Your Financial Co-Pilot on Your DIY Business Journey
Your Financial Co-Pilot on Your DIY Business Journey
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Do it with me, not alone. Together, we’ll make sense of your books so you can make smarter decisions with confidence.
Book Your 30-Minute Consultation (Free)
Click HERE to schedule your Zoom meeting or phone call with me.
What I Offer (Quick Snapshot)
QuickBooks Online (QBO) services: diagnostic, cleanup, setup, and training
NEW Intuit Enterprise Suite (IES) services: cleanup and training
Accounting and advisory subscriptions at fixed, monthly fees
Mentoring for bookkeepers and QBO beginners
Remote access across the United States
Bottom line: I set up the system, clean up the mess, and teach you how to keep it steady.
Subscriptions
Subscriptions
You want to stay involved in your books—but with a pro at your side to guide and help you avoid missteps. That’s what my subscription services deliver. Click HERE for more information.
QB Services
QB Services
QuickBooks can either simplify your business or stress you out. I set it up and keep it clean so you save time, money, and headaches. Click HERE for more information.
Mentorship
Mentorship
Struggling with QuickBooks or complex workflows? I mentor bookkeepers and financial pros so you gain skills, clarity, and confidence. Click HERE for more information.
Who I Am (Quick Snapshot)
Licensed CPA with over 25 years of experience in various industries
Intuit career experience: tax prep, cleanup, trusted liaison, and product support for QBO/IES
Advanced QBO certification
QBO Payroll certification
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