Where purpose meets clarity
Coaching & Strategy for Heart-Led Creatives
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Behind the Blog
Hello! I’m Chi
As a working mom, military spouse, and CPA, I understand the challenges we face. I hope to share my stories to show you that it can happen. You can do it all and reach your goals.
Meet your Coach
Hello! I’m Charlotte
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Ways to work together
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Freebies & Guides
CPA Planner
Download the workbook to create a schedule that will help you pass the CPA exams while balancing a busy life.
Savings Planner
Download the workbook to create a simple three-step savings plan to reach your financial goals with ease!
Academic Planner
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We Believe
You’re not behind. You’re BECOMING.
For the woman who knows there’s something more. For the mom who’s ready to discover herself again. For the creative who wants her work to matter. For the dreamer who’s tired of holding back. This is for you.
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Letters from charlotte
THE JOURNAL
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Style by Season
Beauty
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Planning the Perfect Branding Photoshoot for Accounting & Finance Professionals
Planning a branding photoshoot as an accountant? Here’s how I prepared for mine: from choosing a photographer to outfits, props, and poses that reflect your brand and help you create professional, on-brand content.
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How to pass FAR in five weeks as a mom
I had five weeks before REG expired and had to pass FAR, the biggest of the four CPA exams. I…
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How to create a study schedule to pass the CPA exams
“Struggling to find the right study routine for the CPA exams? Look no further! I share my personal experience of passing the exams and offer valuable insights into effective study techniques. Find out how to tailor your approach based on your learning style and optimize your chances of success.
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8 Helpful Tips to Overcome CPA Exam Test Anxiety
Test anxiety is one of the biggest challenges CPA candidates face. If you’re anything like me, hearing about the 50%…
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Emergency Fund Guide: Step-by-Step, How To Build One
During my local bank visits, tellers usually ask if I want to apply for a credit card. But one time…
Hi there, I'm Chi! A working mom of two, military spouse, and CPA. I hope to share my experiences to help you pass the CPA exams and navigate your career and finances.
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Planning the Perfect Branding Photoshoot for Accounting & Finance Professionals
Planning a branding photoshoot as an accountant? Here’s how I prepared for mine: from choosing a photographer to outfits, props, and poses that reflect your brand and help you create professional, on-brand content.
-
How to pass FAR in five weeks as a mom
I had five weeks before REG expired and had to pass FAR, the biggest of the four CPA exams. I had failed once before, but not this time. This time, I was approaching the…
-
How to create a study schedule to pass the CPA exams
“Struggling to find the right study routine for the CPA exams? Look no further! I share my personal experience of passing the exams and offer valuable insights into effective study techniques. Find out how to tailor your approach based on your learning style and optimize your chances of success.
-
8 Helpful Tips to Overcome CPA Exam Test Anxiety
Test anxiety is one of the biggest challenges CPA candidates face. If you’re anything like me, hearing about the 50% fail rate and the pressure to succeed can set your anxiety through the roof….
Welcome, friend!
I’m Charlotte. Come along as I navigate motherhood, fashion, & finding beauty in the everyday.
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8 Helpful Tips to Overcome CPA Exam Test Anxiety
Test anxiety is one of the biggest challenges CPA candidates face. If you’re anything like me, hearing about the 50% fail rate and the pressure to succeed can set your…
-
Emergency Fund Guide: Step-by-Step, How To Build One
During my local bank visits, tellers usually ask if I want to apply for a credit card. But one time stood out to me more than others. I politely declined,…
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How to Pass the CPA Exams as a Full-Time Student
Balancing studies and preparing for the CPA exams can be challenging, but it’s possible! Discover how this full-time student saved 40 hours of study time coordinating the exam with her classes.
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How to Finally Land A Federal Government Job
After a few years in public accounting, I decided to switch to the federal government sector. But the job process was entirely new for me. I read several articles and…
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How to Pass the CPA Exams as a Full-Time Student
Balancing studies and preparing for the CPA exams can be challenging, but it’s possible! Discover how this full-time student saved 40 hours of study time coordinating the exam with her classes.
Latest Articles
Meet the Team
Charlotte Kerr
CEO & Business Coach
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Lauren Ashford
Strategy Consultant
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Madison Hollis
Systems Expert
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What I help With
Thoughtful planning and strategy for real life
As a working mom and CPA, I understand the challenges we face. I pulled back from advancing in my career because I was worried about the time commitment if I decided to take a promotion, study for the CPA exam, or pursue my master’s degree. I wanted a successful career, but time with my family at home is important too.
It was challenging to face these important decisions alone. I hope to share my stories to show you it can happen. You can do it all and reach your goals. I want to share my journey and the tools I used to stay organize while I navigated becoming a CPA and my accounting career as a working mom. Welcome to the Organized CPA.
What I believe In
Creating space for women to grow into thoughtful planning with purpose
I believe in progress over perfection, systems that adapt to real life, and planning that supports both ambition and wellbeing. Clarity comes from simple systems, intentional decisions, and progress that honors your current season.
Favorite Posts
On the Blog
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Letters from chI
Encouragement & clarity, delivered to your inbox
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Reader Favorites
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8 Helpful Tips to Overcome CPA Exam Test Anxiety
Test anxiety is one of the biggest challenges CPA candidates face. If you’re anything like me, hearing about the 50% fail rate and the pressure to succeed…
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Four Career Resources for Military Spouse Accountants
Military Spouse Accountant working on her resume
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Planning the Perfect Branding Photoshoot for Accounting & Finance Professionals
Planning a branding photoshoot as an accountant? Here’s how I prepared for mine: from choosing a photographer to outfits, props, and poses that reflect your brand and help you create professional, on-brand content.
Supportive Education
Courses for Growth
Our courses are designed to meet you where you’re at — with practical guidance, thoughtful strategy, and a whole lot of heart. Wherever you’re starting from, you’ll find tools that feel doable, encouraging, and deeply aligned.
For Beginners
From Purpose to Profit
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For Builders
Growing with Intention
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For the BUrned out
The Alignment Lab
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Resources You’ll Love
Ways to Work Together
Courses
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Explore Our Services
Whether you’re looking for personalized 1:1 coaching, a supportive group coaching experience, or strategic business consulting, our services are designed to bring clarity, confidence, and momentum to whatever season you’re in.
01.
Private Coaching
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02.
Group Coaching
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03.
Consulting
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04.
Copywriting
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