I’m a CPA, who sold my traditional firm with employees and office building a few years ago. Now, I specialize in helping entrepreneurs understand their finances and run their business, without feeling like it runs them.

Many business owners are great at their profession, however they struggle to understand tax deadlines and financial information. They’ve likely searched for help online, but couldn’t get specific answers to their unique questions. As a result, they lack confidence, and it feels overwhelming. As a CPA who has worked with small businesses for 22 years, I know what you need.

That’s why I do one-on-one training with you. We’ll start wherever you are, and after our approximately four sessions, you’ll feel in control of your bookkeeping and thereby finances. The format is over zoom with QuickBooks Online.

In addition to teaching you the software, I’ll also answer any questions you have about bookkeeping, best practices, maximizing deductions and tax planning.

Really, you can do your own bookkeeping. I’ll show you how!