Build a financial strategy that supports both growth and the life you’re creating.

Strategic CPA and CFO support for women founders who want their business finances to feel clear, intentional, and aligned.

Book a Foundation Call

THE PHILOSOPHY

Your financial strategy should serve your life, not the other way around.

Mae’s work is built on the belief that tax, cash flow, and planning should support the life you’re actually trying to build. Today and over time.

That means looking at your business finances, personal finances, tax strategy, and long-term vision together, because real decisions only work when they fit the whole picture.

The numbers do not exist in a vacuum.

You do not exist in a vacuum.

Where Business Owners Get Stuck

  • The numbers are there, but they’re not guiding decisions.

  • Cash flow feels reactive instead of intentional.

  • Tax planning happens after the fact.

  • Growth creates more pressure than momentum.

WHAT CHANGES

  • Decisions become clearer.

  • Cash flow becomes easier to lead.

  • Tax strategy becomes more intentional.

  • Growth begins to feel more aligned.

Foundation

For founders who need to stabilize, simplify, and understand what is really happening financially.

Foundation helps you strengthen the base, reduce overwhelm, and move forward with greater clarity and confidence.

Best for: businesses that need clarity, cleanup, and a more grounded path forward.

Learn more about Foundation

Financial Architecture

For growing businesses that need structure, rhythm, and more strategic decision support.

Financial Architecture helps you establish a more intentional financial cadence so growth feels supported rather than chaotic.

Best for: founders who have outgrown basic bookkeeping and need a more strategic level of support.

Learn more about Financial Architecture

Wealth Architecture

For founders ready to align tax strategy, cash flow, and long-range planning with the life they are building.

Wealth Architecture is the deepest level of support, designed to help you build wealth with greater clarity, intention, and direction.

Best for: founders who want an integrated, high-level advisory relationship around the money and the life they are creating.

Learn more about Wealth Architecture

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 which service is right for me?
Start with the Foundation Call. That conversation helps Mae understand your business, your goals, and what level of support makes the most sense.

Do I need to know which tier I want before I apply?
No. Mae will help determine the best fit for your season.

What if I’m not sure I’m “big enough” yet?
Revenue is only one part of the picture. Complexity, cash flow, and decision burden matter too.

Can I start with one tier and move into another later?
Yes. The tiers are designed to support different seasons of growth and can evolve as your business changes.

Ready to find the right fit?

Start with a Foundation Call and get matched to the level of support that fits your business and your life.

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.

  • "Mae is amazing!

    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.

  • "Mae was an amazing help for my husband and I this year.

    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.