Certified Public Accountant
Kassandra (Ajaluna) Carr, CPA
Kassandra Carr is a Certified Public Accountant (CPA) with a passion for holistic wellness. Her journey began with her own path to healing— a transformation fueled by self-care, herbal medicine, and personal growth.
Money Management for Every Stage of Life
Take control of your financial future with Ajaluna Wellness' Money Management Programs. Whether you're a young adult, professional, or business owner, our tailored financial literacy programs will equip you with the skills to budget, save, invest, and build wealth sustainably.
Financial Services
We offer the following services for this program:
- Access to Ajaluna by phone or email during the term of your package
- Quarterly 60 min. coaching sessions
- Uncover unhealthy money habits
- Develop unique, detailed money management plan
- Monthly money management templates
- For businesses, prepare financial reports, tax filings and other required reports
- Personal Accountability Partner
- And so much more!
*Please note that we do not provide strategies or information regarding retirement accounts. If you seek assistance, we have a referral directory available.
Empower the Next Generation with Smart Money Habits
This program is designed to help young individuals develop essential money management skills, including:
✔ Budgeting & Smart Spending
✔ The Importance of Saving & Investing Early
✔ Understanding Financial Goals & Responsibility
✔ Preparing for Future Financial Independence
Perfect for: Teens and young adults looking to develop a strong financial foundation.
Take Charge of Your Finances with Practical Strategies
This program provides actionable guidance on:
✔ Budgeting & Expense Tracking
✔ Debt Reduction & Credit Building
✔ Investment Basics & Wealth Growth
✔ Long-Term Financial Planning
Ideal for: Individuals looking to gain financial security, break free from debt, and plan for long-term success.
Optimize Your Business Finances with Expert Support
Our business financial services include:
✔ Bookkeeping & Financial Reporting
✔ Tax Planning & Annual Tax Filing
✔ Strategic Budgeting for Growth
✔ Compliance & Financial Record-Keeping
Ideal for: Entrepreneurs and small business owners who want to streamline their finances and maximize profits.
Quarterly Financial Coaching Sessions
Personalized Money Management Templates
One-on-One Support for Financial Goal Setting
💡 Let us help you achieve financial confidence and stability.
TESTIMONIALS
Our happy customers share
Ajaluna is so wonderful to work with! She spent an hour with me during our financial meeting to go over all my questions, concerns and goals. She’s so organized and thorough and ensured we reviewed each topic to my satisfaction. So thankful for that!! She also provides great resources depending on what you need and to help alleviate all the unknowns. Ajaluna also prepared and filed my taxes this past year and by far has the most attention to detail than any other accountant I’ve ever worked with. I HIGHLY recommend working with Ajaluna.
Marylee Marre
FL