CFO Coach

Trish has spent her career doing one thing really well: making the numbers work for people. With a Master's in Taxation, the Personal Financial Specialist designation, and experience across public accounting, auditing, and private investment, she knows what small businesses actually need — and it's not more complexity.

What drives Trish isn't complex structures — it's helping business owners see the big picture. She believes that thoughtful, straightforward planning can bring real peace of mind, protect what matters most, and help businesses genuinely prosper.

Trish has a particular passion for health and wellness and the creative and professional services space. When she's not helping clients get out of the weeds, you'll find her pursuing all things beautiful — and probably prioritizing the people in her life over her inbox.