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WELCOME
You built a business to run your life.
You know how that story goes. Some months are great. Some months are stressful. Most of the time, you are too close to the numbers to see them clearly.
I spent over a decade co-building and running a multimillion-dollar dental practice. I managed cash flow, payroll, taxes, HR, and a team of 13. I was the one figuring it out when things got hard.
When I sold the practice, I did not stop thinking about money. I passed all three parts of the Enrolled Agent exam and became federally licensed to represent taxpayers before the IRS. Now I work as an Associate at a full-service tax and accounting firm, and I build digital tools on the side for small business owners who want clarity without the overwhelm.
If you are looking for simple, practical financial resources built by someone who has actually run a business, you are in the right place.
Meet Vicki
Enrolled Agent. Former business owner. Tax professional. Digital tools for people who want financial clarity.
I’m Vicki Holman.
I help small business owners understand their numbers without the complexity.
My background is in running a real business, not just advising one.
As a licensed Enrolled Agent, I bring both practical experience and tax expertise to the tools I build.
Tools Built for Your Situation
Practical Google Sheets downloads. Buy once, use forever.