Integrated Financial Systems
for Spiritual Entrepreneurs
Course + Live Q&A Calls
For service-based spiritual entrepreneurs who want to attract and organize money in ways that are aligned with ethical values for their business
with
Kat Lee
Spiritual Business Mentor
Misa Bacon
Bookkeeper
Beth Gummere
Accountant
Tiffany Jones
Operations Mentor
Nadine Zumot
Life Purpose + Money Energetics Coach
Rocco Tundo
Accountant
Healing money wounds is an initiation that every Spiritual Entrepreneur
will walk through.
Perhaps money represents power, security, resources or love for you. Which is why you’ve been locked in a dynamic of needing to control it or having it control you. This is why it’s not as simple as getting more clients, creating a budget or organizing your bookkeeping. You’re ready to be in a co-creative relationship with money and tap into it’s intentional flow.
Have you hit a plateau in your business because you equate financial abundance with sacrificing your energy, time, morals and happiness?
Do you have “self-sabotaging” thoughts and behaviors that keep you feeling like you’ll never be successful in business?
Do you feel overwhelmed, lost and frozen about setting up your business financial and accounting systems?
Do you give discounts because you’re worried about your client’s (real or perceived) budget ?
This course will help you:
Identify and dissolve subconscious blocks that prevent you from receiving financial abundance
Solidify the financial structure of your business
Look at money as an objective challenge rather than one ensnared with your wounded money story
Understand your bookkeeping so you feel confident in your short and long term spending
Identify the protective behaviors that you have around money (hoarding and overspending) that are no longer serving you or your business
Create systems so you feel empowered, and intentional about the money flowing into and out of your business
The shifts found within…
In the Integrated Financial Systems course,
we explore…
The Yin
energetic intention
The Yang
aligned action
to support the financial health of your business
The nourishing energy of Yin allows you to look at your money wounds as a portal to transmute triggered stories into abundance.
The directive force of Yang helps you create structures in your business, giving you confidence to ride the financial waves of entrepreneurship.
To provide personalized support…
Integrative Financial Systems is a unique journey of self-led coursework and live group exploration
Here’s what you’ll receive:
Immediate access to video curriculum that addresses both the emotional blocks around money and the nuts + bolts to set up the financial systems of your business (you’ll have access for 1 year)
A year of live calls where you can come and ask questions and be coached by Spiritual Business Mentor Kat Lee and Bookkeeper Misa Bacon or Accountant Rocco Tundo
Kenza Collective’s 8-Step Financial System to create a structure so you can begin managing your business in an organized and professional way
2024
Live Call Dates:
April 19 @ 11AM PST (w/ Kat + Misa)
May 8 @ 11AM PST (w/ Kat + Rocco)
July 12 @11AM PST (w/ Kat + Misa)
Oct 18 @11AM PST (w/ Kat + Misa)
When we heal our
money wounds,
we live aligned with purpose while also feeling nourished
The curriculum will guide you to:
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Money is not a monster hiding under the bed waiting to attack you. Nor is it a tyrant that holds your hopes and dreams just out of reach.
Spiritual Business Mentor Kat Lee will help you reframe Money as an energy that is tired of being used in toxic ways. When you release the old narratives and beliefs you inherited about money, you recognize that it holds whatever story you project onto it. With this knowledge, you can learn how to live in co-creative harmony with money.
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Money Energetics Coach Nadine Zumot will help to regulate your nervous system and reframe your beliefs about money using the Money Archetypes system.
Developing awareness around your money wounds acts as an invitation to examine your relationship to having your needs met, your feelings of self-worth and the subconscious beliefs that hold you back from feeling empowered in your business. When you learn how to hold space for yourself in this way, you participate less in behaviors that dysregulate you so you can have money flow into your business without internal dissonance.
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The dreams you have about your business can feel ungrounded if you don’t trust yourself to manage your money. Beth and Tiffany from Kenza Collective will give you a step-by-step framework to create a safe financial container for the creative dreams of your business. Ultimately, the safe structure of a system allows you to lean into your desires because you understand that your needs are worthy of being met and you can trust yourself to create momentum towards your dreams.
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Keeping your bookkeeping organized is an essential skill that every entrepreneur must develop. Understandably, many of us go into a freeze state when we consider organizing our finances. Bookkeper Misa Bacon makes the process digestible, accessible and free of judgement.
You’ll walk away with a clear plan of how to organize your own books or feel educated about hiring someone to support you.
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KAT LEE
Kat is a Trauma-Informed Spiritual Business Mentor, creator of the Business Alchemist Mentorship program and host of The Empowered Curiosity Podcast. She uses the tools of trauma-informed somatic and emotional alchemy to guide soulful entrepreneurs to approach their business as a spiritual practice. This allows them to cultivate businesses that are rooted in conscious values, ethical marketing and purposeful service.
Learn more at kathosoolee.com
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MISA BACON
Misa is your go-to bookkeeping expert and QuickBooks guru. As the founder and CEO of Perfectly Kept Books®, she has made it her mission to help women get comfortable with their numbers so they can feel empowered to make better business decisions. Misa knows that bookkeeping can be a real barrier to success, and she is passionate about removing that barrier by making bookkeeping easy and stress-free.
Learn more at perfectlykeptbooks.com
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NADINE ZUMOT
Creator of The Money Healing podcast and the Money Healing Blueprint, Nadine is a Trauma Informed Money Coach who empowers her communities to heal their relationship with money so they can embody their life's purpose, enjoy life, and experience fulfillment
Learn more at saveamillioncents.com
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BETH GUMMERE
Beth has seen the bank accounts of over 60 companies and is here to tell you that they all look alike, big or small. The important thing is that you HAVE a bank account for your business, that you keep an eye on your finances, and that your business spends less than it makes. If you can do all those things, your company will be solvent. Beth has an MBA and 25 years of accounting experience with small businesses from startup through scaling.
Learn more at kenzacollective.com
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TIFFANY JONES
Tiffany is the CoFounder and CEO of The Kenza Collective where they empower parent entrepreneurs who are searching for a better way to integrate their career goals with parenthood. Tiffany has a deep understanding of what it takes to build a business while also staying true to her desire to be a present Mom, wife, and human. She is passionate about helping other parent-entrepreneurs navigate the tricky waters of working for themselves while raising a family.
Learn more at kenzacollective.com
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Rocco Tundo
Rocco Tundo is a Certified Public Accountant at Marinucci & Associates. He joined the company in the summer of 2003 as an intern and then became a full-time employee in January of 2007 after graduating from the George Washington University. He started studying for the CPA exam in August of 2010 and received his license in July of 2011.Rocco is well versed in individual and business taxation as well as retirement planning and small business consulting. He loves helping clients figure out how to start a new business and advising current clients on how to grow to six figures and above.
Learn more at www.marinuccicpa.com/
Listen to these podcast episodes to understand why we are so passionate about empowering spiritual entrepreneurs
Money is a conduit to create conscious and meaningful change in your community
It’s easy to look around at the extractive economy we live in and feel jaded about money and business. It makes many spiritual entrepreneurs feel like they want to opt out or fight the system.
We hear you.
We want to inspire a different path. We envision a world where entrepreneurs understand money as an energy and ethical businesses are the norm, not the exception. And it begins one small business at a time.
Invitation to check in with yourself:
Do you feel nervouscited to finally shed some light onto your money wounds and work through them in a shame-free community of spiritual entrepreneurs just like you?
Do you want a framework to set your finances up in your business to move it towards the dreams you have to serve?
If the answer to these questions is “Yes”, then that is your call to join the revolution of spiritual entrepreneurs who are seeking to find balance in reciprocity.
If the answer to any one of these questions is a “No”, then please honor the wisdom that landed in your Body.
We hope to connect with you in the Integrated Financial Systems community.
Big Hugs,
Kat, Nadine, Beth, Tiff, Misa and Rocco