Your Success is in the Numbers - Let's Get Them Right
With over 25 years of expertise, we provide accurate bookkeeping, tax strategies, and strategic advice that drives results.
Business Advisory Services
Let us take you beyond the numbers with targeted analysis and strategic guidance designed to help your business dreams become financial reality. What's included:
- Use of the proven One Clear Path method to craft strategies for success
- Financial forecasting & budgeting
- Cash flow management
- Profitability analysis
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Key performance indicator (KPI) tracking
Bookkeeping & Clean Up Services
Accurate, timely bookkeeping is the foundation of your business’s financial health. We handle your day-to-day financial tracking, so you can focus on what matters—running your business.We also specialize in QuickBooks Online clean up services. Options include:
- Bank and credit card reconciliations
- Payroll processing
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Financial reporting and analysis
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Cleanup to include reconciliation of past transactions and accounts and correction of errors
Proactive Tax Advisory & Tax Filing
Is tax time stressful? Let us help you go from TAX STRESS to TAX SUCCESS. We help you minimize your tax liability while ensuring compliance with the latest regulations. What's included:
- Tax planning and strategy
- Business & individual tax preparation
- Quarterly tax estimates
- IRS correspondence support
Comments from Clients-
"You have been the biggest blessing in guiding us through this process. We could not have done
this without you."
"I do so much appreciate your help and I respect you so much. Thank you again!"
"We are so blessed to have you as part of our team!"
About Me
I’m not just a numbers person—I’m a business partner who genuinely cares about your success. With over 25 years of experience as a CPA, CFO, and business advisor, I’ve had the privilege of working with small business owners across a variety of industries. I’ve seen firsthand the challenges you face, and I know that every business is unique. That’s why I take a tailored, hands-on approach to every client relationship.
When you work with me, you’re not just getting another financial service provider. You’re getting someone who takes the time to truly understand your business and your goals. I don’t believe in cookie-cutter solutions because I know that what works for one business may not work for another. I’ll sit down with you, listen to your concerns, and help you create a financial roadmap that makes sense for you.
My work ethic is simple: honesty, transparency, and accountability. I believe that your financial advisor should be someone you can trust completely—someone who will give you the straight facts, even when it’s not the easiest thing to hear. I’m committed to delivering advice that’s both practical and ethical, ensuring that you’re never left in the dark about your business finances.
I also understand how stressful managing finances can be. Whether it’s messy books, looming tax deadlines, or figuring out how to scale your business, I’m here to simplify the process and give you peace of mind. You’ll always know where your business stands financially, and together, we’ll create a strategy to move forward with confidence.
At the end of the day, my goal is to help you feel empowered as a business owner. I want you to have the clarity you need to make sound financial decisions and the confidence to know that you’re on the right path to success.
If you’re looking for a financial partner who listens, cares, and delivers results with integrity, I’d love to connect with you.