Your Small Business Tax, Bookkeeping and Accounting Partner

With more than 20 years of accounting experience, I understand small business from both sides of the desk. I’ve worked in public accounting, served as an in-house accountant, and built my own accounting practice. That experience gives me a practical understanding of the financial, tax, and day-to-day challenges business owners face.

My goal is simple: take the accounting burden off your plate so you can focus on running and growing your business. I provide personalized bookkeeping, accounting, and tax services designed around the needs of your business—not a one-size-fits-all package.

As a fellow small business owner, I know you didn’t start your business because you wanted to spend your time reconciling accounts, reviewing financial statements, or worrying about tax deadlines. That’s where I come in. I’ll help keep your books organized, your financial information useful, and your tax obligations on track.

As an Enrolled Agent, I am federally authorized to represent taxpayers before the IRS and can prepare federal and state tax returns nationwide. I am also a Certified QuickBooks Online ProAdvisor, bringing extensive QuickBooks knowledge to the businesses I serve.

Most importantly, I believe good accounting is built on relationships. My goal isn’t simply to prepare a tax return or reconcile your books—it’s to become a trusted accounting partner who understands your business and is there for you year after year.

Every new client relationship begins with what I call a “State of the Union” for your business. This initial meeting allows me to understand how your business operates, identify your specific accounting needs, review your business entity structure, and evaluate your current recordkeeping. It gives us a clear picture of where things stand and where improvements may be needed.

From there, I provide accurate, up-to-date monthly financial statements so you always have a clear understanding of your business's financial position. But I don't simply send you reports and expect you to figure them out. I'll help you understand what your financial statements are telling you so you can use that information to make better business decisions, recognize opportunities, and avoid costly mistakes.

My services are designed to be proactive, not just reactive. Throughout the year, I'm available to answer questions, provide guidance, and help you plan ahead—because your accountant shouldn't only be someone you hear from at tax time.

You'll know your accounting costs upfront with a fixed monthly fee and automatic payments. There are no surprise invoices and no additional charge every time you have a question or need my assistance. I want you to feel comfortable reaching out when you need me.

Most meetings are conveniently held via Zoom, making it easy to stay connected without taking unnecessary time away from your business.

And when tax season arrives, you don't have to start over with someone new. I already know your business and your books. I handle your business tax preparation, related personal tax returns, and 1099 preparation, providing continuity between your bookkeeping, accounting, and tax services.