Build a cleaner financial foundation for the business you’re growing.

Foundation is designed for founders who need to stabilize the numbers, reduce overwhelm, and get a clearer view of what’s really happening in the business. If things feel scattered, reactive, or harder to manage than they should be, this is where we begin.

Book a Foundation Call

Build a cleaner financial foundation

for the business you’re growing.

Foundation is designed for founders who need to stabilize the numbers, reduce overwhelm, and get a clearer view of what’s really happening in the business. If things feel scattered, reactive, or harder to manage than they should be, this is where we begin.

What Foundation helps with

  • Organizing and clarifying your financial picture.

  • Identifying what needs attention now.

  • Creating a steadier base for decision-making.

  • Reducing stress around the numbers.

What you can expect

Foundation is a practical, strategic starting point. You’ll get support that helps you understand where things stand, what matters most, and what needs to happen next so you can move forward with more certainty.

This is not about doing everything at once.
It is about getting the right things in order first.

Best for

Foundation is a fit for founders who:

  • need more clarity around their numbers,

  • feel behind or overloaded financially,

  • want a cleaner path forward,

  • and are ready to make more grounded decisions.

How it works

A simple path to the right kind of support

1

Start with a Foundation Call.

We’ll talk through your business, your goals, and what matters most right now.

2

Get a clear recommendation.

Based on what you share, Mae will recommend the tier that best fits your season and needs.

3

Move forward with the right level of support.

You’ll know exactly what comes next and how the work will help you move toward greater clarity, confidence, and freedom.

FAQ

How do I know if Foundation is right for me?
If your finances feel unclear, reactive, or harder to manage than they should be, Foundation is a good place to start.

Do I need to know exactly what I need before booking?
No. The Foundation Call is designed to help determine that.

Can I move into a different tier later?
Yes. Foundation can be the starting point before moving into a deeper level of support.

Ready to build a stronger base?

Start with a Foundation Call and get clarity on the right next step for your business.

Book A Foundation Call

  • "Mae has been such an amazing source of guidance and support for us

    …especially in the last year when we've had a lot of strange financial circumstances. We wanted to make sure that they were accounted for correctly - and she was so helpful in making sure that these one-off things were taken care of appropriately!

    In addition, Mae is a rock-star at knowing all of the little nuances in tax code, credits and how to best structure your finances to maximize your earnings. As a self-employed business owner, this has been so beneficial for us. I have so much peace of mind knowing that Mae is watching our finances and making sure we're doing things the right way. Thanks Mae - you're a gem!”

    -Heather R.

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    She helped me with my taxes/planning and I now feel in control and like I have a plan. She answers my questions and explains things in a way that's easy to understand and doesn't talk down to me when I don't get it. I love that I have her on my team and have peace of mind. I'm now excited about money and what it can do for me. Highly recommend Mae!!! I can't say enough good things about her!!!!”

    -Shannon G.

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    It was our first time filing since starting our marriage and my business, so I knew there were a lot of intricacies that we wanted to make sure were handled correctly.

    Not only did she prepare our taxes in the best way to make sure we got the highest refund possible, but she kept us in the loop throughout the whole process and even talked us through my husband's unemployment application when he was furloughed due to COVID-19.

    Overall, Mae is an amazing CPA, who is incredibly knowledgeable and cares fiercely about the people she serves.”

    -Renee K.

  • "Mae was recommended to me and I couldn’t be happier!

    I live & own a small business in another state and I felt very confident with the systems & processes Mae uses to make sure they receive all the information they need to do my taxes. Mae was really helpful and made sure that I understood everything. I will be back next year!”

    -Brian O.