MoreLifeCPA
MoreLifeCPA
Helping female CPAs and financial professionals discover passion and magic away from their desks.
A community for high-achieving professionals to collaborate as they discover inspiration to carve their own path.
Where corporate women bring fulfillment to their lives outside of the office.
A community of trailblazing women who are destined for more
It’s absolutely possible to experience a successful career with a massive dose of inspired and passion-driven living.
Our members of MoreLifeCPA are dreamers and doers. They are waiting to connect and collaborate with you on the premise that you were made for more than just clocking time at the office.
Like you, they are done chasing paper and are here to discover true magic and adventure outside of their 9-5s.
A collection of intentional resources & events
Take the reigns to infuse more excitement into your life with 100+ professional and personal development resources and events.
These workshops, networking events, and monthly masterminds are curated to cover real-life topics that steer you toward more of what you want and way less of what you don’t.
What you’ll learn is far from the traditional (and, dare we say, unhelpful) content they share in mandatory PDs. It’s relevant and intentional skills that you’ll actually apply. These will help you dial back the pressure of your overwhelming daily schedule so you can make more space & time for yourself.
A safe space that values real talk beyond the daily grind
This is a collective of women who are also navigating the pitfalls of a professional journey that has lacked passion, light, and excitement for far too long.
This is a safe space. Use it to offload the mental and emotional burnout that’s been keeping you from igniting the magic you are destined to experience.
This is a safe space. Use it to offload the mental and emotional burnout that’s been keeping you from igniting the magic you are destined to experience.
We’re not your employer. We’re not your competition. And we’re certainly not here to pass judgment on you for wanting more. In fact, we’re right alongside you.
WHAT PREVIOUS CLIENTS ARE SAYING
I love how you break things up into baby steps. I always get overwhelmed at the thought of doing my books!!
— Steph Rabel, Oh Snap Photo Camper
Such a great meeting today. It cleared a lot up for me! I just thought of another question!! You said for mortgage only the interest can be claimed, are there any rules for property taxes or can the full amount (with the % of space of house) be used?? Thanks again this has been so helpful 🤗
— Jessica Patton, Business Strategist
MoreLifeCPA may be a fit for you if:
✅ You’re seeking a collective of powerful and professional women to help you fuel a more fulfilling life.
✅ You want to enjoy your career and your personal life simultaneously.
✅ You value real, raw conversation over icky, stale networking.
✅ You welcome a social life where you have hobbies and interests that light you up.
✅ You’re ready to step out of career-driven burnout and into more joy with less hustle
MoreLifeCPA is inclusive to all women and non-binary individuals who fit our membership criteria, regardless of biological gender, preferred pronouns, or given names.
MoreLifeCPA may not be a fit for you if:
❌ Your sole priority is to climb the corporate ladder.
❌ Your profession is something other than a CPA, CFA, financial planner, accountant, etc.
❌ You are competitive at all costs and not down to collaborate or hold space for other people’s dissatisfaction of the status quo.
❌ You are looking for a network to sell or promote pyramid-like services and products to. This is not the place!
What’s included
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A Purpose-Driven Community
Find your true passion away from the desk with our community of authentic, high-achieving women who are doing it with you. Join monthly Masterminds and quarterly events to create meaningful relationships and find the inner fulfillment you’ve been missing.
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Real Career-Life Resources
The topics we cover in courses and workshops will help you add adventure to your life as someone whose dreams don’t only lie inside of the corporate box.
This isn’t your typical, boring CPD; it's tools you can actually apply for a more impactful and lit-up life as someone in the financial industry.
* Learning topics include time management & productivity, negotiating (for more than just your salary), heart-centered leadership, investing for retirement, retiring early with financial independence, starting a business, social media marketing, and more!
🤝
No-Ick Networking
Cultivate connections with wellness-inspired networking designed to help you carve your path of balance.
These no-ick events go beyond the surface level. You won’t find small talk about the weather or what you do for work. We go deep into things like why you chose your career path and what triggers you about it.
The goal is to give more than you take, celebrate our collective, and form life-long relationships. To foster these connections, we feature wellness-based and enriching activities such as:
Yoga
Dance
Cooking
Painting
Crafting
Personal development to boost mental, emotional, and spiritual health
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An Inspired Marketplace
Amplify your professional circle through personal connections and a sturdy referral network. The MoreLifeCPA Marketplace will become your runway for hiring employees with aligned values and getting hired by employers who value freedom just like you do.
There’s more to life than sitting at your desk.
Embrace a more fulfilling life with a community of hype women who are doing the same.
KRISTINE HELPED ME GAIN SO MUCH CLARITY ABOUT MY FINANCES AND TAUGHT ME HOW TO KEEP MY BOOKS. FOREVER GRATEFUL
Kristine really knows her numbers! I’ve done a few 1:1 coaching calls with her this year and they’ve been so beneficial that I know I’ll continue coaching with her in 2021. She has helped me gain so much clarity about my finances and taught me how to correctly keep my books (forever grateful).
But the main thing you should know so that Krsitine has an extremely magnetic personality and is so fun to work with! Definitely not your typical accountant. I would 10/10 recommend her to a friend.
— Ang Zalucki, Videographer, A List Studio
I FEEL COMPLETELY CONFIDENT IN MY OWN MONEY MAKING DECISIONS NOW
Kristine at Caritas Company is an absolute accounting legend! Forget what you think about accountants. Kristine is relatable, warm, energetic, and an amazing listener.
Not only will she expertly help you with anything accounting, she will also ask all the right questions, so she can thoroughly understand you and your business to guide you and your money on the right path. I feel completely confident in my own money making decisions because I have Kristine’s expert advice and support by my side.
— Ashlee Steinhauer, Founder, Worthy Jams
KRISTINE EMPOWERS ME TO MAKE THE RIGHT DECISIONS IN MY BUSINESS AND, MOST IMPORTANTLY, NEVER MAKES ME FEEL ASHAMED FOR ASKING QUESTIONS
I cannot say enough good things about my experience working with Kristine. She provides me with the tools and resources to be successful and efficient in organizing and streamlining my business, empowers me with the knowledge I need to make the right decisions and, most importantly, never makes me feel ashamed for asking lots of questions.
I’ve reduced my stress and overwhelm when managing my finances and would 100% recommend her in a heartbeat.
— Mecoh Bain, Photographer
Investment
We accept a limited number of members each INSERT HERE. By submitting your application, your information will be reviewed at the next Membership Committee Meeting. The deadline for applications is INSERT DATE.
INSERT PRICING
*Membership pricing is increasing next quarter.
Submit your application by the deadline to lock in lower pricing!
FAQS
“When can we get started?!”
And other fun questions
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MoreLifeCPA is a private community curated for CPAs and financial professionals looking to expand their passions outside of their corporate careers. Our members are high-achieving women who love their work but are burnt out by the day-to-day demands of the corporate world. Before joining our community, they found themselves in a constant state of hustle and exhaustion without personal fulfillment.
You join MoreLifeCPA because you know you’re meant for more than sitting at your desk. You’ll connect with fellow women who are just as passionate as you about figuring out how to get more joy and inspiration out of life.
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It depends. Please check your profession’s requirements about what is considered a learning activity and what documents they need to verify the learning. We will be happy to provide you with documentation of attendance and learning activities that could support the verification process.
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Absolutely - because joining this community will help you bring more of the balance you desire to your currently packed schedule. But we understand that life happens! If you have obligations during some of our live virtual events, you will receive access to recordings.
The teachings inside the Learning Hub are go-at-your-own-pace, so you can soak them in as you’re winding down on the couch or on your commute to work (if you take public transportation, that is!). The point is you can access them whenever it works for you.
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That is entirely up to you and your employer! But what we know to be true is it never hurts to ask, so we recommend pitching it to them if it feels right to you.
This membership fee must be paid upfront to join, whether you choose our one-time payment or payment plan. However, if your employer agrees to reimburse your membership, we are happy to provide you with documentation of learning activities and program features that prove this supports professional growth and development.
