Bookkeeping, controller support, and fractional CFO services with clear deliverables and practical pricing.
CPA-level accounting and reporting support for businesses at every stage. Pricing reflects value delivered, not just hours.
I grew up helping my parents run an import and wholesale business, handwriting ledgers, counting stock, making bank runs, and balancing the books. That’s where I learned that clean numbers drive better decisions.
After earning my BS and MS in Accounting and becoming a CPA, I spent years at PwC, Wells Fargo, and Truist working on reporting, controls, and financial systems. Today I bring that discipline to small and mid-sized companies.
My promise is simple: accurate books, on-time reports, and efficient processes that give you comfort and control so you can focus on the business without worry.
After our initial call, you’ll receive an engagement summary, invoice, and a secure link to upload prior records. I set up your systems within 5–7 business days and we review your first report together.
QuickBooks for bookkeeping, Excel and Power BI for reporting, and secure file exchange via Google Drive or Proton Drive.
You’ll receive monthly reports and can schedule review calls anytime via Calendly. Response time is typically under one business day.
Yes. I prepare your books and coordinate with your tax professional or refer trusted partners. My focus is keeping your books clean and audit-ready year-round.
CPA with experience at PwC and finance roles at Wells Fargo and Truist covering reporting operations, controls, and technical accounting.
Tell me a bit about your business and what you need help with. I usually reply within one business day.
This site reflects independent consulting services. Prior employers are listed to describe experience only; no affiliation or endorsement is implied.