We are a group of financial coaches/analysts, bookkeeping trainers, financial therapists, addiction experts and life coaches 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., Founder and HOST of Conscious Bookkeeping, Financial Therapist, and Workshop Facilitator

Bari is the Founder of the Conscious Bookkeeping philosophy and organization. After running Conscious Bookkeeping for 7 years as the Financial Therapist, Workshop Facilitator, Presentor of the Conscious Bookkeeping method and behind the scenes Networker and Marketer, she is now the HOST of the Conscious Bookkeeping website and Alliance Team services.

Bari will also be working with four Financial Therapy clients per month and facilitating her Wake Up With Money TeleCourse in 2009. 

In addition to this, Bari is a full-time mom to the beautiful Noah Linden.

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
• Extensive Training & Experience as a Group Facilitator of Verbal and Movement Therapies
  
• Owned and operated a bookkeeping business
• Founded Conscious Bookkeeping 2001

Joetta Marie Johnson, Financial Coach & Workshop Faciliator

Travels the world as Financial Steward.  She inspires and teaches masterful ways of being with money amongst individuals, couples and social entrepreneurs so they can be more fully expressed in life and have their finances reflect this.  She Initiates people into the Mysteries of Money where the Keys to Inner Financial Freedom are Revealed.

Joetta helps clients build a Financial Infrastructure that wealth can be cultivated from. Wealth of the heart, soul and pocketbook! This Infrastructure can include financial literacy education, setting up a financial tracking system (Quicken or Quickbooks), financial organization, shadow work and creating a financial forecast called The Map of Intention™. The Map of Intention is an annual financial forecast based upon Vision, Intentions, Goals and Strategy. One then uses the Map of Intention as a Practice for realizing their Financial Potential.  Joetta also has a strong psycho-spiritual perspective and approach that she utilizes to shift unconscious patterning and beliefs while implementing very practical processes.

Credentials:

• Co-Founded Conscious Bookkeeping with Founder Bari Tessler
• 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 University.
• 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 a multitude of Social Entrepreneurs to develop Business Plans and Financial Forecasts.
• Has been exploring and experimenting with Metaphysics and the Law of Attraction for over 10 years.

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

• 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

Lindsay Dyson, Quicken Expert & Bookkeeping Trainer

Lindsay is a Bookkeeping Trainer for us. She is an expert trainer using the phone and internet connection direct to your computer. If you are local to Northern California, Lindsay lives in Sonoma County, and is willing to travel to Marin, San Francisco, and Oakland.  She focuses on sole proprietors, self-employed consultants, writers, coaches and healers who work from their home and want their bookkeeping to support what they are up to in their lives and their integrity. She trains people on both Quicken and Quickbooks, knows both common platforms,  Apple and Windows OS. She knows all of the features, including the investment area, and is especially skilled at working out problems with the software and catching up on reconciling. She loves to reconcile your accounts,  categorize your expenses and create reports, that will enable you to maximize your tax deductions and facilitate your bookkeeping  to reduce your debt load and create new futures for your finances.

    Credentials:

• Sole Proprietor of account. abilities, a bookkeeper and financial coach working with businesses and individuals.
  
• 28 years experience working on computers, both Mac and PC
  
• 20 years experience working with Quicken and 8 years with Quickbooks
  
• Board of Directors: Treasurer & Business Manager for Soul Medicine Institute & Women's Voices
  
• 30 years experience in the personal growth field as volunteer & staff working for Werner Erhard & Assoc,. & Landmark Education
  
• Trained Presenter & Group Moderator for 'Awakening The Dreamer, Changing the Dream Symposium", an initiative of The Pachamama Alliance

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

Gregory Scherick, Addictionologist & Master Facilitator in the Art of Transforming Core Beliefs

Greg provides consulting services to individuals, couples, and corporate structures to help them eradicate undesirable belief systems operating well below the radar of conscious awareness. Combining a powerful intuitive gift with over a decade of hands-on experience and research, Greg has been able to craft a unique process that unravels unconscious patterning unaddressed by other healing practices such as psychotherapy, NLP, behavior modification, 12 steps, self-help literature, and new age thought. Greg’s technique derives its effectiveness by utilizing precision information sourced at the level of Divine Intelligence to expose the hidden recesses of unconscious mind. When destructive belief systems are mapped and identified, the associated habitual patterns are brought out of the dark and into conscious awareness where they shrivel in the light of Truth.

Greg’s services can be utilized to benefit a person in any area of life where they feel stuck, challenged, or frustrated, including resolving chronic compulsions like procrastination, overspending, debting, workaholism, and so many others.

Credentials:

• Honors degree from Harvard University
• Expert in myth & story structure
• Powerful & highly-tuned intuitive skills
• Two decades working with compulsions & addictions
• Professional story analyst for major Hollywood studios
• Produced Hollywood screenwriter & professional film editor
• Founder of International Scherick, LLC