“Bookkeeping + Financial Planning”
Run your practice—not your books. Join us for this webinar to see how My Financial Coach can help your business and/or small medical practice run smoother with the help of bookkeeping! Instead of spending 15+ hours a week sorting receipts and reconciling accounts, you’ll have your figures organized with FINRA-Level Precision by professionals who are trusted by CEOs and CFOs—be tax-ready year-round. Have questions? Stay for the Q and A.
Summer Stiebel
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Summer Stiebel brings a unique blend of analytical precision and operational insight to her role as a bookkeeping consultant. Her background spans private equity, CPA firm operations, and fund administration, with a specialization in uncovering patterns and inefficiencies within financial systems. She has worked with high-growth startups, family-run businesses, and boutique financial firms to implement sustainable bookkeeping practices that go beyond compliance to support strategic decision-making. Summer is known for her ability to translate complex financial narratives into clear, actionable insights and is passionate about empowering business owners to feel confident and in control of their financial data.
Katelyn Adadey
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As a bookkeeping consultant, Katelyn provides operational clarity and ensures integrity aligned with GAAP for growing businesses that require clean and reliable financials. With experience leading multiple bookkeeping firms and partnering with startups and mid-sized companies, she excels at streamlining systems and uncovering inefficiencies that impact performance. Katelyn’s approach goes beyond merely balancing the books; she refines workflows, ensures compliance, and transforms financial data into clear insights that facilitate smarter decision-making. Her work focuses on helping business owners understand and leverage their financial data to make smarter, faster decisions.