We are a group of financial coaches, bookkeeping trainers, financial therapists, tax experts, life & business consultants dedicated to helping our clients increase their awareness of and mastery over their finances. Our backgrounds are diverse, and include somatic psychology, accounting, business, life coaching, and more. Our services are not limited by geography, and through telephone and tele-conferencing we have served clients all over the world.

Our Team

Bari Tessler-Linden, M.A., Mommy, Founder, Financial Therapist, Speaker, Course Facilitator and HOST of the Conscious Bookkeeping Alliance Team.

Bari is the Founder of the Conscious Bookkeeping philosophy, method and organization. She has a Masters Degree in Somatic Psychology from Naropa University and is the head Financial Therapist, Speaker and Course Facilitator for her company. Bari oversees a wonderful team, of Financial Therapists, Bookkeeping Trainers, Financial Coaches & Tax Experts all ready to help people transform their relationship to money on a practical, emotional and psycho-spiritual level.

Bari is the co-author of the book, Einstein’s Business: Engaging Soul, Imagination and Excellence in the Workplace.

And, she is currently working on the Conscious Bookkeeping E-Book & Home Study Course Program due out in Fall 2010.

Read more about Bari Tessler here...

Credentials:

• Masters of Arts in Somatic Psychology from Naropa University
• 10 years of field work in the Mental Health Profession & Hospice
• 20 years of extensive training & experience as a Group Facilitator of Verbal and Movement Therapy & Coaching
  
• Owned and operated a bookkeeping business for artists, consultants & contractors
  
• Founded Conscious Bookkeeping in 2001, as a one woman operation, and grew it into a cross-functional Alliance Team that includes a half dozen other accounting, psychology, coaching and investment professionals
• Given hundreds of presentations on the Conscious Bookkeeping process & method

Eva Konigsberg, EA, MBA - Financial Coach & Tax Consultant

Eva's passion is to help good people master money and live the life of their dreams.  As a personal financial coach, she works with individuals and couples.  Her work is focused on breaking through emotional issues and providing technical tools for budgeting, retirement planning, managing an inheritance, and navigating life stages without worrying about money. 

She is also a business financial coach.  She helps self-employed entrepreneurs and business partners with everything from business structure, corporate set up, capital, payroll, agreements, resolving interpersonal conflicts and profitably expanding.  She is expert in S corp, LLC, nonprofit, international (multi-currency) and multi-company structures.  She also offers full tax services.  She is an Enrolled Agent. This means she is licensed by the IRS as a professional tax preparer and tax expert, who can prepare your tax return, help you intelligently plan for tax avoidance, and represent you if you are in dispute or faced with an audit by the IRS.  Additionally, she provides one to one training in all aspect of QuickBooks for your business or nonprofit.  She specializes in hybrid packages tailored to your unique situation, such as:

• Training you in QuickBooks so you can profitably grow your small business
  
• Resolving your outstanding tax matters 
• Providing personal financial coaching so you can learn to fulfill your dreams while living comfortably within your means.
  

    Credentials:

• MBA from McLaren College of Business, University of San Francisco, 1995
• Enrolled Agent, professional tax preparer since 2004
• Owner of Savvy Money Mind and Savvy Tax
• Served as former Treasurer of Chochmat HaLev, A Center of Jewish Spirtuality
• Extensive entrepreneurial background in small business
• Global Footprint Network, an international environmental nonprofit

Joetta Marie Johnson, Financial Coach & Workshop Faciliator

She has become known as the Priestess of Finance and is a Financial Mastery Coach.  She offers a highly unique blend of Financial Coaching, Spiritual Guidance and Life Visioning.  The Priestess is an archetype that Joetta embodies & represents Feminine Intuitive Guidance, Illumination of the Subconscious Mind and Initiation into Mastery.  As a Financial Mastery Coach, Joetta coaches her clients in the art of realizing their inherent Financial Wisdom to effectively apply it in the world. 

She brings her own education and experience gained as a Controller, Financial Analyst & Auditor working for one of the largest global accounting firms, Deloitte & Touche, to her clients and their financial lives.   Her approach is a blended offering of practical tools and techniques for Mastering Financial Management along with Spiritual Mentoring for evolving beliefs and thought patterns about Money, Wealth and Success. 

Credentials:

• Partnered with Bari Tessler, Founder of Conscious Bookkeeping in 2004 and helped grow the company to the next level.
• Developed the Map of Intention™ 8-Step Process.
• Facilitated Transformational Financial Programs with up to 80 participants
• Attained Bachelor in Business, with emphasis on Accounting from Portland State.
• Gained practical accounting, budgeting and forecasting experience in public accounting with Deloitte & Touche, one of the top Global Accounting Firms, and strengthened it through her career as a Controller and Financial Analyst.
• Worked with Social Entrepreneurs to develop Business Plans and Financial Forecasts.
• Has been experimenting with Metaphysics and the Law of Attraction for over 10 years.

Caroline Donahue, M.A. M.A. CPC Mint Financial Coach, Business and Productivity Coach & the Guest Editor of the Conscious Bookkeeping Money Door Blog.

Caroline Donahue is the founder of Remabulous Coaching, a company that works with creative professionals, entrepreneurs and business owners. She holds an MA in counseling psychology and Expressive Arts Therapy and is a certified productivity and business coach who works to build businesses in a way that creates both meaning, uniqueness and revenue. This work has lead to her to help these business owners manage and plan for effective use of conscious bookkeeping techniques with mint.com. She is dedicated to shining the light on money and the many messages it carries in our culture. This has lead her to writing about money on the Conscious Bookkeeping Blog and curating material that will help readers build a positive and thriving relationship to money. She works on personal finance with Mint through Conscious Bookkeeping and is available for private business coaching through RemabulousShe works with individuals and groups, both in person in LA and Santa Barbara as well as over the phone.


Credentials:

• Certified Productivity Coach
• Masters in Counseling Psychology and Expressive Arts from the California Institute of Integral Studies
• Trained in Expressive Arts Group facilitation at the European Graduate School in Saas-Fee, Switzerland
• Professional blogger and independent social media consultant to small businesses in Los Angeles
  
• Ten years clinical experience in Psychology
• Owner of Remabulous Coaching, founded in 2007
  

David Zinn, Quicken Expert & Bookkeeping Trainer

David Zinn loves to teach Quicken and personal QuickBooks. He is a master bookkeeper. He talks your language and tells you what you need to know. Previously, he started Abacus Home Services in 1977. He taught elementary school in 1978-1985. He worked in the Accounting Dept. of Abacus, Inc., a business he helped launch with Eva Konigsberg, EA, MBA (also a Conscious Bookkeeping trainer and financial coach) from 1985-1993. He started Do It Right Bookkeeping in 1993. He is very experienced in both keeping books and teaching others how to keep books. He earned his Certified Tax Preparer designation in 1994. He purchased a Tenancy in Common in San Francisco in 1994 and right around that time started a co-ed slow pitch softball team that's still going strong. He travels to Arizona every year for spring training.

Jonathan M. Balter, CPA, PFP - Tax and Business Advisor

Jonathan has been a valuable resource and advisor for Conscious Bookkeeping since 2006. He combines strong technical expertise with heart-centered, motivating communication to deliver value-adding guidance to his clients. Jonathan's professional background is a well-rounded mix of comprehensive public accounting CPA training and private industry experience as Controller of a traditional, multi-state building materials distributor and Controller of a start-up internet company. Jonathan distinguishes himself from other professionals by his ability to integrate his technical expertise in business and individual taxation and personal finance with sharp, practical, value-adding business management guidance.

Jonathan works with self-employed entrepreneurs and owners of all business entities (C and S-corporations, LLCs, Partnerships) to maximize tax savings at both the entity and individual levels as well as understand and improve business financial performance and profitability. He offers his clientele full-compliance and planning services for all business licenses and filings including payroll, income tax, business license, entity selection and formation, and, as a Certified Quickbooks ProAdvisor, he customizes and trains his clients to effectively use Quickbooks accounting software. Jonathan is a proactive, strategy-driven advisor.

With his University of California designation in personal financial planning, Jonathan educates his clients in all areas of personal finance including insurance, cash flow, taxation, investments, retirement, education and estate planning. Jonathan is extremely personable and genuinely enjoys connecting with and guiding his clientele. He recently celebrated his 10th Anniversary with his wife, Sabrina, and is a proud father of two, wonderful daughters, Leila and Hannah.

Credentials:

• BA Economics (emphasis Accounting) from University of California, Santa Barbara - Graduated with Honors in 1994
  
• Professional Designation in Personal Financial Planning - University of California, Los Angeles, 2003
  
• Quickbooks ProAdvisor since 2005
  
• Extensive professional experience in tax, accounting, business advisory and personal financial planning
  
  

Christopher Peck, Socially Responsible Investment Advisor & Holistic Financial Planner

Christopher Peck is a sustainability entrepreneur, holistic financial planner and socially responsible investment advisor who's been working since 1991 to build a more sustainable, prosperous, and humorous world. Christopher is a managing partner of Natural Investments LLC, a firm focused solely on helping clients invest, build wealth, and develop enterprises in a way that reflects their environmental and social values. Christopher will help you determine your values as they relate to investing, how much money you actually have to invest, how to build cash reserves (and how much), and can develop an investment plan for you. If you're wondering how much you need to save for retirement, how to fund a child's education, or how to realign an inheritance with your social and environmental values, Christopher can help. Christopher also helps budding entrepreneurs gain clarity on new business ideas, build marketing plans, and think through the thorny issues of creating a functional business model.

 Christopher can help you by:

• Facilitating financial decisions from the "Big View"
  
• Responsibly managing investments to build wealth
  
• Integrating creativity and experience to help you solve financial problems

• Almost 20 years of experience in sustainability and social change
  
• Registered Investment Advisor since 2000
  
• Treasurer of Holistic Management International
  
• Ordained as a Zen priest in 2002