Owner & Accounting Professional
I help business owners gain clarity and confidence in their finances by providing accurate bookkeeping, financial reporting, and strategic insights. With over 20 years of experience in accounting — including managing 10 companies simultaneously and leading a high-performing team — I’ve developed a passion for simplifying complex financial data so owners can focus on growing their business.
My specialties include:
Bookkeeping and financial clean-up
Cash flow monitoring and reporting
Budget creation and alignment
QuickBooks setup, training, and management
Nonprofit accounting and in-kind donation tracking

We provide full-service bookkeeping, monthly financial reporting, payroll support, sales tax filings, cleanup and catch-up work, QuickBooks setup and optimization, and ongoing accounting support tailored to your business needs.
We specialize in small to mid-sized businesses, nonprofits, and growing companies that need reliable, accurate financial support without hiring in-house staff.
Both. Whether you’re just getting started or have years of financial history to untangle, we meet you where you are and build from there.
Pricing is customized based on the scope and complexity of your needs.
Yes. We offer project-based services for bookkeeping cleanup, historical catch-up, and special reporting needs.
We believe in flexible, relationship-based service. While we use service agreements for clarity, we don’t lock clients into long-term contracts.
Yes. We specialize in QuickBooks Online and QuickBooks Desktop/Enterprise, including setup, cleanup, and optimization.
Absolutely. We regularly collaborate with CPAs and tax professionals to ensure clean books, accurate filings, and a smooth tax season.
We begin with a discovery call to understand your business and goals. From there, we assess your current books, recommend next steps, and create a clear plan so you know exactly what to expect.
Yes. Initial consultations are complimentary and designed to determine whether we’re a good fit for each other.
Most clients receive monthly financial statements, with additional reporting available as needed.
Our services scale with you. We regularly review your needs and adjust support as your business evolves.

Our team of experts is dedicated to helping individuals and businesses achieve financial success.