
My History
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




