About Geni Whitehouse

As a CPA. CITP, CSPM, and self-described nerd, I believe there’s magic in the numbers. Accounting jargon? You won’t find it here. I love taking the mystery out of accounting and making numbers relevant so more people can apply them in creating the life of their dreams.

A multi-tasking southerner-turned-Californian, I help accountants become Level 5 advisors through The Impactful Advisor, work as a winery consultant at Brotemarkle, Davis & Co, and write for accounting industry events and publications at Even A Nerd.

I’m also the co-founder of a remote bookkeeping business at www.SolveServices.com and author of How to Make a Boring Subject Interesting: 52 Ways Even a Nerd Can Be Heard. Say that five times fast!

When I’m not bringing notoriously “boring” subjects to life, you might find me continuing my obsession with basset hounds, playing with my granddaughter, or finding new ways to apply the lessons of my heart.  

My dedication to helping accounting professionals escape the drudgery of low-value offerings is more than just a side hustle––I live what I teach in my own work with clients. Advisory is all about forging meaningful relationships, and if you can’t already tell, I am all about connecting with people so I can hear their stories. So, send me a message and tell me your story.

I found this advisory training pretty late in my own career. I want you to experience the joy of helping your clients create the life of their dreams, while you do the same for yourself. Now is the time. Free yourself from the under-valued, drudgery of compliance work. Your clients will thank you. Your loved ones will too.