Tana is passionate about supporting professional services providers and coaches by providing top-tier financial consulting. Her mission is to help leaders in the women empowerment space achieve their goals by offering customized financial solutions that streamline operations and foster sustainable growth.
ABOUT tana
- Financial Consulting: Personalized advice to optimize your financial strategies so you can grow profitably and sustainably.
- Launch Support: Step-by-step financial guidance through every stage of the process so you can launch with peace of mind.
- Project Greenlighting: Comprehensive financial analysis of your visionary ideas so you can execute with confidence.
- VIP Days: Full or half days with our expert team so you can clean up your books, learn new skills, and more. Full and half days available.
- Services Retainer: Get regular, personalized support for long-term projects or larger issues that take more time to solve.
With decades of experience, Tana offers an array of services designed to meet the unique needs of her clients. She helps clients through:
Tana’s deep understanding of the challenges faced by small businesses allows her to provide tailored solutions that drive success and growth.
tana's Expertise
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Growing up in a small town, Tana developed a strong work ethic and a love for business early on. After earning her bachelor's degree in Business Administration and Management from Arizona State University, she embarked on a diverse career that has spanned various industries, including in-person and digital content creators, personal development gurus, personal trainers, advertising providers, and software engineers. Her roles often involved streamlining processes, improving efficiencies, and providing strategic financial insights.
Meet Tana Kramer
In 2019, Tana began her business to combine her extensive experience with her passion for helping small businesses succeed. Her unique approach integrates practical financial strategies with a deep understanding of her clients' goals and challenges, both financial and mindset.
- Driven: Tana worked her way up from a collections job to developing training programs for a major bank, impacting thousands of employees.
- A heart for small business support: She honed her accounting skills and developed a passion for helping small business owners navigate financial challenges.
- Entrepreneurial mindset: Tana has launched and managed several businesses, including a real estate investment firm, a small food stand, and more, further sharpening her business acumen.
- Strategic: She was the Director of Finance at Hollis Co. and has held Assistant Controller and Controller roles in various companies, ranging from concrete firms to Dunkin’ Donuts franchises and a multimillion-dollar lifestyle brand, where she demonstrated her expertise in financial management and process optimization.
Career Highlights
Tana believes that entrepreneurs need a solid financial foundation and operational support to succeed. Her approach is grounded in helping clients see different paths to achieving their desired results. "My job is not to make someone feel bad about anything," Tana says. "It's to help them see different paths to achieving the results they desire. I enjoy guiding clients from point A to point B and being behind the scenes as they create more abundance in time, money, or connection."
Tana’s Philosophy
- Trust your gut.
- Keep personal and business finances separate.
- Surround yourself with passionate, dedicated people.
Tana is committed to helping you achieve your business goals while maintaining a healthy work-life balance. She is your partner in success.
Words of Wisdom
Worth every penny
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Contact Tana today to schedule a discovery call and your financial wellness assessment to learn how we can support your journey to success.
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