Hi, I’m Alicia.
I’ve always believed that financial clarity is about more than numbers on a spreadsheet. Money touches nearly every part of our lives — our stress, our goals, our relationships, our sense of security, and our ability to build the future we want. At its best, financial guidance should not simply organize information. It should help people feel more grounded, capable, and supported.
My journey began when I was eighteen years old, keeping the books for a preschool. What started as an accounting role quickly became something deeper: a desire to help people create stability and confidence in the midst of everyday life and business responsibilities. Over the years, I have worked with small family-owned businesses, nonprofits, churches, construction companies, and large corporate systems, helping clients navigate everything from bookkeeping and payroll to reporting, systems, and organizational growth.
I hold degrees in Business, Accounting, and Psychology, as well as a Master’s in Theology with a focus on pastoral counseling. I am also a Certified Public Accountant (CPA), a Certified QuickBooks ProAdvisor, Xero Certified, and Bill.com Certified. But more important than any credential is the philosophy behind the work: people deserve financial support that is practical, compassionate, educational, and empowering.
My graduate studies focused heavily on trauma, healing, meaning-making, and the ways people move through difficult or uncertain seasons. That perspective deeply shapes the way I approach coaching and financial guidance today. Financial stress is rarely just about numbers. Often, it is tied to overwhelm, fear, burnout, shame, uncertainty, or simply never having been given the tools and support needed to feel confident managing financial decisions.
At Tally & Sage Financial Services, I combine accounting expertise with a coaching-centered approach designed to help people feel more clear, calm, and capable in their financial lives and businesses. My goal is not simply to help clients “keep up” with their finances. It is to help them build sustainable systems, strengthen confidence, understand their options, and create a healthier relationship with money, work, and growth.
I believe financial guidance can be both professional and deeply human. Tally & Sage exists to create a space where clarity, education, strategy, and encouragement work together — helping people move forward with greater confidence, intention, and peace.
Hi, I’m jess.
I’ve been married to my high school sweetheart for over three decades, and together we’ve raised four adult children and welcomed a “child-in-law” who truly feels like one of our own. Family, relationships, and meaningful connection are at the center of who I am, and they deeply shape the way I approach both life and work.
I’ve always been drawn to understanding what motivates people, what holds them back, and what helps them thrive. That curiosity has shaped a career centered on leadership, organizational growth, and helping individuals and teams align who they are with how they lead and work.
My professional path has been diverse, and that has become one of my greatest strengths. I co-owned a floral design business, balancing creativity with the realities of running a small business and serving clients well. I spent more than a decade in pastoral leadership, where I had the pleasure of working with a dedicated team of leaders to build and grow a church congregation from the ground up, immersed in every aspect of congregational life from teaching adults and children, to networking with other ministries and congregations locally and globally. I’ve also worked in administrative and organizational support roles, partnering with leaders as they make decisions, manage priorities, and navigate the day-to-day realities of organizations.
Alongside my professional work, I’ve spent years supporting nonprofit and mission-driven organizations through volunteer leadership, fundraising, event planning, and board service. These activities all deepened my understanding and gave me real-time experiences of learning how vision, strategy, people, and sustainability all intersect.
My training includes pastoral care, leadership development, and organizational management. I am also a Maxwell Leadership Certified Team Member, which has further strengthened my approach to coaching, communication, and leadership growth.
One of my greatest strengths is helping people gain clarity. Often, individuals and teams know something feels “off” or have ideas they struggle to articulate clearly. Through deep listening, thoughtful questions, and practical tools, I help people organize their thinking, clarify their goals, and move forward with greater confidence and alignment.
Today, my work focuses on leadership development, organizational coaching, and strengths-based assessments that help people and teams work more effectively together. I believe people do their best work when their roles align with their strengths, values, and natural ways of operating. Sometimes we all need help in processing and identifying what those components are - but walking through that process can yield powerful breakthroughs.
At the heart of my work is a belief that leadership is deeply human. Organizational challenges are rarely just about systems or strategy—they are about people. My role is to help individuals and organizations better understand themselves, strengthen communication and culture, and create environments where both people and purpose can flourish.
