About Us

I bring over 20 years of experience on the ground and in the trenches with small business owners. The best part of my job is making your job easier.

I have spent my career working directly, hand-in-hand with entrepreneurs - they are some of the most exciting and courageous people our country has to offer! You deserve to have an extra set of seasoned eyes preparing and reviewing your financial statements with you as you try to steer the ship.

As a QuickBooks ProAdvisor, I have worked in the software and its eco-system of add-on applications my whole career. Since 2017 I have been extracting QuickBooks data and building general ledger data models in Power BI, automating complex calculations, Journal Entries, automating allocations, adding infinite custom fields to my dataset, creating custom reports & dashboards for management and stakeholders at all levels.

I recently went back to school for my MS in Accounting & Analytics. 
I will be eligible to take the CPA exam in May 2027.