About Us

I bring over 30 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 since before it was in windows (yes, that long). And over the last 6 years I have been extracting QuickBooks data and building data models of my general ledger in Power BI, automating complex calculations, Journal Entries, automating allocations, adding infinite custom fields to my dataset, curating my financial data ecosystem with audit dashboards & processes and generating the kind of automated custom reports I have always dreamed of being able to make. I mean it when I say that Power BI gives you data superpowers. I want a cape.

This year I have started recording video courses to cut through the learning curve for my fellow accountants, QuickBooks professionals and other business users. I am excited to share these skills with my colleagues.