Women’s Entrepreneurship Day celebrates the power of women who transform ideas into businesses that make a lasting impact, strengthening both their families and their communities. With guidance from FINSYNC CO.STARTERS and simple tools in the Business Platform, many find the clarity and connections that help them grow at their own pace.

The stories of these five women show how clarity, courage, and community can turn ideas into impact.

 

Tami Levin – Helping Others Find Their Path Forward

After years in the corporate world, Tami Levin wanted her work to feel more personal, so she joined FINSYNC CO.STARTERS and turned her coaching practice into a real business. She helps people navigate transitions, such as career changes or new ventures, and provides tools to find clarity and purpose. “CO.STARTERS helped me take my ideas out of my head and put them into a real plan,” she said. Today, her practice empowers professionals seeking a better balance between work and life, and her impact extends far beyond her direct clients.

 

Kristin VanCuren Koester – Calico Charlie’s Candy & More

In a small Ohio town, Kristin VanCuren Koester, with the help of her husband Matt, transformed a simple childhood love of candy into Calico Charlie’s Candy & More, a charming shop known for nostalgic treats and local favorites. Through her FINSYNC CO.STARTERS program, she learned how to price products, handle inventory, and map out everyday operations. “CO.STARTERS helped me take my ideas and make them real,” she said. Her shop is now a lively part of the community, bringing families together and collaborating with other small businesses to create a welcoming, joyful space.

 

Kimberlee Richards – The Flourishing Agency

Kimberlee Richards, owner of the Flourishing Agency, helps founders and organizations communicate clearly and grow with intention. FINSYNC CO.STARTERS pushed her to refine her services, validate pricing, and design a sales process that fit her strengths. She uses The FINSYNC Business Platform to keep her finances organized in one place, which helps her plan budgets, hire contractors, and manage campaigns with confidence. Her agency continues to grow through strong relationships and clear storytelling that helps clients reach the people they serve.

 

Thrive Community Partners – Sarah Stephens Krupp and Renee Smith

Sarah Stephens Krupp and Renee Smith created Thrive Community Partners to help small businesses gain access to training, support, and strong local networks. Their work brings together chambers, city leaders, lenders, and founders to support entrepreneurs from early ideas to long-term growth. FINSYNC CO.STARTERS gave them a people-first framework for program design, and helps them manage the financial side of their operations. When communities need to guide founders toward funding, they use Funding Navigator to connect entrepreneurs with the right relationship bankers. The result is a healthier local economy with more businesses opening and growing.

 

The Common Thread: Connection and Confidence

Each story looks a little different, but the themes are familiar. Clarity helps owners turn their ideas into real steps. Community support and consistent efforts turn small wins into lasting change. Tami helps people find direction. Kimberlee helps leaders share their stories. Sarah and Renee strengthen entire local networks. Kristin brings people together through creativity and hometown pride.

When business owners understand their numbers, stay organized, and have people in their corner, they make better decisions, and their impact spreads through the community.

 

Celebrating Women Who Build

On Women’s Entrepreneurship Day, we celebrate women who turn ideas into meaningful impact. The work is not easy, but it changes lives. FINSYNC is proud to support entrepreneurs like Tami, Kristin, Kimberly, Sarah and Renee, women proving every day that when ideas are nurtured with the right support, they do not just grow businesses. They build stronger communities.

 

 

About FINSYNC

FINSYNC simplifies how businesses fund and run their operations in one place. With tools to plan, operate, and grow — and a financial network of investors, lenders, and partners — FINSYNC helps entrepreneurs connect with the right opportunities and move forward with confidence.

When the world slowed down in 2020, Jena Stearns got busy.

After 16 years in insurance, Jena found herself at home during the pandemic, feeling restless and creative, surrounded by sewing supplies. What started as a way to help her community quickly grew into something much bigger.

“I had young kids at home and decided to start sewing masks,” Jena said. “I had the materials and knew how to do it. We sewed about 5,000 masks and sold them locally. Then, when Ohio required businesses to provide masks for employees, friends started calling, saying they needed hundreds the next day.”

To keep up with demand, Jena invested in her first laser cutting machine. It allowed her to produce 40 to 50 masks at a time instead of one by hand. “That machine changed everything,” she said. “We made around 8,000 masks before I said, ‘I never want to see another one again.’”

That turning point sparked a new idea: What else could this machine do?

 

Turning a Pandemic Project into a Business

When her local chamber hosted a fall farmers’ market, Jena and her mother decided to experiment. “We made anything and everything the laser could create, such as signs, cups, shirts, you name it,” she said. “People loved it. We realized there was a real need for a creative space and custom printing in our community.”

Encouraged by the response, the Fostoria chamber recommended Jena join FINSYNC CO.STARTERS Core, a 10-week program designed to help entrepreneurs test, refine, and grow their business ideas. The program was led with excellence by Sarah Stephens Krupp and Renee Smith, owners of Thrive Community Partners. 

“At first, I thought I didn’t need a business class,” she said. “But I signed up thinking, I will probably learn something.’ It turned out to be so much more than I expected. It wasn’t a seminar, it was a workshop that really got into the details of running a business.”

 

Learning to Think Like an Entrepreneur

Through the Core program, Jena gained clarity about the difference between a hobby and a profitable business. “It helped me put my passion on paper,” she said. “Sometimes you feel busy, but when you do the math, it doesn’t always make sense. CO.STARTERS helped me figure that out.”

She especially credits the program’s unit cost section for shaping how she prices her work today. “I still use that every day,” she said. “It taught me to factor in everything, from supplies to time to overhead. I’m not paying to have a hobby. This is my career, my paycheck.”

 

 

From Home Garage to Main Street

After completing CO.STARTERS, Jena entered her chamber’s Launch Fostoria contest, which was modeled after Shark Tank, using the business plan she had created during the program. Competing against other local entrepreneurs, she pitched her vision to judges and eventually to a live audience of nearly 500 people.

She won.

The prize package, worth around $16,000, covered her first year of rent, marketing, and additional training. With that boost, Jena opened her storefront, Beyond Laser Creations, which has now been thriving for more than four years.

Today, the shop offers screen printing, embroidery, laser cutting, and a DIY craft studio, serving a loyal local customer base. Her team includes her mom, two part-time employees, and her husband, who she jokes “works for free.”

 

A Family of Makers

The entrepreneurial spirit runs in the family. Jena’s 12-year-old daughter learned to sew masks alongside her and used her earnings to buy her first iPhone. Two of her children later completed the FINSYNC CO.STARTERS Generator program for young entrepreneurs.

“It’s come full circle,” Jena said. “My kids learned early what hard work and creativity can do.”

 

Building Beyond

Looking back, Jena credits CO.STARTERS with giving her the structure and confidence to turn creativity into a sustainable business.

“It helped me understand what it really takes to run a business,” she said. “When I needed a business plan years later, I pulled out my CO.STARTERS book, updated the numbers, and it was all still there. The foundation hasn’t changed. It just keeps growing.”

Jena’s journey shows how a spark of inspiration, backed by community support and the right tools, can grow into something truly lasting.

 

 

About FINSYNC

FINSYNC simplifies how businesses fund and run their operations in one place. With tools to plan, operate, and grow — and a financial network of investors, lenders, and partners — FINSYNC helps entrepreneurs connect with the right opportunities and move forward with confidence.

In the heart of downtown Fostoria, Ohio, a swirl of color and nostalgia welcomes every visitor who steps inside Calico Charlie’s Candy & More. For owner Kristin VanCuren Koester, the shop isn’t just a place to buy sweets. It’s a joyful result of community support, creativity, and the tools she gained through FINSYNC CO.STARTERS. This program helped her turn a childhood dream into a thriving local business. 

Kristin’s idea for her store began with a simple thought: “We need something in town for kids, a candy store!” After years of working with preschoolers and caring for her mother, she wanted to bring more joy to her hometown in Fostoria.

Before opening, Kristin joined CO.STARTERS through FINSYNC, where she learned how to plan finances, organize ideas, and launch her business with confidence. “I didn’t know anything about business,” she said. “CO.STARTERS gave me a roadmap. That little binder they gave us? I still keep it by my desk.”

That guidance helped Kristin and her husband, Matt, turn their idea into a colorful shop filled with laughter and local pride.

 

Building on Fostoria’s Roots

The store’s name honors Charles Foster, Fostoria’s namesake and former governor of Ohio, who was nicknamed “Calico Charlie.” Kristin embraced the story for its colorful spirit and playful energy. 

Kristin and Matt filled their shop with pieces of local history. Shelving from a long-closed hardware store, chandeliers from the church Kristin grew up attending, and a cart from an old five-and-dime. Every piece has a story, donated or discovered by locals who recognized the care behind Calico Charlie’s.

Even their products have local roots. Popcorn comes from Buckeye Family Farms, and candy displays feature cupboards from a former Fostoria grocery store. “We love working with local farmers and small businesses, it keeps us connected and gives our customers a real taste of home,” Kristin said.

 

Finding Guidance Through FINSYNC CO.STARTERS

When Kristin began planning her business, a family friend introduced her to Sarah and Renee, owners of Thrive Community Partners, who connected her to FINSYNC CO.STARTERS.

CO.STARTERS taught Kristin to organize ideas, plan finances, navigate suppliers, and find support to take the leap.

“Sarah and Renee were incredible, smart, kind, and funny. They never made you feel judged,” she said. “The people in my group were just as supportive. We were all learning together.”

That confidence led Kristin to enter the local Mini Shark Tank competition, where her energy shone and she won the top prize. “Even one of my former students came to cheer me on. It was amazing,” she said.

 

 

A Place Where Everyone Feels Like a Kid Again

Inside Calico Charlie’s, laughter fills the air: vintage candies, handcrafted treats, and a spirit of belonging keep visitors returning. Kristin and Matt host events for kids and adults, making the shop a creative hub.

“Some parents tell their kids to slow down or not touch anything,” Kristin said with a smile. “But we opened a candy store. We expect joy and excitement. That’s what this place is for.”

From childhood memories to community heritage, Kristin has woven together a story that is as colorful as the candies on her shelves. Through CO.STARTERS and FINSYNC’s support, she has turned her passion into a business that brings sweetness, laughter, and nostalgia to every corner of Fostoria.

“It’s not just about candy,” Kristin said. “It’s about bringing people together and reminding them that joy still lives right here in our hometown.”

 

 

About FINSYNC

FINSYNC simplifies how businesses fund and run their operations in one place. With tools to plan, operate, and grow — and a financial network of investors, lenders, and partners — FINSYNC helps entrepreneurs connect with the right opportunities and move forward with confidence.

 

Sixteen years ago, Tami Levin sat at her desk, wondering how she would turn things around. As a loan officer juggling long hours and life as a single mother of four, Tami Levin wondered if she was cut out for the job. Out of options, she took a risk and hired a business coach, even though she wasn’t sure how she’d afford it. “She told me, ‘I don’t know if you can afford not to,’” Tami said. Within three months, her sales soared from the bottom of her region to number one.

Her success soon caught the attention of another bank, which headhunted her for a branch manager position. That role became a turning point, revealing how leadership and accountability could change outcomes. Coaching her team raised customer service scores from 60% to 96%, demonstrating the power of effective guidance. When a friend later asked for business advice and insisted on paying her, a new path emerged. What began as a single conversation evolved into a thriving coaching practice. By April 2024, she had fully stepped into her calling as a business coach, helping entrepreneurs gain clarity, confidence, and control over their success.

 

Helping Entrepreneurs See the Bigger Picture

When the Keizer Chamber of Commerce invited Tami to lead its Leadership Keizer program, she discovered how much she enjoyed facilitating group learning. So when WaFd Bank partnered with the Chamber to bring CO.STARTERS, powered by FINSYNC, to North Salem, Tami was the person they called to lead it.

“I already knew how powerful community learning could be,” she said. “CO.STARTERS gave me a structured, hands-on way to help entrepreneurs work through their ideas and find real solutions.”

Through FINSYNC’s connected platform, participants could immediately apply what they learned; track cash flow, refine their pricing, and see real results before the program even ended.

One of her favorite moments came during the session on defining a customer problem. “Many participants started with, ‘I have this thing I’m good at, and I need people to buy it.’ Watching them shift to, ‘What problem am I solving for my customer?’ was incredible. You could see the lightbulbs go off.”

 

 

Tackling Common Challenges in Business

Through both her coaching and FINSYNC CO.STARTERS facilitation, Tami has seen a familiar challenge among small business owners: financial confusion.

“The biggest issue is not knowing their numbers,” she said. “A lot of people look at their bank account balance and assume that means they’re making money.”

One client in particular stood out. After reviewing her numbers, they discovered she was only making about a couple of dollars per item sold. With guidance, she raised her prices and shifted her product mix. Within five months, her income doubled.
Stories like that fuel Tami’s work. “I want my clients to walk away with confidence, hope, and the belief that things can get better. Many come to me feeling stuck. I help them move forward and communicate their value clearly.”

 

Collaboration That Builds Stronger Foundations

Behind every success story is a network of support. For Tami, that included WaFd Bank, the Keizer Chamber, and FINSYNC’s CO.STARTERS team.

WaFd sponsored participants, shared financial insights during sessions, and hosted the program’s celebration night. The Chamber helped promote the program through community channels. And the FINSYNC CO.STARTERS team ensured Tami had everything she needed to guide her first cohort with confidence.

“The facilitator videos were so helpful,” Tami said. “Barb even spent 45 minutes with me brainstorming ideas for the celebration night. Shadee provided all the resources and links, so I didn’t have to search for anything. Their support made everything easier.”

 

Looking Ahead

Now, Tami is expanding her business coaching to serve more mid-sized companies. She has partnered with a senior accountant to offer a full-service package that combines financial clarity with leadership growth. “She helps streamline systems and reporting, and I focus on culture, communication, and management,” Tami explained. “Together, we help businesses strengthen both their numbers and their people.”

As a coach, facilitator, and community leader, Tami’s work continues to ripple outward, helping others build the same clarity and confidence that once transformed her own career.

“Entrepreneurs don’t just need information,” she said. “They need belief in their business, in their numbers, and in themselves. That’s where everything starts.”

 

 

About FINSYNC

FINSYNC simplifies how businesses fund and run their operations in one place. With tools to plan, operate, and grow — and a financial network of investors, lenders, and partners — FINSYNC helps entrepreneurs connect with the right opportunities and move forward with confidence.

When Sarah Stephens Krupp joined the Fostoria Chamber of Commerce and began working closely with Renee Smith at the Fostoria Economic Development Corporation, neither of them knew they were about to create a partnership that would change lives.

At a Main Street conference, they discovered FINSYNC CO.STARTERS, a program designed to help aspiring entrepreneurs turn ideas into viable businesses. They were intrigued, but after seeing its real-world impact on Fostoria’s downtown, they were hooked.

“We saw how CO.STARTERS could actually revitalize a small business community,” Sarah recalls. “It was working right in front of us, and we knew other communities needed this too.”

By December 2023, they officially launched Thrive Community Partners.

 

Building Businesses, Strengthening Communities

Through their Chamber and Economic Development roles, Sarah and Renee have led multiple CO.STARTERS Core and Generator cohorts, giving aspiring entrepreneurs the tools and confidence to succeed.

To date, they have supported over 52 entrepreneurs and helped launch approximately 35 operational businesses. But for them, it is not just about the numbers.

“Every business we work with has a ripple effect,” Renee says. “When a small business thrives, a whole community benefits.”

Their passion comes through in everything they do. They are not just teaching business skills. They are building confidence and creating lasting community connections.

 

 

Practicing What They Preach

Sarah and Renee believe in leading by example. That is why they manage Thrive Community Partners using the same tools they recommend to others, including the FINSYNC platform for bookkeeping and financial management.

“We recommend FINSYNC to the entrepreneurs we serve because it just makes sense,” Sarah explains. “It keeps things simple, and we practice what we preach by using it ourselves.”

By walking the same path as the entrepreneurs they support, they have built a level of trust that sets them apart.

 

Expanding Their Impact

Sarah and Renee are just getting started.. By the end of 2025, they plan to transition to full-time entrepreneurship, dedicating themselves entirely to Thrive Community Partners.

They are preparing to purchase a FINSYNC CO.STARTERS license to expand the program into more rural communities that need it most.

“There are so many towns like Fostoria that could benefit from programs like CO.STARTERS,” Renee shares. “These are the kinds of initiatives that help people create opportunities right where they live.”

With their passion, expertise, and shared vision, Sarah and Renee are helping build a stronger and more resilient future for small businesses and the communities they serve.

 

Thriving Together

Thrive Community Partners emerged from Sarah Stephens Krupp and Renee Smith’s shared passion for helping people succeed.

“We both just really care about helping people reach their potential,” Sarah says. “That is what drives us.”

Passionate. Determined. Collaborative. Sarah and Renee are proving that when communities invest in entrepreneurs, entire towns can thrive.

 

 

About FINSYNC

FINSYNC is transforming how businesses fund and run their operations — all in one place. Whether you’re just starting out or ready to grow, FINSYNC helps you plan, operate, and scale with confidence.

At the core is Fynn, your AI Assistant, guiding you from business planning to funding — bank loans, SBA financing, alternative lending, and investment capital. If you’re not fundable today, Fynn helps you get there.

Backed by a connected Financial Network of banks, credit unions, lenders, investors, and community partners, FINSYNC lowers the cost of capital, reduces admin time by up to 40%, and increases your chances of success.

Execution becomes opportunity, and your business becomes future-ready. That’s the FINSYNC Flywheel.

When you meet Kimberlee Richards, you immediately notice her strength, focus, and drive. It is no wonder she has turned years of hard work and leadership into a thriving business, The Flourishing Agency. She built a platform that empowers entrepreneurs and strengthens community growth in Memphis.

Having navigated personal and professional challenges, she found the tools, confidence, and community to grow her vision, with the support of the FINSYNC CO.STARTERS program helping guide her final steps.

 

Turning Adversity into Purpose

“Eight years ago, I had no idea where this journey would lead,” Kimberlee says. “I just knew I wanted to help people grow their businesses and leadership skills.”

Kimberlee’s entrepreneurial path was marked by profound challenges. Just 11 months after she started her business, her husband passed away unexpectedly. Suddenly, she was a solo parent faced with the choice of whether to keep pursuing her dream or give it up.

“It was one of the hardest decisions I’ve ever faced,” she recalls. “But I kept going because I believed in what I was building and I wanted to show my children what it looks like to persevere.”

This determination laid the foundation for everything The Flourishing Agency has become today.

 

Years of Branding, Years of Impact

Kimberlee credits much of her success to intentional, consistent branding and SEO efforts.

“My online presence didn’t happen overnight,” she explains. “It’s the result of eight years of building my personal brand, growing my credibility, and making sure people can actually find me online.”

Her work paid off. Today, a quick search yields a thriving website, an engaged Instagram following, glowing Google Reviews, and a strong LinkedIn presence that effectively showcases her credibility and influence.

 

Facilitating Growth Through FINSYNC

Alongside growing her agency, Kimberlee has facilitated multiple FINSYNC CO.STARTERS cohorts, which are hands-on programs designed to guide entrepreneurs through the process of starting and growing their businesses.

“The program is so much more than just learning business skills,” Kimberlee says. “It creates a beautiful, organic community where people support each other and keep growing long after the program ends.”

She describes the CO.STARTERS Canvas as a “powerful organizer” that helps participants test business ideas and find clarity. “You see those light bulb moments,” she says. “That’s what keeps me inspired.”

 

Creating Community Leaders

Kimberlee has witnessed the power of FINSYNC CO.STARTERS to spark lasting connections. Through her role as a facilitator, she has watched alumni like the founders of Pile of Threads and Cousins Cravings Catering go from idea to established businesses. Seeing these entrepreneurs build on their experience and make a local impact shows just how much influence the program can have beyond the classroom.

 

A New Space, A Bigger Vision

After seven years of working in co-working spaces, Kimberlee secured a 1,500-square-foot office in Whitehaven, the same Memphis neighborhood where she grew up and even worked her first summer job in 1996.

“It feels like coming full circle,” she says. “To build something right here in my community, in a space that already holds so much personal history, is incredible.”

 

Looking Ahead

Kimberlee’s vision extends far beyond her agency’s walls. She’s now working to build partnerships with community development corporations to bring entrepreneurship programming to more small business owners.

For Kimberlee, true success means helping others flourish — living up to the name of her agency.

“I know what it feels like to start from scratch,” she says. “That’s why I’m passionate about creating spaces and resources where other entrepreneurs can succeed.”

 

About FINSYNC

FINSYNC is transforming how businesses fund and run their operations — all in one place. Whether you’re just starting out or ready to grow, FINSYNC helps you plan, operate, and scale with confidence.

At the core is Fynn, your AI Assistant, guiding you from business planning to funding — bank loans, SBA financing, alternative lending, and investment capital. If you’re not fundable today, Fynn helps you get there.

Backed by a connected Financial Network of banks, credit unions, lenders, investors, and community partners, FINSYNC lowers the cost of capital, reduces admin time by up to 40%, and increases your chances of success.

Execution becomes opportunity, and your business becomes future-ready. That’s the FINSYNC Flywheel.

Building a business can feel like going it alone, but The Bloom Market proves you don’t have to. As a growing hub for local entrepreneurs, The Bloom Market creates opportunities for business owners to connect, collaborate, and learn from one another.

The Bloom Market was founded on the belief that small businesses thrive when they have access to resources, education, and community. Through events and initiatives, they provide a welcoming space where entrepreneurs can share experiences, discover solutions, and build relationships that strengthen their businesses.

 

Maker 101

One of The Bloom Market’s most impactful initiatives is Maker 101, a monthly meet-up designed specifically for small business owners. Hosted at Mayberry Acres, this event blends networking with hands-on learning.

Each month, business owners gather to hear from guest speakers who cover topics that matter most to entrepreneurs, including marketing, financial planning, growth strategies, and overcoming common challenges.

“We thought there was a need where small businesses could gather while also being educated along the way,” The Bloom Market team shared.

 

 

Support Small Business Success

For FINSYNC, sponsoring The Bloom Market and supporting events like Maker 101 is a natural fit. Our mission is to help entrepreneurs succeed by simplifying financial management and improving access to business funding, payroll, and cash flow solutions. 

Partnering with organizations like The Bloom Market allows us to extend that mission and empower entrepreneurs with both education and tools.

 

Learn From Real Business Stories

The Bloom Market also shares valuable insights through its podcast. Each episode showcases real-life stories from local entrepreneurs, their journeys, and the valuable lessons they have learned along the way. It is an excellent resource for anyone seeking inspiration and practical advice from peers in the small business community.

If you are a small business owner seeking connection, education, and inspiration, Maker 101 is the ideal place to start. Whether you are just getting your business off the ground or preparing for your next stage of growth, these monthly gatherings provide practical tips, new perspectives, and a supportive network of fellow entrepreneurs.

 

 

FINSYNC Supports Your Growth

FINSYNC provides small business owners with the tools they need to manage their businesses all within one platform. By partnering with organizations like The Bloom Market, we are proud to help create a stronger, smarter, and more connected small business community.

 

 

About FINSYNC

FINSYNC is transforming how businesses fund and run their operations — all in one place. Whether you’re just starting out or ready to grow, FINSYNC helps you plan, operate, and scale with confidence.

At the core is Fynn, your AI Assistant, guiding you from business planning to funding — bank loans, SBA financing, alternative lending, and investment capital. If you’re not fundable today, Fynn helps you get there.

Backed by a connected Financial Network of banks, credit unions, lenders, investors, and community partners, FINSYNC lowers the cost of capital, reduces admin time by up to 40%, and increases your chances of success.

Execution becomes opportunity, and your business becomes future-ready. That’s the FINSYNC Flywheel.

 

For over 35 years, Shan Ross has been fueling mornings and building community through coffee. As the longtime owner of Central Perk, a drive-through shop in La Pine, Oregon, she’s seen it all. But what she hadn’t found, until recently, was a simple way to manage the paperwork.

 

Juggling Two Businesses, Two States, and Too Much Paperwork

Shan recently scaled back from three locations to one, but the workload didn’t get lighter.. “I live in Arizona now but still manage Central Perk in Oregon,” she explained. “There was so much paperwork. I was constantly behind on QuickBooks, and my accountant was always frustrated with me.”

With multiple bank accounts, frequent debit card purchases by staff, and pages of transactions every day, keeping the books in order became a nightmare. “There’d be six months where I didn’t touch it, and then I’d spend a full month catching up.”

She looked into syncing QuickBooks with her WaFd account but was told it wasn’t possible. That’s when she discovered FINSYNC.

 

Finding FINSYNC: A Better Way Forward

After a quick demo, Shan decided to try the platform.  She started small, then added more tools as she got comfortable.. When she had questions, she reached out.

“They walked me through everything,” she said. “Eventually, I added the accounting tools, which helped my accountant out a lot.”

One of the biggest time-savers was FINSYNC’s automation. “It uploads everything for me. I just go in once a month and make sure everything’s categorized correctly. Before, it used to take me two or three hours to enter one month’s worth of transactions.”

Now, instead of spending weeks hunting down receipts, she can generate a full year’s worth of categorized, balanced reports in a single email. “I sent my accountant the report, and she had my taxes done in a week.”

 

Why Simplicity Matters

Shan had been using QuickBooks for decades, but between outdated software, incompatible systems (she uses a Mac, while her accountant uses Windows), and a lack of support, it was no longer working for her.

“FINSYNC is just a lot more simplistic,” she said. “It’s way less stressful. Everything gets uploaded. I reconcile, categorize, and send the reports. That’s it.”

 

Support That Shows Up

One standout for Shan has been the support team, especially Clark. “I probably annoy him with how many questions I ask, but he always gets back to me. Even when we don’t have time for a call, he’ll help me fix what’s wrong.”

Even when glitches popped up after a WaFd update, the team quickly resolved them.

“Honestly, customer service has been amazing. I never even knew QuickBooks had support, and if they did, they’d charge for it. With FINSYNC, someone actually helps you.”

 

Getting Back to the Work That Matters

With FINSYNC handling the back office, Shan has more time to focus on the business itself. That means keeping customers happy, managing her team, and occasionally catching up on the books after returning from a trip to Oregon.

“I’ve been in coffee for 35 years, and I’m still passionate about it,” she said. “FINSYNC made it possible for me to keep my original location running while semi-retiring. That’s a big deal.”

 

 

About FINSYNC

FINSYNC is transforming how businesses fund and run their operations — all in one place. Whether you’re just starting out or ready to grow, FINSYNC helps you plan, operate, and scale with confidence.

At the core is Fynn, your AI Assistant, guiding you from business planning to funding — bank loans, SBA financing, alternative lending, and investment capital. If you’re not fundable today, Fynn helps you get there.

Backed by a connected Financial Network of banks, credit unions, lenders, investors, and community partners, FINSYNC lowers the cost of capital, reduces admin time by up to 40%, and increases your chances of success.

Execution becomes opportunity, and your business becomes future-ready. That’s the FINSYNC Flywheel.

In the quiet community of Fallon, Nevada, something powerful is taking root. Through a unique partnership among FINSYNC, WaFd Bank, and IDRS (Indian Dispute Resolution Services), a long-time banker with over 30 years of experience in Georgia is helping aspiring entrepreneurs from Native American communities take the first steps toward building their own businesses.

This initiative began with a bootcamp designed not just to teach business fundamentals but to offer accessible guidance, tailored to the needs of early-stage business owners. One of the key facilitators behind this effort was Camille Koster, whose coordination helped bring the program to life. And it was Georgia who stepped in to meet these aspiring business owners face-to-face.

“For me, it was very easy to execute,” Georgia said. “It was just kind of step by step. Camille was awesome in how she communicated, and we had some freedom to market how we chose. I enjoyed it.”

 

Building Trust, Not Just Businesses

Georgia isn’t just there to open accounts. She’s there to listen.

“It was lovely to hear where they’re at in the stage of their businesses,” she said. “These weren’t established businesses yet. They were just sticking their toe in the water, making jewelry or pottery, and selling it to friends.”

Many of the participants were working other jobs and testing the waters of entrepreneurship for the first time. Georgia’s approach was supportive and gentle.

“I’m not pushy,” she explained. “I am at the stage of earning their trust.”

 

From Dream to Direction

Helping First-Time Business Owners Navigate the Basics

With decades of experience in banking and a genuine passion for helping others, Georgia knows how to guide people through the early steps of starting a business. She helps answer practical questions, such as whether they need to register a fictitious name or what type of license is required.

“For example, you can get a fictitious firm name paper for around $15, and it lasts five years,” she said. “That kind of direction takes the mystery out of it.”

She encourages people to reach out, even if they’re not yet ready to open an account. “If you need anything, even if you’re still figuring things out, just reach out. I can help you navigate.”

 

 

More Than a Class

The Real Impact Happens After the Bootcamp Program Ends

For Georgia, the most rewarding part of her work comes after the class ends.

“I really enjoy talking to the participants one-on-one,” she said. “It’s gratifying to be able to help them understand their next steps. Hopefully, that leads to opening an account eventually, but more importantly, it helps them build confidence.”

She noted that everyone she spoke to was still in the early phase of exploring business ownership. Some had small setups at home or shared spaces, while others were simply making goods for friends and family.

“No one treated me like a spam call or a salesperson,” she said. “It was all positive.”

 

Tools That Make Growth Possible

Why FINSYNC and WaFd Bank Are Investing in These Communities

Alongside Georgia’s support, FINSYNC’s tools provide an additional layer of assistance. Georgia compares FINSYNC to QuickBooks, but with more hands-on service.

“QuickBooks used to charge for customer support. With FINSYNC, someone is always there to help you. Their customer service team is based in Atlanta, and they’ll walk you through anything you need, like syncing your bank or creating an invoice,” she said. “I tell people that FINSYNC is like having your own bookkeeper, so you can focus on your craft.”

FINSYNC also helps business owners when they’re ready for funding. While most of the people Georgia meets are not yet ready for traditional loans, FINSYNC provides a path forward.

 

Meeting People Where They Are

A Partnership That Understands the Pace of Progress

Whether someone is working out of their garage or selling jewelry at local events, Georgia meets them where they are. Each conversation is tailored to the individual’s goals and comfort level.

“I see a lot of people in the community who just have a dream. They’re hard workers, and sometimes they just need someone to help them pause and ask, Is this going to make money? Can it replace my day job?” she said.

For Camille and the team supporting this effort, Georgia has become more than a banker. She’s a trusted advisor and mentor who helps tribal entrepreneurs understand what’s possible and how to move forward.

And while the bootcamp may have started small, its reach is growing steadily through every relationship Georgia builds.

 

 

About FINSYNC

FINSYNC is transforming how businesses fund and run their operations — all in one place. Whether you’re just starting out or ready to grow, FINSYNC helps you plan, operate, and scale with confidence.

At the core is Fynn, your AI Assistant, guiding you from business planning to funding — bank loans, SBA financing, alternative lending, and investment capital. If you’re not fundable today, Fynn helps you get there.

Backed by a connected Financial Network of banks, credit unions, lenders, investors, and community partners, FINSYNC lowers the cost of capital, reduces admin time by up to 40%, and increases your chances of success.

Execution becomes opportunity, and your business becomes future-ready. That’s the FINSYNC Flywheel.

Nick Beyer didn’t set out with a grand plan to start a business. He was excelling in corporate sales and had established a strong career. But something kept tugging at him. He wanted to create a business that felt closer to home and more rooted in his community. That desire eventually led him to launch Neat Commercial Cleaning, a janitorial service based in Northwest Arkansas.

“I loved my time in the corporate world,” Nick said. “But I wanted to do something more local. Something that served people where I live.”

That simple idea turned into something real. Neat Commercial Cleaning has been operating for over a year, serving commercial properties throughout Northwest Arkansas. The region is experiencing rapid growth, fueled in part by major institutions like Walmart’s headquarters in Bentonville and the University of Arkansas in Fayetteville. Such expansion means more businesses, more buildings, and a growing demand for reliable commercial cleaning services. Nick saw the opportunity and stepped in to meet it.

 

Behind the Cleaning Business

Neat is strictly a business-to-business company. The team works after hours, cleaning offices and workspaces, emptying trash, restocking supplies, and making sure each location is ready for the next workday.

“Janitorial work is really our specialty,” Nick said. “The work itself is straightforward, but building a team that shows up and takes pride in the job is the hard part.”

That’s where the business gets personal. Staffing is often the biggest challenge, but for Nick, it’s also the most meaningful.

“I’ve hired people who are paying off debt, trying to catch up on bills, or just looking to earn a little extra,” he said. “Most of our staff already work full-time jobs and come in at night for a second shift.”

The team is a mix of people from all different walks of life. For many of them, this work makes a real difference.

“It feels good to know we’re helping people stay afloat or reach a goal,” Nick said. “That’s what makes this all worth it.”

 

Finding the Right Financial Tools

When Nick started the business, he leaned on the relationships he had built over time. One of those was with his longtime bank, Generations Bank.

“They’re great people. I’ve known them most of my life,” he said. “When I was getting the business off the ground, they recommended I look into FINSYNC.”

Nick had already been researching tools like QuickBooks and Xero. But FINSYNC stood out.

“What really caught my attention was the customer support,” Nick said. “I had a demo call with someone in Georgia. Not a robot. Just a real person I could talk to.”

That kind of support matters when you’re running a business.

“I wanted to understand the numbers myself before handing anything off to a CPA,” he said. “FINSYNC gave me the confidence to do that. If something wasn’t clear, I could pick up the phone and talk to someone who actually understood what I needed.”

That personal connection helped Nick stay on top of his finances and gave him peace of mind as the business started to grow.

 

Advice for New Entrepreneurs

When asked what advice he’d give to someone thinking about starting a business, Nick didn’t hesitate.

“Just start,” he said. “It doesn’t have to be perfect. You don’t need a brand-new idea. You just need to take the first step.”

Nick and his business partner also host a local podcast where they interview entrepreneurs who have scaled their businesses. The biggest pattern they have observed is that most of those people did not wait until everything was in place. They took action, figured things out as they went, and learned from real experience.

“You’re going to learn more by doing than you ever will by researching,” Nick said. “Experience is the best teacher.”

For Nick, starting Neat Commercial Cleaning wasn’t just about building something for himself. It was about creating jobs, serving the community, and investing in something meaningful. With support from his local bank and easy-to-use tools from FINSYNC, he was able to stay focused on what mattered most.

“You don’t have to figure it all out on your own,” he said. “But you do have to begin.”

 

 

About FINSYNC

FINSYNC is transforming how businesses fund and run their operations — all in one place. Whether you’re just starting out or ready to grow, FINSYNC helps you plan, operate, and scale with confidence.

At the core is Fynn, your AI Assistant, guiding you from business planning to funding — bank loans, SBA financing, alternative lending, and investment capital. If you’re not fundable today, Fynn helps you get there.

Backed by a connected Financial Network of banks, credit unions, lenders, investors, and community partners, FINSYNC lowers the cost of capital, reduces admin time by up to 40%, and increases your chances of success.

Execution becomes opportunity and your business becomes future ready. That’s the FINSYNC Flywheel.