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From Chaos to Clarity — With a CFO Who Gets It
You’ve built something big — but behind the scenes, it feels like you’re juggling broken systems, messy books, and late-night spreadsheets you don’t have time to sort out. You’re smart, successful, and still wondering: “Why does this part feel so hard?” You’re not alone — and you don’t have to stay stuck.
I started Account On Mysti to help high-earning founders and investors stop flying blind and start making data-driven decisions with confidence. With over 30 years in accounting and deep experience across real estate and multi-entity businesses, I bridge the gap between bookkeeping, tax planning, and true financial strategy.
This isn’t basic bookkeeping. It’s real partnership — built around your long-term vision.
Our
Story
When I launched this business, I was chasing freedom — for myself, my family, and the clients I serve. I bootstrapped while raising a family, homeschooling kids, and building a practice that now supports business owners across industries and investment portfolios.
What I’ve learned: success doesn’t remove complexity. It multiplies it — unless you have the right systems and people. I built this business to be that “right person” for entrepreneurs like you.
Our Mission Statement
Account On Mysti exists to bring clarity, control, and confidence to ambitious business owners and investors. When your numbers are clean and your strategy aligned, growth stops feeling risky — and starts feeling inevitable.
Here’s How It Works
1.
Discovery Call
You share your goals, pain points, and current setup. I ask the right questions — no jargon, no judgment.
2.
Systems Setup + Audit
We connect your books, entities, and tools. I flag any red flags and outline a custom plan to get you cleaned up and streamlined.
3.
Book Cleanup + Strategy
Whether it’s catch-up work, tax prep, or system integration, I take it off your plate. You stay in the loop — but out of the weeds.
4.
Monthly CFO Support
You get clear reports, tax-smart strategy, and ongoing insights that support smarter decisions and sustainable growth.