I'm passionate about helping small business owners go from confused to confident when it comes to their business finances.
After years working in public accounting & the corporate world, I became an entrepreneur helping businesses in a variety of industries with all sorts of financial projects. I have been fortunate to work with some amazing clients soley by word of mouth referral for over two decades.
While attending the RISE Business Conference in Charleston in 2019, I realized that entrepreneurs & small business owners like you NEED & DESERVE the expertise and experience of a 25 year CPA. I knew in my heart then that it was time to make a change in my business.
In 2020, I pivoted my business to do just that! I left my other clients & now focus on self-employed individuals and small business owners.
By using everyday language and analogies we all relate to, I teach financial concepts and will guide you in creating and consistently applying simple strategies to help you move toward your business goals. The relief and excitement I see from clients once it starts to click is what gives me pure joy in my own business. I look forward to connecting & seeing if I can be of help to you!