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WELCOME
You built a business to run your life.
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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.
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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.
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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.
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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.