How We Can Work Together
Whether you’re building a bold new brand, growing your thought leadership, or just need one piece of the puzzle taken off your plate, I’m here to help you show up clearly and confidently. From strategy to execution, every service is built with accountants and bookkeepers in mind.
services
Your message matters.
Let’s make it land.
If you’re tired of trying to DIY your brand between deadlines or have outgrown the messaging that got you here, this is your sign to hand it off to someone who gets it. I work exclusively with accounting and bookkeeping professionals, so you won’t need to explain your world before we get started. Whether you're dreaming big or simply want your presence to match your expertise, we’ll build a brand foundation that’s clear, consistent, and built to grow with you.
You don’t need a full rebrand to start showing up—you just need the right support from someone who understands your industry and your goals.
"Charlotte’s ability to represent my brand and manage countless tasks is remarkable. Her support lets me focus on growing my brand, delivering great presentations, and staying relevant. I can’t imagine a better partner."
Got to Show Up, Not Catch Up
Dawn
"Think Katie's work is just for women? Think again. I'm a man (obviously), and my business tripled, too!"
Made six figures:
Joshua
real results
"When your brand feels like you, it connects with the people who are meant to find you."
— ME, YESTERDAY
You are a firm owner or a future thought leader who’s stepping into a bigger chapter and wants high-touch support from someone who truly understands the accounting space.
A GOOD FIT FOR YOU IF:
Whether you’re rebranding after a merger, launching your personal brand, or finally ready to stop piecing things together, The Signature Package gives you everything you need to show up clearly, consistently, and confidently. We’ll work together on your messaging, brand voice, visual identity, website copy, speaker strategy, social presence, and more—so every part of your brand actually reflects the expert you are. This isn’t just a service. It’s a partnership built to grow with you.
Messaging. Strategy. Copy. Visibility. It’s all here—so your brand can finally keep up with your growth.
The Signature Package
The Ease-In Option
Whether you’re just starting to share your voice or coming back after a business pivot, this package helps you build visibility without having to “go big” right away. We’ll shape your brand direction, clarify your messaging, support your speaker journey, and create content systems that make sense for where you are. It’s designed to give you structure, strategy, and confidence—without trying to do it all at once.
Build your presence with purpose (not the overwhelm) one strategic step at a time.
A GOOD FIT FOR YOU IF:
You’re a boutique firm owner or aspiring speaker who’s ready to grow your presence slowly and intentionally, with expert support that meets you where you are.
You’re a seasoned thought leader or firm owner who wants to delegate one key area of your brand to someone who understands your voice, your audience, and your goals.
A GOOD FIT FOR YOU IF:
You’ve built a brand that’s working, and now you just need one part of it to keep running smoothly. Whether it's monthly email newsletters, scheduling your social posts, managing speaker session logistics, or keeping your Kajabi content updated, this package gives you focused, reliable support. It’s designed to take one thing off your plate so you can stay in your lane and keep showing up without the stress.
Sometimes you don’t need “all the things”—you just need the right thing handled, the right way.
The Brand Support Package
She jumps in, figures things out, and brings your ideas to life without hesitation or hand-holding. Whether she’s helping lead the Accounting Cornerstone Foundation, managing my MasterYourBooks® cohorts, or stepping in as my community support ninja during live trainings, she meets every role with clarity, adaptability, and total trust. I call her my business bestie for a reason—because she helps me stay in my lane, keep my magic going, and know everything behind the scenes is taken care of. Charlotte is the kind of collaborator every creative, educator, or accounting pro dreams of.
"Charlotte brings this calm, confident energy that instantly makes you feel supported—like you don’t have to carry it all yourself anymore."
Handled less, delivered more
Mariette
Charlotte consistently looked out for me by flagging speaking submission deadlines I would’ve missed, and she always brought clarity and encouragement when I felt unsure about direction.
Charlotte was one of the few people who genuinely cared about my growth, not just as a brand—but as a person. I’m grateful for her insight and belief in me, especially in those early days when everything was still forming.
"Even before TheBalancedCPA had a name, Charlotte was in my corner, helping me make sense of where I wanted my brand to go."
Built His Brand With Confidence
Nick
She will help with the core functions, as you would expect, but she's also a creative thinker when it comes to the strategy behind the marketing. She is talented, responsive, reliable, and an all-around star.
"Charlotte is so much more than a marketing person."
Sean
Got Strategy, Not Just Services
She didn’t just help me with branding. She built the entire foundation for my Glass Wallet Ventures brand and brought my Scaleable 2 Saleable course to life from concept to execution. From visual identity to voice, from strategy to design, she made sure everything aligned with my vision while elevating it far beyond what I could’ve created alone.
Charlotte is not just creative, she’s strategic, intuitive, and deeply committed to getting it right. I throw her ten half-formed thoughts, and she comes back with a brand I’m proud to stand behind.
If you want someone who can understand your vision, shape your brand, and build something that actually connects, Charlotte is the one.
"Charlotte has a unique ability to take all the ideas swirling around in my head and bring them to life clearly, cohesively, and beautifully."
Vision Became a Brand She’s Proud Of
Sharrin's
People are Talking
100%
“I finally feel like me.”
13+
Endless
3
Let’s talk about your next chapter—and how to show up with clarity and confidence.
You’ve got the skills. Now let’s build the brand to match.
Ready When You Are
A no-pressure, 20-minute chat to see if we’re the right fit.