Clean Books.
Clear Decisions.
A Partner You Can Rely On.
I partner with owner-operators to deliver clean, dependable financials and decision-ready reporting each month—backed by clear, responsive communication you can rely on.
Services
Flexible support based on how your business operates. Stay involved or hand it off— I structure operations around your preference and needs.
Monthly Bookkeeping
- On-going maintenance of accurate books and records.
- Monthly reconciliation of all bank and credit card accounts
- On-going transaction categorization
- Profit & Loss and balance sheet email every month
Cleanup or Catchup
- Bring your books back to a clean, accurate state so you can confidently move forward.
- Reconstruction of past activity
- Detailed review and correction of all transactions
- CPA/Lender-ready financials upon completion
Financial Advisory
Controller-level support to improve financial visibility and decision-making, without the cost of a fulltime hire.
- Budgeting & performance tracking
- Decision support & financial insights
- Audit-ready month-end close
About Me
A relationship-first, quality-driven partner for your business.
I grew up around small businesses—both my dad and grandpa owned and managed their own companies. That exposure has shaped my perspective and how I approach the challenges my clients face.
Shortly after undergrad, I began my career in commercial finance as a credit analyst. During that time, I quickly recognized the value of the CPA credential, which led me to pursue a graduate degree in accounting. After completing my coursework, I joined a Big 4 accounting firm, where I obtained my CPA license and gained broad exposure to a variety of industries and engagements.
In a constantly evolving financial landscape, business owners have no shortage of service providers to choose from. I differentiate myself by bringing a unique combination of technical expertise and real-world perspective to each client relationship. In addition to my professional experience, I actively invest in real estate ventures, which gives me firsthand insight into the challenges and decisions faced by operators.
Contact Me
Please provide a few details below, and I’ll follow up personally to schedule a time that works for you.