explore your personal roadmap
explore your business roadmap
CFO + Bookkeeping Services for small business owners, individuals, and families who want to build a legacy and invest in what matters.
Transform Your Business & Personal Finances from Scattered to Strategic.
Create a clear financial roadmap for your and your family's future. We'll help you create a budget, develop better spending habits, and build a legacy that impacts your family and community.
Personal Finances
Create a clear financial roadmap for your business' future. We'll help you with your day-to-day financial management so you can focus on growing your business.
Business Finances
Whether you're growing a business or building your or your family's legacy, we'll help transform your financial stress into financial success.
Complex Finances
Simple Solutions for
learn more about me
Hi, I'm Jennifer (you can call me Jenn). I’m the owner of Roadmap Finances. My journey with money has been deeply personal. Growing up, I witnessed both sides of the financial spectrum – from wealth to poverty – and struggled to reconcile my faith with financial success. After years of messy finances, I learned that when money is stewarded well, it can be a powerful tool for changing lives and creating lasting impact.
My love for numbers came naturally, and it is there I found my calling in helping others transform their relationship with money. Today, I guide business owners, individuals, and families in organizing their finances so that they can build a legacy that serves their family and community. As a business owner who’s been debt-free for over four years, and who is still working to build a legacy for my family and community, I understand both the practical and emotional sides of financial transformation.
Meet Jennifer
Where Faith, Family Legacy, & Finances Meet.
natalie
She produces quality work in a timely fashion. Jennifer is reliable, a problem-solver, and has exceptional customer service sills. I look forward to working with Jennifer and her team on my next project.
Jennifer is the quintessential professional.
emery
As a business owner with multiple companies one can imagine what it takes to organize and streamline your books. Jennifer and her team make the process simple. I would recommend Roadmap Finances to anyone.
I have been working with Roadmap Finances for a year and a half now ad have been more than pleased with their services.
frank
They did an outstanding job and were clean on the pricing. I highly recommend them!
Jennifer and her team at Roadmap Finances stepped up for me when I needed the extra help.
tiffany
Jennifer was able to help me organize my books and have them ready and in order for my accountant. I highly recommend!
As a new business owner my bookkeeping was all over the place.
linda
Jennifer and her team have been extremely helpful in helping our company become efficient in QuickBooks so that we can give our clients more of our time. I highly recommend!
john
She is willing and ready to take on the jobs we need and go above and beyond to get the jobs completed on time. I highly recommend Jennifer and her team!
Over the last 5+ years I have hired Jennifer multiple times to assist my company during our busy season.
Start Your Financial Journey
We will help you transform your scattered finances into organized finances. You'll save time, reduce stress, and build confidence knowing exactly where your money is going each month.
Transform your finances
step three
During your personalized consultation, we’ll review and analyze your financial situation and create a clear action plan that fits your budget.
Discover Together
step two
Fill out our quick contact form to share your current financial challenges and goals. We'll learn about your business and or your or your family's unique needs and determine the best road forward.
contact us
step one
No more scattered finances or sleepless nights. Here's how we'll help you take control.
YOUR JOURNEY TO FINANCIAL CLARITY IN THREE STEPS
start your financial journey
Ready to organize your finances and create a legacy? Let's connect.
