Click Here To Access The Free Masterclass & Learn The 3 Step Formula To Get Paid For What You Love To Do!

WHAT I DO

My proprietary methodology is centered around the three fundamental Ps of business: Passion, Profit, and Purpose. A business with passion leverages your talents and interests. A business with profit generates revenue. A business with purpose aligns with what matters most to you. And a business that seamlessly unites all three flourishes. I help you assess, define, and connect these essential components to build sustainable, prosperous, and equitable businesses so you can have more freedom and choice in your life.

1:1 COACHING PROGRAMS

When I work with a business owner, I apply my 3P Formula, based on Passion, Profit, and Purpose, to their business by taking a deep dive into each of these essential components. Together, we’ll roll up our sleeves to uncover truths about their strengths and their business’ current reality, unlock new possibilities, and connect the dots to create strategies proven to increase profitability. As a successful entrepreneur, CPA, and fellow business owner, I share with my clients my years of financial wisdom, serving as their personal “profit whisperer” in the
3P Formula 1:1 Coaching Program.

Click Here To Book A FREE 45 Minute Strategy Call With Me

BOOTCAMP COACHING

As a successful entrepreneur, CPA, and fellow business owner, I’ve taken my years of financial wisdom and created a methodology designed to help you explore and align your passion, profit, and purpose to build a sustainable, prosperous, and equitable business. The 3P Formula Coaching Bootcamp will help you connect the dots to create strategies proven to increase profitability.

Click Here To Learn More

THIS IS WHAT CLIENTS SAY ABOUT ME

Wendy provides a personal relationship with us and supports our needs in terms of things that go beyond finances. Wendy and her firm are our Finance Department and keep us on the path to fulfilling our mission.

Maritza Guerrero – President at Community Family Centers

Wendy is a high-level team asset and provides valuable knowledge for our business. Working with Wendy and her team puts me at ease knowing my financial plan is under control.

Ui Culbertson – President at Culbertson Resources Inc.

Wendy and her firm are very relatable people. They have deep faith. They have a heart for what we do and a passion for us being successful. When Wendy’s team stepped into our church they were able to run a deep audit and help us identify our mistakes and get on the right financial path.

Curtiss Lanham – Outreach & Missions Pastor at CrossPoint Luthern Church

Wendy has helped us be more transparent with our city and improve our outside prospective and comfort to others. She has directed us to make different operational choices to create a better environment for all.

Jackie Traywick – COO at Central Houston Inc.

ON DEMAND MASTERCLASS

When your passion, profit, and purpose are out of alignment, you and your business suffer.

Maybe you’re so enthralled with a business idea that you charge full steam ahead… only to plateau and wonder what went wrong.
But in business, it’s not enough to solely have passion, for your profits will suffer, and you’ll ultimately wander aimlessly without purpose.
Purpose is wonderful, but without a tie-back to your strengths and a sound means to generate revenue, you’ll be frustrated and stalled.
And even profit alone won’t work when your heart and talents aren’t engaged in your business.
 
A business that seamlessly unites all three flourishes.
 

Watch my FREE Masterclass where I walk you through my three step formula to help business owners like you assess, define, and connect these essential components to build sustainable, prosperous, and equitable businesses to have more freedom and choice in their lives.