to create a financial plan that enables them to dream in life and business!
BACKSTORY
I am a mom of 6 and a nana of 4. I am married to my highschool sweetheart and life is amazing! That's who I am in my core, and the person you will meet on zoom calls and the person I bring to all business. I have been a bookkeeper for over 15 years, it started as a side gig to enhance our vacation fund. I transitioned from full time stay at home mom into a new role of female entrepreneur. In order to step into my new role I had to un-tell the story of what it means to be a mom which allowed me to embrace my inner business genius. I have built my business from one client to dozens and I am now passionately teaching female entrepreneurs to find their freedom in money.
HANG UPS
So if you are worrying about someone else looking at your books - know that I've been there. I've been a SAHM, working mom, built a business (while life pulled in all directions), filed bankruptcy and re-built everything, lived month to month, experienced seasons when the paycheck was short, and lived in the NOT ENOUGH. But then...I followed my own financial planning program to level up in every area of life. We sold everything and experienced true financial freedom no longer controlled by time or money. My dream is for all female entrepreneurs to experience abundant wealth and financial freedom in the same way I have. I cannot wait to guide you on your own journey of leveling up and help you write your own story.
BELIEFS
I believe your story is HUGE and when you feel empowered to control your finances you also feel empowered to stop letting money control you. Instead YOU start telling your money where to go. When you feel empowered financially you get to live those BIG DREAMS! I want to walk hand in hand with you as you embrace YOUR STORY and develop the strength to overcome any obstacle.
I UNDERSTAND THE NUTS AND BOLTS! TO GIVE YOU A PATH FORWARD...
You are worthy of living your big dream!
My coaching takes you out of limiting money mindset and gives you a new perspective on how money is a tool with lots of power (but not over you). I understand, as a female entrepreneur all the walls and barriers we put up. But I also understand the factual path to get to the next step. I am your girl if you are ready to un-tell some of those female stories we like to tell ourselves in our growth journey.
CR
FOUNDATION VALUES
Less than 3 in 10 six-figure earners are women in the US!
I love working with female entrepreneurs, so they can make informed financial decisions through the work of knowing their numbers.
Family Focused
For most of us, our family is our why – why we want to be successful, why we started our business, why we want to learn and grow and do better. This is true for us, and we hope to see more family-friendly businesses along the way. Don’t be surprised if a child ends up on a Zoom call! We would love to meet your family too!
Female Founded
Founded by a female solopreneur, Corree Roofener. Corree loves supporting female-owned businesses. She understands the nuances of being a woman in business. As a wife, mother and nana Corree is aware of how all these feminine experiences are unique in a business mindset, and how easy it is to become intimidated by what we don’t know.
Education Oriented
I pride myself on being education oriented, and helping clients understand their financial numbers. I will walk you line by line through your financial reports until you are as comfortable reading them as I am. I offer multiple services for this reason, so that you can have the best advice on your financial plan as possible. WEALTH is about the whole of us, not just your money.
Build Confidence
One of my main goals is to inspire confidence in clients through the knowledge that their books are well taken care of. We ensure that we communicate clearly and often, answer questions in a timely manner, and stay current in bookkeeping knowledge and certifications. We are the diligent, trustworthy babysitter you have long been searching for.