About Us

Running a small business requires focus, energy, and clear decision-making. For many business owners, accounting is essential — but not where they want to spend their time.

I work with small businesses that value thoughtful support, clear communication, and financial systems they can trust. My role is to bring structure and clarity to your accounting so you can focus on serving your clients and guiding your business forward.

How I support your business

Every business operates differently, which is why I don’t offer one-size-fits-all packages.

I provide customized monthly accounting services that may include bookkeeping, payroll support, accounts payable or invoicing assistance, and accounting system guidance. Whether you’re transitioning from QuickBooks Desktop to QuickBooks Online, starting fresh with QuickBooks Online or Xero, or refining an existing setup, I’ll help you choose and maintain a system that fits your needs.

My clients typically prefer to stay focused on the high-level aspects of their business, trusting that their accounting is handled carefully and consistently in the background.

What it’s like to work together

Clients often tell me they value clear communication, consistency, and knowing exactly what to expect.

My communication style is email-first, with phone calls or video chats as needed. Scheduled check-ins can be an important part of the relationship, and I’m always happy to connect live when it’s helpful.

I develop processes based on what I see is needed for your business and what we discuss together, allowing your accounting support to remain organized, practical, and appropriately scaled.

Who I work best with

I work best with small business owners who value clear communication, dependable support, and thoughtfully managed accounting.

My clients typically:

• Have annual revenue up to $5M
• Are solo operators or lead small teams
• Are early-stage or established businesses
• Prefer to stay out of day-to-day accounting details
• Value trust and don’t want to micromanage
• Understand the importance of timely responses
• Are comfortable investing in professional accounting support

I support both ongoing monthly engagements and one-off projects, depending on your needs.

To ensure a productive working relationship, my services are best suited for businesses that:

• Understand that last-minute issues can happen, but are not a regular expectation
• Aim to separate personal and business finances, or are open to guidance if this has been a challenge in the past
• Are seeking accounting and bookkeeping support rather than tax-only services
• Understand that pricing reflects the agreed-upon scope, and that additional needs may arise and be discussed as they come up.

If this sounds like your business, we’re likely a good fit.