There are so many different types of businesses I could have chosen to support.  
 

But I chose to focus on Integrative Health Professionals, because I feel they have valuable solutions that the world needs (now more than ever).  
 

I also harbor a passion for holistic living and mind-body-spirit health that has been with me since my early 20’s.  
 

I would love to see Integrative Health Practitioners emerge as the visionary leaders that they are, while running fulfilling and financially rewarding practices.

Bookkeeping is the process of systematically recording and organizing financial transactions and records of a business. 

Every business needs to track their finances in some form in order to meet their tax obligations.  Taking care of your bookkeeping throughout the year makes tax time much easier for both you and your tax person.  You’re saving yourself from a massive, stressful, overwhelming rush to catch-up in the spring.

But aside from taxes, it’s important to see clearly how money is moving in and out of your business.  This requires tracking your finances in a way that is accurate, complete and up-to-date (I recommend keeping up on it on a monthly basis).
 

Some business owners will take this on and learn it themselves (especially in the early stages when there’s not a lot of cash in the business).  But even then, I recommend consulting with an expert to help you learn how to run this part of your business properly.  

As businesses grow, they generally hire a bookkeeper or accountant to handle the bookkeeping for them, especially as their operations become more complex.
 

Unfortunately, not all bookkeepers (or even CPA’s) will take the time to explain financial reports to you (like the Profit & Loss statement, or the Balance Sheet) in a way that makes sense and helps you make better decisions.

I help my clients understand the story that’s encoded within these financial statements, and guide them on how to craft their business into a vehicle that supports their deeper human needs and purpose.

I’m not a CPA and I don’t do taxes.  
 

When needed, I can help my clients link up with a reliable tax professional, whether that’s a CPA or an Enrolled Agent – another type of tax accountant.
 

As simple analogy, CPA's are like the doctors of the accounting world.  They can make high level decisions with your tax strategy, and can work at a much greater scope with larger businesses. 

Having a CPA credential does not necessarily correlate with the skills of an effective small business advisor, strategist or educator.

Strategic advisors and bookkeepers are like the nurses of the accounting world.  They are typically more equipped to support you and your business month in and month out throughout the year.

Bookkeepers play more of a technical role and can often field basic questions (much like how a nurse plays an integral role in day-to-day patient care).

A strategic advisor can provide guidance to develop your business with a broader understanding of how finances connect with other aspects of business like marketing, management and operations.  And if they have a holistic approach, they can also help you connect all of these with your lifestyle needs.

I’ve done bookkeeping in Quickbooks since 2006, and began offering strategic accounting (advisory) services in 2021 after learning about the power of financial forecasting.

I’ve never been a fan of conventional career paths or educational tracks.  Most of them strike me as boring, geared toward feeding the corporate machine, and aren’t well-suited to meet the needs of small integrative health businesses in today’s market. 

Although I’ve steered away from formal accounting training, I’ve invested over $70K (of self-generated revenue) into training programs and mentors to bring the best skills possible to my client work as a non-CPA accountant and business coach.
 

I sometimes joke to my clients that I self-funded my own make-shift “holistic MBA.”  
 

I would have done great with Waldorf or Montessori schools, but being raised as a public school kid, I suppose I had to wait until becoming an entrepreneur to craft my own custom-tailored education ;-)

And I’m fortunate to have a business that allows me to continue investing in my learning and growth.

If you’re happy with your bookkeeper, and they’re providing you with a clean Profit & Loss report and Balance Sheet already on a monthly basis, WAY TO GO!!!  You’re way ahead of the game :-)

In that case, I can help you see new possibilities for your business and make the most of what you already have to take your business to the next level.  

Feel free to reach out and book a complimentary coaching session with me if you’d like to explore what’s possible.

How exciting!  I love helping start-ups!!!

Reach out to me at info@lifestreambusiness.com if you’d like a business start-up guide with resources and checklists to help you map out your plans. 
 

If you’d like a coach to help you formulate your business strategy or plan, my Integral Business & Lifestyle Design 6-month coaching program may be a good place to start.

Feel free to reach out and book a complimentary coaching session with me if you’d like guidance on appropriate next steps based on your current situation.

No problem!  My team and I have served all sorts of different kinds of businesses, including (but not limited to):

• Marketing firms and freelancers
• Consultants & Coaches
• Retail 
• Farms
• Restaurants & Cafes
• Airbnb
• Spas

As long as you’re cool with our holistic approach to supporting your business (rooted in holistic values), we’ll likely be a great fit!

Great!  Depending on what you need help with, I may be able to support you as a life coach.  
 

As an Associate Level Integral Coach (certified through Integral Coaching Canada) with a year’s worth of training in Somatic Experiencing, I have a lot to offer in a variety of scenarios:

• Making a career transition
• Making a life transition
• Crafting a life that makes you feel more alive
• Emerging as a clearer, kinder, more authentic leader (at home and in public)
• Bringing your creative skills, ideas and visions into fuller expression

If you’re interested in exploring coaching, all services start with a complementary 30-minute coaching session (BOOK HERE), which will provide you with some actionable steps for how you can move forward with your business.

I’ll admit, I rounded up.
 

Technically it was 14.5 years.  
 

And it was some of the best years of my life, with a wide array of colorful experiences.  I met amazing souls from all over the world, and savored the opportunity to nurture my inner life.

As with most things that are worth doing, it wasn’t always easy.  But it provided a wonderful energetic foundation for the business/career phase of my life that I’m now in.  
 

I wouldn’t have it any other way.
 

And I still enjoy taking retreats regularly.

I’m not a personal financial planner or financial advisor, and I generally steer away from investment advice (aside from helping clients understand that investing in their own business with a solid strategy is likely their best investment).
 

There are, however, circumstances where I would consider supporting an existing client with their personal bookkeeping.  Feel free to inquire!

If you haven't already read my answer to the question above “Are you a CPA?  Do I need a CPA?”, I’d recommend reading that first.

But since you're looking for credentials, here’s what I have for you:

• Associate Level Integral Coach (certified through Integral Coaching Canada)
• Certified LivePlan Strategic Advisor
• Certified Quickbooks Online ProAdvisor

If you were looking for a Masters Degree, PhD or some other letters behind my name, you will likely be thoroughly disappointed.
 

The advantage of this is that I haven’t been indoctrinated into the many dysfunctional and stale ways that predominate with conventional business approaches.  
 

I bring a fresh approach to my work, pulling the best from some of the most ethical, elegant and highly skilled entrepreneurs that I’ve encountered on my journey.

What I can also say is that the majority of my clients have received favorable outcomes through my work with them.  I’d invite you to check out my client case studies section to help you evaluate my competency.  
 

As they say, “a tree is known by the fruit it bears.”

I have a big heart for Ayurveda and the Vedic Sciences.
 

After completing a 625 hour Ayurveda Health Counselor training in 2022, I decided that it made the most sense to use my knowledge in support of the Ayurveda community as a business coach.  It was clear to me that the Ayurveda professional community was under-resourced in the way of business support.  I wanted to fill that need, because I would love to see this profession thrive (and also see communities thrive as a result of having access to Ayurveda services).
 

Ayurveda provides an exquisite framework for understanding life and the natural world, and I find that this framework has applications in business as well.
 

There are so many personality typing systems used in the business world to better understand how human beings operate.  Yet Ayurveda could be said to be the primordial personality typing system (having been around for several thousands of years).  
 

Having an understanding of how the Ayurveda personality types work (along with the elemental energies that drive them) helps me as a coach to be more compassionate, and provide appropriate forms of support to my clients.
 

Recognizing the rhythms of nature also guides how I schedule my business activities and how I practice self-care as an entrepreneur.  On occasion, I also offer this knowledge and guidance to clients when there’s a need and a desire to receive.

I live a quiet life on the edge of a forest, on the banks of the beautiful Umpqua River.  
 

My idea of fun is being outside, exploring nature and tending to the land.
 

I also enjoy giving myself permission to freely explore my curiosities about the world, whether that be through mythology, obscure aspects of history, or going off on other weird tangents that seem to somehow make me feel more whole in making sense of the world.
 

But honestly, some of my most enjoyable moments are meeting with and learning from awesome people through my business and nurturing those connections.  

I’m fortunate that my business allows me to be highly creative.  To me, it’s a form of play.  Though to be real, there’s definitely some gritty work that also comes with running a business.

I believe in a personalized approach to coaching, and sometimes a single 1:1 coaching session can be the most appropriate form of support.  But I find my ability to create a meaningful result quite limited in that service model.
 

If desired, I can offer a single 1:1 session for $250.  Scholarship rates are available on a case-by-case basis - don't hesitate to inquire.

If you’re interested in exploring coaching of any form with me, all services start with a complementary 30-minute coaching session (BOOK HERE), which will provide you with some actionable steps for how you can move forward with your business.

There are so many different types of businesses I could have chosen to support.  
 

But I chose to focus on Integrative Health Professionals, because I feel they have valuable solutions that the world needs (now more than ever).  
 

I also harbor a passion for holistic living and mind-body-spirit health that has been with me since my early 20’s.  
 

I would love to see Integrative Health Practitioners emerge as the visionary leaders that they are, while running fulfilling and financially rewarding practices.

Bookkeeping is the process of systematically recording and organizing financial transactions and records of a business. 

Every business needs to track their finances in some form in order to meet their tax obligations.  Taking care of your bookkeeping throughout the year makes tax time much easier for both you and your tax person.  You’re saving yourself from a massive, stressful, overwhelming rush to catch-up in the spring.

But aside from taxes, it’s important to see clearly how money is moving in and out of your business.  This requires tracking your finances in a way that is accurate, complete and up-to-date (I recommend keeping up on it on a monthly basis).
 

Some business owners will take this on and learn it themselves (especially in the early stages when there’s not a lot of cash in the business).  But even then, I recommend consulting with an expert to help you learn how to run this part of your business properly.  

As businesses grow, they generally hire a bookkeeper or accountant to handle the bookkeeping for them, especially as their operations become more complex.
 

Unfortunately, not all bookkeepers (or even CPA’s) will take the time to explain financial reports to you (like the Profit & Loss statement, or the Balance Sheet) in a way that makes sense and helps you make better decisions.

I help my clients understand the story that’s encoded within these financial statements, and guide them on how to craft their business into a vehicle that supports their deeper human needs and purpose.

When needed, I can help my clients link up with a reliable tax professional, whether that’s a CPA or an Enrolled Agent – another type of tax accountant.

As simple analogy, CPA's are like the doctors of the accounting world.  They can make high level decisions with your tax strategy, and can work at a much greater scope with larger businesses. 

Having a CPA credential does not necessarily correlate with the skills of an effective small business advisor, strategist or educator.

Strategic advisors and bookkeepers are like the nurses of the accounting world.  They are typically more equipped to support you and your business month in and month out throughout the year.

Bookkeepers play more of a technical role and can often field basic questions (much like how a nurse plays an integral role in day-to-day patient care). 

A strategic advisor can provide guidance to develop your business with a broader understanding of how finances connect with other aspects of business like marketing, management and operations. 

And if they have a holistic approach, they can also help you connect all of these to your lifestyle needs.

I’ve done bookkeeping in Quickbooks since 2006, and began offering strategic accounting (advisory) services in 2021 after learning about the power of financial forecasting.

I’ve never been a fan of conventional career paths or educational tracks.  Most of them strike me as boring, geared toward feeding the corporate machine, and aren’t well-suited to meet the needs of small integrative health businesses in today’s market. 

Although I’ve steered away from formal accounting training, I’ve invested over $70K (of self-generated revenue) into training programs and mentors to bring the best skills possible to my client work as a non-CPA accountant and business coach.
 

I sometimes joke to my clients that I self-funded my own make-shift “holistic MBA.” 
 

I would have done great with Waldorf or Montessori schools, but being raised as a public school kid, I suppose I had to wait until becoming an entrepreneur to craft my own custom-tailored education ;-)

And I’m fortunate to have a business that allows me to continue investing in my learning and growth.

If you’re happy with your bookkeeper, and they’re providing you with a clean Profit & Loss report and Balance Sheet already on a monthly basis, WAY TO GO!!!  You’re way ahead of the game :-)

In that case, I can help you see new possibilities for your business and make the most of what you already have to take your business to the next level.  

Feel free to reach out and book a complimentary coaching session with me if you’d like to explore what’s possible.

How exciting!  I love helping start-ups!!!

Reach out to me at info@lifestreambusiness.com if you’d like a business start-up guide with resources and checklists to help you map out your plans. 
 

If you’d like a coach to help you formulate your business strategy or plan, my Integral Business & Lifestyle Design 6-month coaching program may be a good place to start.

Feel free to reach out and book a complimentary coaching session with me if you’d like guidance on appropriate next steps based on your current situation.

No problem!  My team and I have served all sorts of different kinds of businesses, including (but not limited to):

• Marketing firms and freelancers
• Consultants & Coaches
• Retail 
• Farms
• Restaurants & Cafes
• Airbnb
• Spas

As long as you’re cool with our holistic approach to supporting your business (rooted in holistic values), we’ll likely be a great fit!

Great!  Depending on what you need help with, I may be able to support you as a life coach.  
 

As an Associate Level Integral Coach (certified through Integral Coaching Canada) with a year’s worth of training in Somatic Experiencing, I have a lot to offer in a variety of scenarios:

• Making a career transition
• Making a life transition
• Crafting a life that makes you feel more alive
• Emerging as a clearer, kinder, more authentic leader (at home and in public)
• Bringing your creative skills, ideas and visions into fuller expression

If you’re interested in exploring coaching, all services start with a complementary 30-minute coaching session (BOOK HERE), which will provide you with some actionable steps for how you can move forward with your business.

I’ll admit, I rounded up.
 

Technically it was 14.5 years.  
 

And it was some of the best years of my life, with a wide array of colorful experiences.  I met amazing souls from all over the world, and savored the opportunity to nurture my inner life.

As with most things that are worth doing, it wasn’t always easy.  But it provided a wonderful energetic foundation for the business/career phase of my life that I’m now in.  
 

I wouldn’t have it any other way.
 

And I still enjoy taking retreats regularly.

I’m not a personal financial planner or financial advisor, and I generally steer away from investment advice (aside from helping clients understand that investing in their own business with a solid strategy is likely their best investment).
 

There are, however, circumstances where I would consider supporting an existing client with their personal bookkeeping.

Did you already read my answer to the question above “Are you a CPA?  Do I need a CPA?”  If not, I’d recommend reading that first.

But if you’re looking for credentials, here’s what I have for you:

• Associate Level Integral Coach (certified through Integral Coaching Canada)
• Certified LivePlan Strategic Advisor
• Certified Quickbooks Online ProAdvisor

If you were looking for a Masters Degree, PhD or some other letters behind my name, you will likely be thoroughly disappointed.
 

The advantage of this is that I haven’t been indoctrinated into the many dysfunctional and stale ways our society approaches business.  
 

I bring a fresh approach to my work, pulling the best from the some of the most ethical, elegant and highly skilled entrepreneurs that I’ve encountered on my journey.

What I can also say is that the majority of my clients have received favorable outcomes through my work with them.  I’d invite you to check out my client case studies section to help you evaluate my competency.  

As they say, “a tree is known by the fruit it bears.”
 

I have a big heart for Ayurveda and the Vedic Sciences.
 

After completing a 625 hour Ayurveda Health Counselor training in 2022, I decided that it made the most sense to use my knowledge in support of the Ayurveda community as a business coach.  It was clear to me that the Ayurveda professional community was under-resourced with business support, and I wanted to fill that need, because I would love to see this profession thrive (and also see communities thrive as a result of having access to Ayurveda services).
 

Ayurveda provides an exquisite framework for understanding life and the natural world, and I find that this framework has applications in business as well.
 

There are so many personality typing systems used in the business world to better understand how human beings operate.  Yet Ayurveda could be said to be the primordial personality typing system (having been around for several thousands of years).  
 

Having an understanding of how the Ayurveda personality types work (along with the elemental energies that drive them) helps me as a coach to be more compassionate, and provide appropriate forms of support to my clients.
 

Recognizing the rhythms of nature also guides how I schedule my business activities and how I practice self-care as an entrepreneur.  On occasion, I also offer this knowledge to clients when there’s a need and a desire to receive.

I live a quiet life on the edge of a forest, on the banks of the beautiful Umpqua River.  
 

My idea of fun is being outside, exploring nature and tending to the land.
 

I also enjoy giving myself permission to freely explore my curiosities about the world, whether that be through mythology, obscure aspects of history, or going off on other weird tangents that seem to somehow make me feel more whole in making sense of the world.
 

But honestly, some of my funnest moments are meeting with and learning from awesome people through my business and nurturing those connections.  I’m fortunate that my business allows me to be highly creative - it’s a form of play (though to be real, there’s definitely some gritty work that also comes with running a business).

I believe in a personalized approach to coaching, and sometimes a single 1:1 coaching session can be the most appropriate form of support.  But I find my ability to create a meaningful result quite limited in that service model.
 

If desired, I can offer a single 1:1 session for $250.  Scholarship rates are available on a case-by-case basis - don't hesitate to inquire.

If you’re interested in exploring coaching of any form with me, all services start with a complementary 30-minute coaching session (BOOK HERE), which will provide you with some actionable steps for how you can move forward with your business.