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About

Helping individuals, Non-Profits, Small Businesses & more seek their next $10,000 and become "Rich Auntie Status" or "Suave Uncle"

by saving better than a CFO. Generational Wealth is not generated overnight, here is my journey to become THAT Rich Auntie.

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CLIENT WIN: $75,300 [& growing]

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15 years in Finance Industry Helping first time entrepreneurs see longevity in their business, while building out their business structures.

Where did it all begin?

​Growing up, my parents set a strong example of hard work, balancing corporate jobs, network marketing, volunteering, and small businesses simultaneously. From age 7, I attended family business tax meetings, fostering my entrepreneurial spirit.

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  • Background: Tennessee native and H.B.C.U. graduate from Tennessee State University with a B.A. in Accounting.

  • Professional Experience: Worked with HCA Healthcare in Finance & Analytics and HR department, multiple Accounting firms, multiple small businesses all over TN, a private university in the Scholarship and Fiscal Affairs office and more.

  • Music Industry Expertise: Worked with Business and Financial Management companies on 'Music Row,' gaining valuable experience in the music industry. Also, had experience being behind the scenes building studios and handling financial assistance to producers and artist with Miami, FL clientele.

  • Entrepreneurial Spirit: Raised in a family of entrepreneurs, instilled with a passion for sharing knowledge and educating others. Started attending family business tax meetings in the dining room fostering early interest in Accounting.

  • Passion: Seeking funding for Non-Profits and Entrepreneurs, helping out the next generation by teaching about importance of financial literacy, as well as sharing the joy's of yoga and how health is wealth. #1 Goal is to put Financial literacy into school systems as well as foster care system.

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“Who is helping the small business owner?

In 2017 after stepping away from corporate and taking charge of my career, I became a Freelance Accountant. All of the business skills, Bookkeeping, Money management, processes and strategic thinking skills that I got paid from one company I knew I could add value to others.

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  • Utilized business skills, bookkeeping expertise, money management, and strategic thinking to assist various industries in Nashville, TN.

  • Specialized in short-term contracts, providing guidance to businesses during staffing gaps like maternity leaves.

  • Worked with diverse sectors, including Foster Care, Construction, Business Consulting, Janitorial services, Hospitality, Non-Profits, and CPA Firms.

  • Passionate about helping small business owners achieve financial stability, business growth, and create legacies for their families.

  • Shares expertise and insights on financial literacy and business management via social media platform @BudgetsbyJoi.

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Client Testimonials

"I have been following for a while since 2020 on instagram, You provided quick and relatable content. Knowledgable about your field. Detailed when needed, and stood out by your credentials."
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