Through a no-BS, holistic approach to financial strategy, business coaching, and menopause support, we help you build a business that pays you, take control of your finances, and finally break free from the chaos of hustle and hormones.
Ok Harsh Truth...
Most midlife entrepreneurs have no idea if they’re actually making a profit, never mind how to grow it.
At the same time, many don’t realize they’ve hit perimenopause or menopause. Brain fog, exhaustion, and unpredictable moods make financial clarity feel impossible. So they stay stuck, feeling overwhelmed, frustrated, and running on fumes.
It’s not you. It’s menopause. And your business shouldn’t make it worse.
It’s time to regain control.
With the right financial strategy, business coaching, and menopause support, you can build a business that pays you and works for your life, without burning yourself out.
We’re CPAs, certified coaches, and experienced entrepreneurs who’ve navigated the chaos of midlife, money, and menopause, just like you. From financial management and business strategy to menopause coaching, we help you cut through the brain fog, take control of your cash flow, and build a business that supports your new chapter.
We give you the tools, knowledge, and confidence to take charge of your finances, without the overwhelm. Through straightforward analysis, no-BS coaching, and real support, we help you cut through the noise, boost your profit, and empower you to navigate menopause with clarity and control so your business fuels both your wealth and well-being.
We help you take control of both your business and personal finances—because one impacts the other, and you deserve clarity in both. With personalized strategy, real accountability, and no-fluff guidance , we’ll map out a path to profitability, financial freedom, and a business that truly supports you through menopause, midlife, and beyond.
Our mission is to help women entrepreneurs in midlife take control of their finances, business, and well-being so they can build profitable, sustainable businesses without burning out or giving up.
We are a team of financial experts, and certified coaches who get how money, menopause, and business collide. We’re here to help you cut through the brain fog, boost your profit, and create a business (and life) that actually works for you.
We share weekly insights on thriving through menopause while building a profitable, sustainable business.
Subscribe today for expert tips on managing your hormones, mastering your hustle, and making more money without the burnout.
Here are some ways we can help you feel financially empowered in your business:
Individual Business, Financial & Menopause Coaching (Virtual & In-Person)
Group Coaching Program (Virtual & In-Person)
Financial Consulting & Strategy Sessions
Bookkeeping Services (Because messy books = messy decisions)
Courses, Workshops & Webinars (On all the things - menopause & money)
Resource Membership (Ongoing learning & support)
Co-Working & Accountability Sessions (Virtual & In-Person)
Girls’ Night Out (Because networking should be fun, too!)
Entrepreneurship Lending Library (Resources to fuel your financial growth)
No Matter Your Budget or Mood, We've Got a Way to Get You on Track!
From high-level strategy to hands-on support, we help you take control of your business, finances, and midlife—without the guesswork or overwhelm. Whether you need deep-dive coaching, quick fixes, or just a damn good community, there’s something here for you.
Working with Kelly and her team has been an incredible experience. Before I met Kelly I was 3 years behind on my taxes and totally disorganized as a business owner. I had no idea what my finances were or where to begin to try and understand them. Kelly literally changed my life! She helped me reconsoncile my finances as well as teach me how to manage and maintain them going forward. I feel like a weight has been lifted off my shoulders as I know my finances are in good standing each month as I continue to work with Kelly and her team. They are an essential part of my business and I wouldn't be where I am today without their guidance and support!
Chantelle, Vibe Pilates Co.
As someone just starting up with QBO I was not overly confident. After some time spent with Lisa I felt so much better and ready to tackle this new to me software. I am now confident in my QBO skills and it has made my day to day work easier due to Lisa's vast knowledge, support and guidance.
Profit & Lattes Inc.’s personalized approach and understanding of small business challenges make them a powerful ally for any entrepreneur seeking financial guidance and empowerment!
★★★★★ Working with this bookkeeping team has been a game-changer! They go beyond just recording transactions—they help me truly understand my numbers and make smarter business decisions. Their proactive approach, reminders for tax deadlines, and efficiency tips have made my business run smoother. Even with my background in finance, I’ve learned so much from them. Keeping my books in order has not only reduced stress but also saved me money on year-end accounting fees. Highly recommend!
BVBS [Profit & Lattes] has been crazy helpful! A pillar to our business success. They are extremely patient, very organized, and know everything there is to know in the bookkeeping world. CBI walked in with limited knowledge, and BVBS not only guided the process but they also took a massive burden off of our hands. We are forever grateful for their support, work, attention to detail, and knowledge.
- Josephine, Canadian Baggers
BVBS has been an amazing support to help us organize, understand and streamline all of our accounting needs. They were so patient and worked with us to find a system that worked for our company.
-Penny, Steppin' Up Dance Company
Welcome to the Most Real, No-BS Community for Midlife Entrepreneurs
This isn’t just another coaching program. This is your space to get real about business, money, and midlife without the bullsh*t, the shame, or the outdated advice that doesn’t work for us.
We talk about it all things finance - profit margins, business strategy, cash flow, and scaling without burnout.
We tackle all things menopause, brain fog, exhaustion, and the reality of running a business when your body is changing and your patience is thin.
Create a life and business you actually love because midlife is not the time to play small.
Book a free call with Kelly and coach it out—because indecision isn’t making you money.
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