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MEET MARSHA

I help business
owners
stop avoiding their numbers
and 
start leading them.

I've watched too many talented, hardworking entrepreneurs lose sleep over their finances — not because they aren't smart, but because no one ever gave them a clear picture and a practical system to work with.

 

That's exactly what I built Spiritual Sage to do — through financial clarity coaching and practical systems that actually work in real businesses.

Master's in Accounting
Certified Life Coach
QuickBooks Online
20+ Years Finance & Leadership
WHY I DO THIS WORK

The moment I knew
this was my work to do.

I spent over 20 years in corporate finance operations. I was good at it. But when I stepped out to start coaching and bookkeeping for small businesses, something shifted — I started seeing a pattern I couldn't unsee.

Business owner after business owner — clients, friends, family — all avoiding their numbers. Not because they were bad at business, but because of shame, fear, and a complete lack of a system that made sense for the way they actually operated.

"Nothing wakes you up at 2am quite like — wait, am I actually going to make payroll?"

I've heard that story more times than I can count. And I've seen what happens when someone finally gets a clear financial picture — how they show up differently for their business, how the anxiety fades, how the decisions get easier. That transformation is why I do this.

WHAT I KEPT SEEING

Talented business owners making decisions based on their bank balance instead of a real financial picture — and feeling ashamed to admit it.

WHAT WAS MISSING

Simple analysis they could actually understand, combined with someone to coach them through the mindset piece — the fear and avoidance that kept them stuck.

WHAT CHANGED EVERYTHING

When clients got clarity on their numbers, the burnout started to lift. Financial stress is one of the biggest drivers of entrepreneurial burnout — and clarity is the antidote.

WHAT I BUILT

A practice that combines real financial expertise with coaching — so clients get both the numbers and the mindset support they need to truly move forward.

MY BACKGROUND

The experience

behind the work.

20+ YEARS

20+ Years Finance & Leadership

Built a career in finance operations — leading teams, managing complex financials, and developing the analytical instincts that now serve my clients every day.

ACADEMIC FOUNDATION

Master's Degree in Accounting

Graduate-level accounting education that underpins everything — from monthly bookkeeping to the financial clarity frameworks I teach entrepreneurs.

CERTIFIED

Life Coach Certification

Formal coaching training that gave me the tools to address what the spreadsheets can't — the mindset, the fear, and the stories we tell ourselves about money.

TODAY

Spiritual Sage LLC

​Combining all of it — financial expertise, coaching, and lived experience as a business owner — to help entrepreneurs get clear on their money and confident in their decisions.

BEYOND THE BUSINESS

The person

behind the work.

👩‍👦‍👦

Mom of Three Boys

I know what it means to run a business while also running a household, managing schedules, and showing up for the people who need you. The juggle is real — and it's part of why I care so deeply about helping entrepreneurs build businesses that don't swallow them whole.

🌿

Grounded in Purpose

Spiritual Sage wasn't built on a business plan. It was built on a genuine belief that financial clarity changes how people show up — in their businesses, in their families, and in their own lives. That's not just a brand story. It's what I've watched happen, over and over, with real clients.

WORKING WITH ME

What you can
always expect.

Whether you're here for coaching, bookkeeping, or both — there are a few things that are true of every engagement.

01

No Judgment

Wherever your books are right now, however long you've been avoiding it — we start from where you are, not where you think you should be.

02

Real Clarity

No jargon, no vague advice. You'll leave every session or report knowing exactly where you stand and what to do next.

03

Accuracy Matters

I hold my work to a high standard. Your financial reports and coaching frameworks are built on real numbers — not estimates or approximations.

READY TO WORK TOGETHER?

Let's figure out
the right next step.

Book a free 60-minute consult and let's talk about where you are, what's feeling hard, and whether coaching, bookkeeping — or both — is the right fit for where you want to go.

No pressure. No pitch. Just clarity.
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