Collaborate With Me
Hey, I'm Jeannie!
Let's Make Business Finances Feel Less Intimidating
Hi, I'm Jeannie Guzmán—an accountant, bookkeeper, and Financial Clarity Coach who loves helping women business owners understand their numbers without the overwhelm.
With more than 20 years of accounting experience, I bring real-world financial expertise to conversations, trainings, workshops, and collaborations in a practical, approachable, and judgment-free way.
If your audience includes women building businesses who want more clarity and confidence around their money, I'd love to explore how we could work together.
Who I Help
I help service-based women business owners understand their numbers, organize their finances, and make confident business decisions without financial confusion.
My sweet spot is helping the business owner who is making money—but behind the scenes, her bookkeeping feels messy, she isn't quite sure what her numbers are telling her, or she knows she should be paying more attention to her finances but doesn't know where to start.
Areas of Expertise
Bookkeeping & Financial Organization
Creating simple systems that help business owners stay organized and know what's happening financially.
Understanding Your Business Numbers
Breaking down financial information so business owners know what their numbers actually mean.
Cash Flow & Profit Clarity
Helping business owners understand why making money doesn't always mean keeping money.
Simple Financial Systems
Creating realistic financial routines that don't require complicated spreadsheets or hours of bookkeeping every week.
Financial Confidence for Women Business Owners
Helping women move past avoidance and confusion so they can confidently use their numbers to make decisions.
Ways We Can Collaborate
I'm open to collaborations that provide practical value to women business owners, including:
Podcast interviews
Guest trainings
Virtual summits
Joint workshops
Live interviews
Community Q&As
Panels
Bundle contributions
Newsletter swaps
Giveaways
Expert roundups
Aligned affiliate partnerships
Have another idea? I'm open to hearing it.
Speaking, Interview & Training Topics
The 5 Numbers Every Business Owner Needs to Know
You don't need to become an accountant to understand your business. I'll break down the essential numbers business owners should know and explain how they can use them to make better decisions.
You're Making Money... So Where Is It Going?
Revenue is coming in, but somehow there never seems to be enough left. We'll talk about the difference between revenue, profit, and cash flow—and why understanding that difference matters.
Bookkeeping Without the Overwhelm
What do business owners really need to keep organized? I'll help your audience simplify bookkeeping, stop overcomplicating their financial systems, and create a routine they can actually maintain.
From Financial Fog to Financial Clarity
Using my CLEAR Framework, I'll walk your audience through a simpler way to understand where their business stands financially, identify what needs attention, and know what to do next.
Previous Collaborations & Appearances
I've created and delivered financial trainings, workshops, challenges, assessments, and educational resources for women business owners and have participated in collaborative bundles and resource roundups.
I'm continuing to expand my collaborations through podcasts, guest trainings, summits, workshops, communities, and events.
See Me Teach →
https://www.youtube.com/@BookkeepingwithJeannie
Explore Her Money System →
What It's Like to Work With Me
Whether I'm working one-on-one with a bookkeeping client or teaching a group of business owners, my goal is the same: make financial conversations feel comfortable, understandable, and useful.
I want people to leave feeling clearer about their numbers—and knowing exactly what they can do next.
TESTIMONIALS
What others are saying
"YOU TWO ARE FABULOUS!!!! I cannot begin to express how grateful I am for the thorough job you are doing!!"
- Sarah (bookkeeping client)
"Than last but not least! - Jeannie is such a warm and caring woman! She has a brilliant mind and such great advice and pointers. She has amazing docs that are helping me work through my books and my taxes. She did not try to sell me on her bookkeeping services, it never even came up, she walked me through little tricks and tips and little things that can make all the difference come tax session, which is right around the corner! She was super friendly, upbeat, caring, and just a great human being. Thank you so much Jeannie, for all the insight and the tips and tricks you provided to me, I can not thank you enough!"
(Nicole Pare Safeharbor IT)
For the past decade, Jeannie and West Valley Accounting Services have been an invaluable partner to our nonprofit organization. Her expertise in bookkeeping and accounting has kept our financial operations running smoothly, but it's her genuine commitment to our mission that truly sets her apart.
Jeannie consistently goes above and beyond what we could ever expect from an accounting professional. Through the years she has generously shared her time and knowledge, patiently guiding us through complex financial matters and helping us maintain compliance with nonprofit regulations. Her kindness and understanding of the unique challenges nonprofits face have made her not just a service provider, but a trusted advisor and advocate for our cause.
We cannot recommend Jeannie and West Valley Accounting Services highly enough. She's more than an accountant; she's a true partner in our nonprofit's success. Any organization would be fortunate to work with someone of her caliber, integrity, and heart."
- Kimberly, Mindfulness First
Suggested Interview Questions
Not sure where to start? Here are a few questions I'm always happy to dig into:
What numbers should every business owner know?
Why can a business be making money but still feel broke?
What are the biggest bookkeeping mistakes you see small business owners make?
How often should a business owner actually look at her numbers?
What should someone do if she's months behind on bookkeeping?
What's the difference between revenue, profit, and cash flow?
How do you know when it's time to hire a bookkeeper?
What financial reports should a business owner understand?
What is the CLEAR Framework?
What's one simple financial habit every business owner can start this week?
Media & Headshots
Need a photo or bio for your event, podcast, website, or promotional materials?
You're welcome to use the approved resources below when promoting our collaboration.
Download Headshots→https://drive.google.com/drive/folders/103s9cz4XIF83pCnmebrr9MnIWFXw-iRj?usp=drive_link
Short Bio →
Jeannie Guzmán is an accountant, bookkeeper, and Financial Clarity Coach with more than 20 years of experience. She helps women business owners simplify their finances, understand their numbers, and make confident business decisions. Known for her practical, judgment-free approach, Jeannie makes bookkeeping and business finances feel less intimidating and easier to understand.
Let's Collaborate
Have a podcast, community, summit, event, bundle, newsletter, or creative idea that feels like a good fit?
I'd love to hear about it.
Email me at [email protected] with a little information about your audience, your collaboration idea, and any important dates or deadlines.
Let's create something useful together.
