I'm so excited to share today's interview with you and the conversation that I have with one of my incredible clients and bookkeeper and financial coach extraordinaire Bree Herman.

With years and oodles of experience in the bookkeeping space, Bree has become a trusted expert in helping business owners simplify and streamline their finances. Her mission is to empower entrepreneurs to achieve long-term financial stability, both in their businesses and home lives. Bree's unique approach injects a dose of fun into financial management while ensuring all the necessary information is in place for tax purposes. Recognizing the gaps in the industry, she passionately works towards bridging them for her clients, enabling them to step into the role of their business's CFO.

I love that Bree and I are able to come together and have this conversation particularly because she can really shed light on the bookkeeper’s perspective of how CEOs are handling their money and what habits she wishes they would implement more. I think this is just such an awesome conversation to be having to help you, the business owner, see what's the difference between financial coaching and bookkeeping, help identify what your next move should be when it comes to your money, and of course it’ll give you a big dose of encouragement and inspiration to take action with your money!

Connect with Bree:
Website: www.hermanledge.com
Facebook: https://www.facebook.com/brianaherman0/
https://www.facebook.com/hermanledge
Instagram: https://www.instagram.com/hermanledge/
Profit Planning Lab membership: https://www.plan4profitllc.com/ProfitPlanningLab

Connect with Katy:

IG: https://www.instagram.com/katy_almstrom

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