A LITTLE BIT ABOUT ME

Coming from over 25 years of bookkeeping and accounting experience, I have developed a true passion for partnering with companies to enhance their financial management. I spent the first 15 years of my career with a restoration construction company managing their bookkeeping. Upon company sale and having developed quite a fondness for bookkeeping, I followed the company CPA to an Accounting firm. At the accounting firm, I grew from Staff Accountant to Accounting Manager gaining exposure and experience with all facets of accounting.

From there, the rest is history. I have worked with clients across all types of industries from a cannabis company to a wealth management firm to veterinarian clinics and more. With each project, I put on my consulting hat to closely investigate the company’s current bookkeeping practices. From there, I develop a customized plan on how together we can improve their financial reporting, data access, and overall business performance.

To me, it doesn’t matter if you are a team of 1 or over 500, just getting started or generating over $10M in annual revenue. My goal is to meet you where you are. I truly love identifying and implementing ways to refine and optimize financial management as your financial partner!