Kristin Gunderson

With over 25 years of experience, I have continued to grow and help my clients minimize their tax burden, increase their cash flow, and strategically grow their businesses. Throughout my career, I've continuously expanded my knowledge to better assist clients. I've successfully integrated Profit First methodology into my practice, benefiting both my business and clients. As a small business CFO, I specialize in analyzing data, understanding client goals, and diagnosing business strengths and weaknesses. I excel at identifying and addressing issues to keep businesses on track towards their objectives. In 2023, my focus shifted towards self-directed retirement accounts and wealth-building strategies outside of traditional financial planning avenues. Inspired by Mark J Kohler's expertise, I sought to implement these strategies as an advisor to further assist my clients. My purpose statement is: to lead people into correct business strategies that guarantee long term successful results. I'm passionate about what I do, and I thrive on helping clients achieve financial efficiency and growth. If you're seeking advice on minimizing tax burdens, optimizing cash flow, and strategically expanding your business and wealth, let's connect for a FREE discovery call. Together, we'll lay the groundwork for your long-term success!