Helping entrepreneurs understand, manage, and grow their resources
Taking Care of What You Earn and Spend
Ways we help business owners gain clarity about their financial situation
Bookkeeping & Accounting
We build and maintain clean, organized accounting systems for both businesses and individuals. Powerful reporting is essential and produced for all our clients. We work with your tax preparer at year end, and provide services such as payroll and invoicing management.
Advisory & Analysis
Do you ever wonder if you can afford to implement an idea, add a new product, or hire additional team? Advisory services such as cash flow projections and budgeting give you context to make sound decisions personally and in your business. Analysis and regular consultations give you a clear understanding of your financial picture and what can be changed and improved.
Coaching & Growth
We provide two types of coaching services. YNAB coaching supports you to align your financial habits with your most important goals. Identity coaching helps you move from deep-seated beliefs such as scarcity and isolation into the wealth identity consistent with who you're becoming.
Approach & Background
Patricia Reddish is a seasoned financial coach and business strategist who empowers entrepreneurs and individuals to achieve financial clarity, confidence, and success. With over two decades of experience in cash flow management, financial forecasting, and personalized financial planning, Patricia has helped her clients transform their financial lives and businesses.
As the founder of her own financial coaching practice, Patricia offers a unique methodology that combines technical financial acumen with transformational coaching techniques, helping clients not just manage their money, but transform their relationship with it. Whether you're an entrepreneur looking to scale your business or an individual seeking financial freedom, Patricia provides the tools, strategies, and support to help you achieve your financial goals and beyond.
"We can't become ourselves by ourselves."
Dr. Claire Zammit
Schedule a Consultation
Curious about how your financial life can improve? Contact me to schedule a complimentary discovery session.
PO Box 426, Cambria, California 93428
