Close to the Heart Values
Don't let accounting hold you back; instead, let it be the stepping stone into prosperity.
Transparency
We believe in transparent financial education; providing our clients with clear, honest, and easily understandable accounting knowledge to build trust and confidence in their financial decisions.
Relationships
We value meaningful connections and are dedicated to fostering lasting relationships with our clients. We see each individual as a partner on their financial learning journey.
Authenticity
Authenticity is at the heart of our mission. We are committed to delivering genuine, relevant, and practical accounting literacy training, ensuring our clients acquire real-world skills that empower them on their financial journeys.
Courage to Dream
We inspire and encourage our clients to dream big and set ambitious financial goals. Our accounting literacy programs instill the confidence and knowledge needed to turn those dreams into reality.
THE PARTNERS
Here to help
We are excited to have you join us on this transformative journey towards financial empowerment. Whether you're a budding entrepreneur, a seasoned business owner, or a trailblazing influencer, together we can make accounting literacy accessible to all.
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Get ready to unlock your financial potential, gain control of your destiny, and make a lasting impact on your business and beyond.
Nicole Nelson, CPA
Nicole Nelson is a corporate trainer and Certified Public Accountant who leads unique and engaging workshops on accounting and financial literacy for a variety of industries (entrepreneurs, law firms, medical practices, sports teams, student athletes, and home schools). Nicole has twenty years of public accounting experience working for BDO USA, LLP as an auditor where she also designed, developed, and led a variety of trainings and presentations for audiences both internal and external to the firm. Nicole also has consulting experience, assisting clients with a variety of special projects, analyses, research memos, and routine close procedures.
Nicole is accredited to train Color Accounting™ and enjoys helping people realize how a basic understanding of finance can transform their relationship with their business. She delivers interactive sessions that explain the fundamentals of accounting and provide a holistic understanding of business; improving financial communication and decision-making in the workplace.
Kristen Del Dosso, CPA & MBA
Kristen Del Dosso, a seasoned Certified Public Accountant (CPA) with 15 years of diverse experience across public and private enterprises, with revenues from $7 million to $1 billion. Kristen's expertise spans industries such as supply chain management, aerospace and defense, consumer products, and medical devices.
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During her career, Kristen's focus evolved into mentoring and educating, extending beyond her direct reports to business owners and board members. Her mission? To enhance their understanding of company finances, budgets, and cash forecasts, simplifying complex financial concepts. Kristen boasts an impressive consulting background, excelling in special projects, in-depth analyses, and month-end closing procedures. She's your go-to expert for navigating the "where did we go wrong" accounting intricacies.
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Kristen is accredited to train Color Accounting™ system, and takes pleasure in assisting individuals in discovering how a fundamental grasp of accounting literacy can revolutionize their connection with their business. She conducts engaging sessions that demystify the essentials of accounting and offer a comprehensive grasp of business operations, enhancing financial communication and decision-making in professional settings. She's geared up to support startups, student athletes, influencers, and professionals in their business accounting journeys.
Work in Numbers
41
Combined Years of Experience
50
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Happy clients we've worked with
1
Years in business
