Your Financial Calm in a Noisy World
QuickBooks Setup & Support
What is it?
QuickBooks is one of the most trusted tools for managing small business finances — but only if it’s set up and maintained correctly.
Why does it matter?
If your QuickBooks is misaligned or you’re unsure how to use it effectively, your financial picture can quickly become a mess.
I specialize in helping business owners like you start fresh or clean up the chaos—so your reports, invoices, and records are accurate, up-to-date, and stress-free.
Bank Reconciliation
What is it?
Bank reconciliation ensures that your accounting records match what’s in your bank account — and that nothing’s missing, duplicated, or miscategorized.
Why does it matter?
When your numbers don’t align, it leads to confusion, late fees, and inaccurate financials. I make sure your accounts are fully reconciled each month, giving you clear, reliable data to make smart business decisions.
Updating Records
What is it?
Keeping your books current means entering transactions, categorizing expenses, and tracking changes — consistently and accurately.
Why does it matter?
Outdated records make tax time stressful and business growth impossible. I help you stay ahead with regular updates that keep your books clean and your mind clear — no guesswork, no chaos.
Accounting
What is it?
This is the big picture — organizing, reviewing, and maintaining your overall financial structure so your business runs with clarity and control.
Why does it matter?
Good accounting isn't just about compliance — it’s about confidence. I offer personalized accounting services that adapt to your business and help you stay on track month after month.
Long-Term Care Planning
What is it?
Long-term care planning helps you prepare financially for future health-related support, from assisted living to in-home care.
Why does it matter?
Without a plan, long-term care can quickly become a financial burden. I guide you through options that preserve your dignity, protect your assets, and give you peace of mind for the road ahead.
Life Insurance
What is it?
Life insurance is more than a safety net — it’s a strategy to protect your loved ones and your legacy.
Why does it matter?
The right policy ensures your family is taken care of, your business stays stable, and your financial plans don’t fall apart in the face of the unexpected. I help you choose coverage that fits your goals, not someone else’s commission.
Retirement Plans
What is it?
Retirement planning helps you define and build the financial future you want — whether you’re just starting or already mid-career.
Why does it matter?
It’s not just about saving — it’s about structuring your money to work for you when you need it most. I help you map a realistic path toward retirement, with options that adapt as your life evolves.
Wealth Management
What is it?
Wealth management involves organizing, growing, and protecting your assets in alignment with your personal and financial goals.
Why does it matter?
Your money should support your vision for life — not just sit in an account. I help you invest wisely, avoid unnecessary risks, and make decisions that move you toward lasting security.
Business Networking
What is it?
Networking is more than exchanging business cards — it’s about building trusted relationships that open doors and create opportunity.
Why does it matter?
I’ve built my business on connection, and I’ll help you do the same. Whether you're seeking partnerships, referrals, or just a supportive business circle, I’ll connect you with the right people — and help you show up with confidence.