With over 30 years of experience, I am a trusted professional bookkeeper known for accuracy, reliability, and a deep understanding of both small business and individual financial needs. My career includes seven years as a staff accountant in CPA firms, more than two decades owning and operating a successful e-commerce business, and extensive experience providing bookkeeping services directly to clients and through CPA referrals.
This background gives me a unique perspective: I understand the day-to-day realities of running a business as well as the professional standards of accounting. I use that insight to anticipate your needs, tailor services to your workflow, and deliver practical solutions that make financial management straightforward and efficient. Whether organizing business accounts, tracking rental property activity, or helping individuals manage personal finances, I provide customized support designed to bring understanding and financial insight.
I value the close relationships I build with clients and take pride in being a dependable resource they can trust. Nothing is more professionally rewarding than helping business owners and individuals feel confident and in control of their finances, with the reassurance that comes from having a partner invested in their success. I look forward to learning about your needs and exploring how I can be a valued partner in your financial journey.
Experience & Benefits
30 Years of Bookkeeping Experience
I bring in-depth firsthand experience working within CPA firms to deliver bookkeeping services tailored to meet the specific needs of my clients.
7 years as a CPA Staff Accountant
I am known for accuracy, reliability, and a deep understanding of both small business and individual financial needs.
Bookkeeping Aligned with CPA Standards
I deliver precise, reliable bookkeeping prepared to the exacting standards CPAs expect for accurate reporting and analysis.