Does the thought of looking at your books give you a headache? Let’s change that. Finances can feel heavy, especially when you're running a heart-centered business and trying to balance passion with profit. In this episode, Kelly Marshall joins us to share how she helps conscious entrepreneurs get clarity and confidence with their finances.

Kelly brings a refreshing, holistic perspective to bookkeeping. With a background that blends corporate financial expertise and energy work, she meets her clients with empathy, strategy, and a belief that good people can change the world when they feel empowered about money.

In this Episode:

How Sacred Money Archetypes reveal your financial habits and empower your decisions.
The biggest mistakes small business owners make with bookkeeping (and how to fix them).
Why compassionate, judgment-free support from your financial team is essential for success.

Find It Quickly:

00:36 - Meet Kelly Marshall: Financial Wellness Coach

01:12 - Understanding Conscious Entrepreneurship

01:46 - Jane: Your Practice Management Solution

03:26 - Kelly Marshall's Financial Services

12:01 - Exploring Money Mindset and Archetypes

22:12 - Introducing the New Team Member

22:29 - Balancing Risk and Growth

22:54 - Supporting Your Business Partner

23:21 - Sponsor Break: Jane App

23:56 - Understanding Archetypes for Success

24:52 - The Importance of Bookkeeping