Let's bring clarity, calm, and control back to your business.

As a QuickBooks ProAdvisor and financial analyst with over 20 years of experience in Fortune 500 environments, I specialize in helping entrepreneurs, high-net-worth individuals, and creatives take the guesswork out of their finances.

You didn't start your business to stress over spreadsheets. But when your books are behind, messy, or inaccurate, it can feel like you're flying blind. That's where I come in.

Who I Serve

Entrepreneurs & Business Owners

You're building something meaningful—and you need clean, accurate books to support smart decisions and steady growth. Whether you're scaling up or just getting started, I'll help you:

• • Organize your finances and stay audit-ready
• • Make informed decisions with monthly reporting
• • Free up your time so you can focus on what matters most

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High-Net-Worth Clients ($2M+ Investable Assets)

Discreet. Accurate. Aligned with your wealth strategy.

If you've been referred by a private banker or manage a complex financial portfolio, I offer high-touch bookkeeping services designed to integrate seamlessly with your advisory team.

• • Precision reporting tailored for wealth managers
• • White-glove service with confidentiality at the core
• • Ideal for clients managing trusts, real estate, or private investments

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Service Professionals & Creatives

From therapists and consultants to coaches, authors, and artists—you deserve financial clarity too. I'll help you:

• • Simplify your books and remove the guesswork
• • Understand your cash flow and stay on track
• • Stop dreading tax season (yes, really)

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Core Services

✅ QuickBooks Online Setup & Cleanup

✅ Monthly Bookkeeping

✅ Bank & Credit Card Reconciliation

✅ Accounts Payable & Receivable

✅ Sales Tax & Year-End Support

✅ Financial Reports You Can Actually Understand