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My History

After 25+ years leading corporate Legal and Finance software solutions, I changed course to channel my expertise into helping fellow small business entrepreneurs thrive. While I'm not a CPA, my unique combination of an Information Technology undergraduate degree, MBA, as well as Salesforce and QuickBooks certifications allows me to bring something different to your books: a robust blend of business acumen and technology efficiency.


You can rely on me to provide outstanding customer service for your business in everything I deliver:

  • QuickBooks Online and Chart of Accounts setup, organization, and maintenance
  • Categorize all transactions based on the Chart of Accounts
  • Reconcile all the Checking Accounts, Savings Accounts, and Credit Cards
  • Produce monthly Profit & Loss statements and updated Balance Sheet 
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