Want to feel confident making strategic financial decisions to grow your business?
ABOUT US
I got you. I know you wanted to start a service-based business to help people while having the time and money to enjoy your life and spend time with your family. But something’s not working.
This money thing just seems to elude you.
we help you strategically plan your business
what we do
Maybe you’ve tried using Quickbooks, but it’s so easy to fall behind, and even when it’s all done you’re not *totally* sure it’s right - let alone what the hell to do with the information that’s in there.
So you tried hiring a bookkeeper, but the monthly reports are like reading Greek - pretty fucking useless.
You know it’s time for more than getting a P&L report every month. You’re ready to feel like you finally have a comprehensive financial strategy that will increase your profits and help you scale your business - you’re ready to be the confident, badass CEO you know you can be!
For maximum profit WITH MINIMAL EFFORT
After over 15 years in corporate healthcare as both a project manager and in leadership, I founded Leo & Vern as a tribute to my grandpa. A man who always believed the best in me and through is business created a legacy that impacted (as of now) four generations.
By combining my years of operational and corporate finance experience, my Bachelor's in Finance and my love of small business coaching I am proud to have built a business that is setting people free from the corporate grind.
Founder & CEO
sarah blanchfield
next team member
Hey There, I 'm Katie Fisher. I have been an accountant for 8 years and as a small business owner for 15 years.
I am passionate about helping other small business owners manage and understand their books.
I am a creative at heart, lover of adventure and traveling, and spending as much time as I can pouring into my hubby and kiddos.
assistant bookkeeper
Katie Fisher
cash flow is king
we believe
Because 85% of online service based businesses fail. And the #1 reason they do is CASH FLOW issues. So instead of just ticking boxes we focus on cash flow because it makes the biggest difference in your ability to keep your business going and growing
people + profits = legacies
we believe
We believe in that wildly supporting our clients and helping them increase their profits is what builds generational wealth aka legacies that change the face of their family. That's why we exist.
what we value
belonging
Intentionally creating an inclusive, welcoming space for business owners to feel seen for who they are, listened to, and deeply known. We are proud to be a woman and LGBTQIA+-owned company and actively work to create a safe space for every member of our community.
we aim for impact
Every decision, action, and communication is designed for maximum impact in helping you reach your goals. It also means using our platform and profits to champion causes that impact the freedom, health, safety, and lives of others, especially in marginalized communities.
we mean to disrupt
We refuse to be content with trying to be the best. We are disrupting the industry. We have redefined what it means to proactively manage your business finances in an ever-changing global, digital economy. We are not a choice but the choice.
let's collab →
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