Rosy Sanchez

About /

From a young age, I knew my purpose was to help others. Watching my parents go through the Great Recession sparked my interest in personal finance and how to be better prepared for an economic setback. In my early banking experience, I developed a passion for empowering others through financial literacy. After earning a degree in Business Finance, I transitioned into accounting recognizing its value in understanding numbers and unlocking new opportunities.

What began as a “side hustle" during the pandemic quickly evolved into a mission to support fellow entrepreneurs seeking freedom from their regular 9-5 job. Working at previous CPA firms honed my technical skills and fueled my journey into pursuing my
business full time.

Through my work, I learned the importance of niche accounting and how each industry has tailored needs. Specifically, I have worked closely in job costing for construction companies and trust accounting for California Attorneys. I have helped contractors, attorneys, realtors, and sales professionals maximize their time and resources by implementing practical systems and providing specialized accounting services.

Leveraging technology and implementing systems has been one of my greatest achievements in creating value for small businesses. My goal is to continue creating an ethical business by adapting to new systems and staying true to my core values without compromising trust. I'm committed to equipping individuals with the knowledge and tools they need to make informed financial decisions and fostering a healthy work life balance.

When I am not pursuing business endeavors, I enjoy being practicing yoga, cooking, exploring new places and immersing myself in nature. Taking time away from work helps me gain clarity and live a more purposeful life to better serve you. I look forward to working together soon!