I don’t do taxes. My focus is on day-to-day accounting and long-term financial guidance—things like QuickBooks setup, bookkeeping, and helping you plan for the future. I work with your tax preparer, not instead of them.

Absolutely. You don’t need to be a math whiz to take control of your finances. I explain things in simple terms and make sure you feel confident every step of the way.

No. I help individuals, couples, and business owners alike. Whether you're running a company, managing a household, or planning for retirement, I’m here to support your financial journey.

Just a few basics: a short conversation, access to your current records (if any), and a sense of your goals. I’ll guide you through the rest—no overwhelm, no surprises.

That depends on the level of service you choose.

Some clients check in monthly, others quarterly, and some just reach out when they need help.

Either way, I’m never too far.

It includes regular updates to your records, reconciling your bank accounts, generating financial reports, and making sure everything is neat, accurate, and ready for decisions (or taxes).

Yes, that’s a big part of what I do. We’ll look at your current situation, goals, and options—then create a practical plan that makes sense for your life now and later.

Don’t worry—I’ve seen it all.

I can clean things up, organize your accounts, and show you how to keep it simple moving forward.

If you’ve got questions, feel overwhelmed, or just want to feel more in control—this is probably the right place. A quick conversation is the best way to find out.

If you’ve got questions, feel overwhelmed, or just want to feel more in control—this is probably the right place. A quick conversation is the best way to find out.